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 prior to service delivery.

• Engage with patients regarding their 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.

• Utilize knowledge of payer requirements to guarantee that services are delivered appropriately and in compliance.

• Keep precise and up-to-date patient information and communication records using electronic systems.

• Input referrals within established timelines while adhering to productivity and quality benchmarks.

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

• Work alongside sales, insurance verification, and internal support teams to streamline referrals and intake processes.

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

• Ensure that suitable shipping and delivery methods are chosen in accordance with company procedures.

• Respond to incoming calls promptly and assist patients and referral sources in a professional manner.

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

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

• Carry out additional related tasks 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 necessary.

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

• Experience in 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 focus on detail.

• Capability to multitask in a fast-paced environment.

• Proficient computer skills; familiarity with Microsoft Office and healthcare systems is an advantage.

• Willingness to learn new technologies and navigate multiple systems.

• Ability 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 necessary for all driving roles.

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

• Florida applicants may need to undergo background screening through the Florida Care Provider Background Screening Clearinghouse.

• California applicants for relevant on-site HMDR roles must obtain a California Department of Public Health (CDPH) Exemptee License or indicate intent to acquire it.

🏝️ Benefits

• Competitive Compensation and Incentives.

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

• 401(k) plan with company matching.

• 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 services.

• Spousal Advantage Reimbursement Plan.

• Identity Theft Protection and Legal Plan.

• Opportunities for Support, Development, and Advancement.