Manager overseeing internal operations for Bank of America’s Enterprise Transaction Services. Identifying complex problems and implementing new processes to ensure operational efficiency and compliance.
CT
Hybrid Diagnostic Operations Specialist
Posted 4 hours ago
About the role
- Coordinates diagnostic evaluations connecting families and professionals in autism services. Ensures scheduling and documentation flow for efficient diagnostic processes.
Responsibilities
- Coordinate all diagnostic evaluation scheduling, including intake appointments, evaluations, follow-up consultations, and re-assessments.
- Serve as the primary point of contact for families regarding scheduling, required documentation, evaluation logistics, and general questions.
- Communicate professionally and compassionately with caregivers, referral partners, and internal teams.
- Collect and track deposit payments and any required pre-service financial documentation.
- Supports deposit collection, financial readiness verification, and pre-service payment workflows with accuracy and professionalism.
- Provide status updates to families and ensure all pre- and post-evaluation steps are communicated clearly and completed on time.
- Collect, review, and organize intake packets, developmental histories, school records, medical documentation, and consent forms.
- Prepare assessment materials (including scoring sheets, rating scales, digital forms, and testing packets) for use by clinicians.
- Upload and maintain all records in the EMR with accuracy and timeliness.
- Maintain secure storage, inventory, and chain-of-custody tracking of assessment materials and tools.
- Track evaluation progress from referral through report delivery, identifying barriers and ensuring timely movement through each stage.
- Monitor and report on referral-to-evaluation and evaluation-to-report turnaround times, escalating delays as needed.
- Track and report on family satisfaction related to the evaluation process, identifying themes or barriers that impact caregiver experience.
- Support clinicians with scheduling, documentation, and follow-up tasks.
- Coordinate warm handoffs to Kind Behavioral Health’s ABA intake team for families moving forward with therapy services.
- Partner with the Director of Workforce Planning & Client Experience to compile, analyze, and present operational performance data.
- Identify workflow bottlenecks and collaborate across teams to refine scheduling practices, documentation processes, turnaround time expectations, and throughput.
- Assist in the development, refinement, and maintenance of report templates, standardized documentation tools, and efficiencies within EMR/CRM systems.
- Track family satisfaction indicators and participate in initiatives aimed at improving the diagnostic experience.
- Ensure HIPAA compliance and maintain strict confidentiality in all handling of client and evaluation information.
- Communicate promptly and professionally with clinicians, caregivers, and clinic teams.
- Proactively resolve administrative or scheduling issues while maintaining a family-centered, service-oriented approach.
Requirements
- High school diploma or equivalent AND 3+ years experience in diagnostic intake, client coordination, healthcare administration, behavioral health, or related client-facing operations
- OR Bachelor’s degree in Business Administration, Healthcare Administration, Human Services, Psychology, Operations Management, or a related field AND 2+ years experience in diagnostic intake, client coordination, or administrative operations within healthcare or behavioral health.
- Experience providing direct customer service or caregiver-facing support in healthcare, behavioral health, education, or other service environments - required.
- Experience using practice management, EMR, CRM, or intake-management systems (e.g., CentralReach, JotForm, HubSpot, or similar) - required.
- Proficiency in Microsoft Office, including Excel for basic reporting and case tracking - required.
- Ability to interpret simple operational data such as turnaround times, case progression, or documentation completeness - required.
- Demonstrated reliability managing multi-step administrative workflows, such as scheduling, documentation flow, or evaluation stage tracking - required.
- Ability to maintain confidentiality and follow HIPAA requirements - required.
- Experience working in autism diagnostic, neuropsychology, developmental pediatrics, or ABA service environments - preferred.
- Experience serving as a Diagnostic Specialist, Assessment Coordinator, Intake Specialist, or similar role - preferred.
- Experience coordinating multi-step evaluation workflows (e.g., referral → intake → assessment → report) - preferred.
- Experience supporting workflow or process improvement initiatives - preferred.
- Experience handling client payments, deposits, or pre-service financial coordination - preferred.
Benefits
- Competitive compensation
- Paid time off, paid holidays, paid sick time and paid birthday!
- Medical, dental, vision insurance
- Short-term disability and life/ADD insurance
- 401K with company match, or company contribution to student loan payments
- High level of collaboration with a strong emphasis towards growth and development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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