Intake Specialist

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

📋 Description

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

• Engage with patients concerning financial obligations, collect payments when necessary, and accurately document all interactions.

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

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

• Exhibit extensive knowledge of payer requirements to guarantee that services are delivered correctly and in compliance.

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

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

• Coordinate with leadership to ensure the proper selection and scheduling of 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 gather and manage documentation efficiently.

• Ensure that appropriate shipping and delivery methods are selected as per company protocols.

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

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

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

• Carry out other related duties as assigned.

⛳️ Requirements

• Minimum 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.

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

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

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

• Capability to handle multiple tasks in a fast-paced environment.

• Proficiency in computer skills – experience with Microsoft Office and healthcare systems is a plus.

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

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

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

• A Motor Vehicle Record Check conducted by the company is necessary for all driving positions.

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

🏝️ Benefits

• Competitive Compensation and Incentives.

• Comprehensive Total Rewards & Benefits.

• Support, Development, and Advancement Opportunities.

• Extensive 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 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.

• Spousal Advantage Reimbursement Plan.

• Identity Theft Protection and Legal Plan.