Intake Specialist

Intake Specialist

Mindful Health is a fast‑growing company with the goal of providing an intentionally different approach to mental health and well‑being.

We are a combination of bricks and mortar locations and virtual service offerings across the state of Texas to create a high‑end client experience.

We currently have locations in Rockwall, Heath, San Antonio, Georgetown, Conroe & Cypress.

Mindful Health creates an atmosphere that supports and values our clients and team members.

Our commitment is to cultivate a place that provides intentional and exceptional care for our clients and a warm and nurturing environment for our team so we can make a lasting impact in our communities.

We believe that health encompasses the whole person, mind, and body, and our clinical programming is built around this belief.

We work to empower clients to live fuller and healthier lives.

We maintain these same beliefs in developing and supporting our Mindful Health team.

We seek enthusiastic individuals passionate about helping clients and value working in a team environment.

• Please visit our website for more information about our services and team at
• Position Summary

The Intake Specialist plays a vital role in welcoming individuals seeking mental health services at Mindful Health.

As one of the first points of contact, this position is responsible for conducting initial assessments with empathy and professionalism, ensuring that each client is accurately evaluated and thoughtfully guided to the appropriate services within our organization.

By creating a compassionate and supportive environment, the Intake Specialist helps foster trust and comfort for clients and their families during a pivotal moment in their wellness journey.

Education & Experience

• Must have a master’s degree in social work, psychology, human development, counseling or behavioral science field from an accredited college or university or be a Registered Nurse.
• Must be actively licensed (LCSW/LPC OR LMSW/LPC‑Associate) in the state of Texas to provide clinical care, treatment, and services.
• A minimum of 1 year of experience (preferred) in clinical assessment & diagnosis, with a focus on the treatment and prevention of mental, emotional, and behavioral health challenges.
• Will be required to participate in active supervision toward advanced clinical permanent licensure with an LCSW‑S or LPC‑S, if applicable.
• Active CPR Certification
• Job Duties
• Conduct in‑person initial intake assessments for new clients.
• Collect and document relevant client information.
• Evaluate urgency and severity of each case to prioritize and determine appropriate clinical pathways.
• Determine service eligibility and match clients with appropriate mental health providers and services.
• Assist clients and their families with PHP/IOP discharge planning, including community resources and referrals.
• Provide excellent customer service to clients and staff.
• Ensure client satisfaction and participate in addressing issues if they arise.
• Maintain a positive, professional image in the office and in the community.
• Maintain regular work hours, being on time and managing time well.
• Demonstrate personal characteristics of patience, tact, cheerfulness and enthusiasm toward the administration and clients.

Must be able to appropriately respond to all types of behavior.

• Provide complete, timely, and thorough documentation of client history and current assessment of needs.

Competent in assessing client high‑risk symptoms and behaviors and creating a plan for safety.

• Report necessary clinical information to physicians and nurse practitioners.
• Respond and assist in the event of a medical emergency.
• Any additional duties that facilitate the effective operations of the programs and services provided.
• Knowledge and Skills
• Knowledge and experience in the therapeutic milieu.
• Knowledge of Joint Commission and state and federal regulations related to care, treatment, and services.
• Knowledge of HIPAA, and other laws applicable to mental health services.
• Knowledge of continuous process improvement concepts and practices.
• Knowledge of behavioral health levels of care and the criteria for admission for each level of care.
• Emotional intelligence and empathy, as demonstrated by the ability to identify with and understand another person’s point of view and ask the right questions to determine the focus for treatment.
• Communication, as demonstrated by the ability to clearly convey, both verbally and in writing, detailed directions, describe processes in understandable terms, and concise documentation of the therapeutic process.
• Active listening skills, as shown by interpreting verbal and non‑verbal cues, determine the treatment focus and understand information from colleagues and other mental health professionals.
• Critical thinking skills, as demonstrated by using creative problem‑solving as part of the therapeutic process to find the best available options for clients.
• Organizational skills, as demonstrated by making sure each case is updated in a timely manner with the correct information and cases are prioritized based on client needs.
• Cultural competency, as demonstrated by being sensitive to diverse ideas, views, and beliefs, seeking to learn more about others while understanding one’s own background and beliefs.
• Boundary setting, as demonstrated by setting boundaries in the clinician‑client relationship but also in establishing a good work‑life balance.
• Professionalism, as demonstrated by constantly learning and developing better ways to serve clients and the community.

Using knowledge gained to improve services with clients, families, and groups.

• Time management, as demonstrated by giving clients the attention they need both in interpersonal interaction but also in completing documentation in a timely manner.
• Advocacy, as demonstrated by verbally representing clients in connecting with services, resources, and opportunities, especially for clients who may not know how to advocate for themselves.
• Mindful Health offers
• A healthy & positive atmosphere where everyone is valued.
• Schedule: Monday‑Friday, 8AM-5PM

Benefits

• 120 hours (15 days) of paid time off
• 40 hours (5 days of sick leave
• 24 hours (3 days) of paid bereavement leave per occurrence.
• Medical and supplemental health insurance (vision, dental, long‑term disability, short‑term disability, life insurance, etc.).

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.

Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.

Employee signature below indicates the employee’s understanding of the requirements, essential functions, and duties of the position.

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