Intake Specialist

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

📋 Description

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

• Communicate financial responsibilities to patients, collect payments as necessary, and accurately document all interactions.

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

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

• Exhibit expert knowledge of payer requirements to ensure appropriate and compliant service provision.

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

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

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

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

• Navigate various EMR and online systems for documentation management.

• Ensure that proper shipping and delivery methods are chosen in line with 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 in accordance with company policies.

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

• Perform other related tasks as assigned.

⛳️ Requirements

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

• High School Diploma or Associate’s degree in a related field such as Healthcare Administration, Business Administration, or equivalent work experience is required.

• Preferred experience includes management, administrative, clerical, insurance, billing, claims, call center, or customer service, though 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, complemented by analytical, problem-solving, and decision-making abilities with a keen attention to detail.

• Ability to manage multiple tasks in a fast-paced environment.

• Proficient computer skills, with knowledge of Microsoft Office and healthcare systems considered a plus.

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

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

🏝️ Benefits

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

• 401(k) plan with company match.

• Paid Time Off Plans, including six paid holidays.

• Employee Stock Purchase Plan.

• Paid Parental Bonding Leave.

• Short-term 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.