Intake Specialist

This is a fully remote position, open to applicants in California.

📋 Description

• Assess medical records, clinical documentation, and payer guidelines to establish patient eligibility, qualification status, and adherence to compliance standards.

• Interact with patients concerning their financial obligations, collect payments when necessary, and accurately document all interactions.

• Reach out to patients when documentation fails to meet payer requirements, providing updates and alternative solutions.

• Collaborate with referral sources, physicians, and clinical teams to secure complete and compliant documentation.

• Implement payer requirements to ensure services are rendered appropriately and in compliance.

• Keep precise and timely records of patient interactions and communications using electronic systems.

• Process referrals within set timeframes while achieving productivity and quality benchmarks.

• Coordinate with leadership to ensure the selection and scheduling of appropriate inventory and services.

• Work together with sales, insurance verification, and internal support teams.

• Navigate various EMR and online systems to gather and manage documentation.

• Choose suitable shipping and delivery methods in line with company protocols.

• Handle incoming calls to assist patients and referral sources.

• Participate in on-call rotations during non-business hours.

• Adhere to company policies and procedures while performing other related tasks as assigned.

⛳️ Requirements

• Minimum of one (1) year of relevant work experience is required.

• High School Diploma, Associate’s degree in a related field, Healthcare Administration, Business Administration, or equivalent work experience is necessary.

• Experience in management, administrative, clerical, insurance, billing, claims, call center, or customer service is preferred but not mandatory.

• Previous experience within a healthcare organization, pharmacy, HME, medical supply, or Medicare-certified environment is advantageous but not essential.

• Exceptional verbal and written communication skills, including analytical, problem-solving, and decision-making capabilities with a strong attention to detail.

• Ability to manage multiple tasks in a fast-paced environment.

• Proficient computer skills; familiarity with Microsoft Office and healthcare systems is a plus.

• Willingness to learn new technologies and navigate multiple systems effectively.

• Capability to work independently while adhering to established procedures and directives.

• A company-conducted background check is required for all positions.

• A company-conducted Motor Vehicle Record Check is required for all driving positions.

• Clinical roles necessitate valid licensure/certification, where applicable.

🏝️ Benefits

• Competitive Compensation and Incentives.

• Comprehensive Total Rewards & Benefits package.

• Opportunities for Support, Development, and Advancement.

• Extensive medical, dental, and vision coverage.

• 401(k) plan with company matching.

• Paid Time Off Plans, which include 6 paid holidays.

• Employee Stock Purchase Plan.

• Paid Parental Bonding Leave.

• Short and Long-term Disability Insurance.

• Life and AD&D Insurance.

• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA).

• Access to CVS Minute Clinic and Teledoc services.

• Spousal Advantage Reimbursement Plan.

• Identity Theft Protection and Legal Plan.