Intake Specialist

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

📋 Description

• Evaluate medical records, clinical documentation, and payer protocols to ascertain patient eligibility, qualification status, and compliance prior to the provision of services.

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

• Reach out to patients when documentation fails to meet payer standards, offering updates and alternative solutions to facilitate timely care.

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

• Utilize expert knowledge of payer regulations to ensure that services are delivered appropriately and in compliance.

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

• Enter referrals accurately within set timeframes while adhering to productivity and quality benchmarks.

• Coordinate with leadership to guarantee that the appropriate inventory and services are chosen and scheduled.

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

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

• Ensure that the correct shipping and delivery methods are chosen in line with company protocols.

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

• Participate in the on-call rotation outside of business hours in accordance with company guidelines.

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

• Perform additional related duties as assigned.

⛳️ Requirements

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

• High School Diploma, Associate’s degree in a relevant 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.

• Background in a healthcare organization, pharmacy, HME, medical supply, or Medicare-certified setting is advantageous but not essential.

• Exceptional verbal and written communication skills, including analytical, problem-solving, and decision-making abilities with a keen eye for 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 various systems.

• Capacity 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 roles.

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

• Positions in Florida may require background screening through the Florida Care Provider Background Screening Clearinghouse.

• On-site HMDR positions in California require a California Department of Public Health (CDPH) Exemptee License, including completion of state-approved training and course certificate, where applicable.

🏝️ Benefits

• Competitive Compensation and Incentives.

• Comprehensive Total Rewards & Benefits package.

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

• 401(k) plan with company matching.

• Paid Time Off Plans that 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.