Intake Specialist

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

📋 Description

• Evaluate medical records, clinical documentation, and payer guidelines to assess patient eligibility, qualification status, and compliance before service delivery.

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

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

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

• Enter referrals within predetermined timeframes while achieving productivity and quality benchmarks.

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

• Partner 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 selection of appropriate shipping and delivery methods in line with company procedures.

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

• Participate in the on-call rotation during non-business hours as per company policy.

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

• Carry out other related duties as assigned.

⛳️ Requirements

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

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

• Preferred experience includes management, administrative, clerical, insurance, billing, claims, call center, or customer service, though not mandatory.

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

• Strong verbal and written communication skills, along with analytical, problem-solving, and decision-making abilities, are essential with a keen attention to detail.

• Capability 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 comfortably.

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

• A company-conducted Background Check is mandatory for all positions.

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

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

🏝️ Benefits

• Competitive Compensation and Incentives.

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

• 401(k) plan with company match.

• 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.

• Spousal Advantage Reimbursement Plan.

• Identity Theft Protection and Legal Plan.

• Opportunities for Support, Development, and Advancement.