Intake Specialist

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

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

• Engage with patients regarding their financial responsibilities, collect payments when necessary, and accurately record all interactions.

• Reach out to patients when documentation does not satisfy payer requirements, providing updates and alternative solutions.

• Collaborate with referral sources, physicians, and clinical teams to ensure comprehensive and compliant documentation is obtained.

• Utilize in-depth knowledge of payer requirements to guarantee compliant service delivery.

• Ensure accurate and timely maintenance of patient information and communications within electronic systems.

• Input referrals within designated timeframes while adhering to productivity and quality benchmarks.

• Coordinate with leadership to select and schedule suitable inventory and services.

• Work alongside sales, insurance verification, and internal support teams.

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

• Choose the appropriate shipping and delivery methods in accordance with company policies.

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

• Participate in an on-call rotation during non-business hours.

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

⛳️ Requirements

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

• High School Diploma or Associate’s degree in a relevant field such as Healthcare Administration, Business Administration, or equivalent experience is required.

• Preferred, but not required, experience in management, administrative, clerical, insurance, billing, claims, call center, or customer service roles.

• Experience in a healthcare organization, pharmacy, HME, medical supply, or Medicare-certified environment is advantageous but not mandatory.

• Exceptional verbal and written communication skills.

• Strong analytical, problem-solving, and decision-making skills.

• Keen attention to detail.

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

• Proficient computer skills, with knowledge of Microsoft Office and healthcare systems being a plus.

• Comfortable with learning new technologies and navigating multiple systems.

• Capable of working independently while adhering to established procedures and directives.

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

• A Motor Vehicle Record Check is necessary for all driving-related roles.

• Clinical positions require valid licensure/certification, as applicable.

🏝️ Benefits

• Competitive compensation and incentives.

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

• 401(k) plan with company matching.

• Paid Time Off Plans including six 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.

• Opportunities for support, development, and advancement.

• Commitment to responsible environmental stewardship.