Intake Specialist

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

📋 Description

• Examine medical records, clinical documentation, and payer guidelines to assess patient eligibility, qualification status, and compliance prior to service provision.

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

• Reach out to patients when documentation falls short of payer requirements, providing updates and alternative solutions to ensure timely care.

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

• Utilize knowledge of payer requirements to guarantee that services are delivered appropriately and in compliance.

• Maintain precise and timely documentation of patient information and communications through electronic systems.

• Enter referrals accurately within designated timeframes while adhering to productivity and quality standards.

• Work alongside leadership to ensure the correct inventory and services are selected and scheduled.

• Coordinate with sales, insurance verification, and internal support teams to streamline the referral and intake process.

• Navigate various EMR and online systems to acquire and manage documentation effectively.

• Ensure the appropriate shipping and delivery methods are chosen in accordance with company protocols.

• Respond to incoming calls promptly, offering professional assistance to patients and referral sources.

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

• Uphold team operations and quality standards by adhering to company policies and procedures.

• Execute other related duties 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 required.

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

• 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 abilities with a keen attention to detail.

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

• Proficient computer skills, particularly in Microsoft Office and healthcare systems, are a plus.

• Willingness to learn new technologies and navigate various systems comfortably.

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

• A company-conducted background check is mandatory for all roles.

• Participation in on-call rotations during non-business hours is required in accordance with company policies.

🏝️ Benefits

• Competitive Compensation and Incentives.

• Comprehensive medical, dental, and vision coverage (eligible the first of the month following hire).

• 401(k) with company match.

• Paid Time Off Plans including 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.

• Spousal Advantage Reimbursement Plan.

• Identity Theft Protection and Legal Plan.

• Opportunities for Support, Development, and Advancement.