Intake Specialist

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

📋 Description

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

• Engage with patients regarding their financial responsibilities, collect payments when appropriate, 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.

• Exhibit expert knowledge of payer requirements to guarantee services are rendered appropriately and in compliance.

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

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

• Coordinate with leadership to ensure suitable inventory and services are chosen and scheduled.

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

• Navigate various EMR and online systems to gather and manage documentation efficiently.

• Confirm that appropriate shipping and delivery methods are selected in line with company policies.

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

• Participate in on-call rotation during non-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

• 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.

• Capacity to multi-task 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 roles.

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

🏝️ Benefits

• 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).

• CVS Minute Clinic and Teledoc access.

• Spousal Advantage Reimbursement Plan.

• Identity Theft Protection and Legal Plan.

• Support, Development, and Advancement Opportunities.

• Competitive Compensation and Incentives.

• Comprehensive Total Rewards & Benefits.

• Participate in on-call rotation during non-business hours in accordance with company policy.