Intake Specialist

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

📋 Description

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

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

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

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

• Exhibit in-depth knowledge of payer requirements to guarantee services are delivered appropriately and in compliance.

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

• Correctly enter referrals within designated timeframes while adhering to productivity and quality standards.

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

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

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

• Ensure the selection of appropriate shipping and delivery methods in accordance with company procedures.

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

• Participate in an on-call rotation outside of business hours as per company policy.

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

• Perform additional related duties as assigned.

⛳️ Requirements

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

• A High School Diploma or an Associate’s degree in a related field, Healthcare Administration, Business Administration, or equivalent work 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 a plus but not mandatory.

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

• Capability to multi-task in a fast-paced environment.

• Proficient computer skills – familiarity with Microsoft Office and healthcare systems is advantageous.

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

• Ability to work autonomously 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 required for all driving-related roles.

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

🏝️ 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 services.

• Spousal Advantage Reimbursement Plan.

• Identity Theft Protection and Legal Plan.