Leap Health is looking for a Clinical Intake Coordinator to ensure members are successfully onboarded into care. This role is central to collecting complete and accurate intake information and preparing each case for a seamless transition to the care team.
What You'll Do
- Conduct proactive outreach to members via phone, SMS, and email to collect required clinical intake information.
- Serve as the primary point of contact for patient inquiries, delivering clear and empathetic communication throughout the intake process.
- Gather and validate patient demographic, clinical, and treatment information required to initiate care.
- Schedule and confirm treatment appointments while coordinating with nursing agencies and infusion providers.
- Verify medication receipt and ensure patients understand treatment preparation requirements prior to therapy.
- Prepare comprehensive handoffs to Care Coordinators, including intake summaries, supporting documentation, and next steps.
- Verify member eligibility and benefits, confirming insurance coverage, payer details, and cost-sharing information needed to initiate care.
- Support preparation of prior authorization documentation and track authorization, renewal, and extension status.
- Identify and escalate urgent clinical or safety concerns to licensed clinical staff according to protocol.
- Maintain accurate documentation across CRM and EHR systems to ensure continuity of care.
- Uphold strict HIPAA compliance and member privacy standards in all communications and records.
What We're Looking For
- Active certification or licensure as a Medical Assistant (CMA/RMA), Licensed Practical Nurse (LPN), or Pharmacy Technician (CPhT or state-licensed).
- 2+ years of experience in patient intake, care coordination support, or member outreach within a healthcare environment.
- Experience verifying insurance benefits and supporting prior authorization workflows.
- Familiarity with infusion therapy concepts or specialty medication workflows.
- Strong written and verbal communication skills with the ability to build trust with patients remotely.
- Experience using CRM, EHR, or healthcare operations systems.
Nice to Have
- Experience in infusion centers, specialty infusion programs, or virtual care operations.
- Experience working in a healthcare startup or fast-paced care delivery environment.
- Spanish fluency (spoken and written).
Technical Stack
- CRM
- EHR
Team & Environment
This role partners closely with Care Guides, Member Growth, and Care Operations to move members efficiently through the intake pipeline. The Clinical Intake Coordinator reports to the Care Guide Clinical Manager. We’re building an outlier company with real impact — and that takes focus, energy, and commitment.
Leap is an equal opportunity employer and welcomes applicants from all backgrounds. We’re committed to building a team that reflects a diversity of perspectives, experiences, and identities.




