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 prior to service delivery.

• Engage with patients regarding their financial responsibilities, collect payments when necessary, and ensure accurate documentation of interactions.

• Reach out to patients if documentation fails to meet payer requirements, providing updates and alternative solutions.

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

• Utilize knowledge of payer requirements to guarantee compliant service delivery.

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

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

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

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

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

• Choose suitable shipping and delivery methods in accordance with company procedures.

• Handle incoming calls and assist patients and referral sources in a professional manner.

• Participate in on-call rotations during non-business hours.

• Adhere to company policies and procedures while supporting team operations and quality standards.

• Perform additional related duties as assigned.

⛳️ Requirements

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

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

• Preferred but not mandatory: 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 advantageous but not obligatory.

• Strong 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 in computer skills; familiarity with Microsoft Office and healthcare systems is a plus.

• Willingness to learn new technologies and navigate various systems.

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

• A company-conducted background check is required.

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

🏝️ Benefits

• Competitive Compensation and Incentives.

• Comprehensive medical, dental, and vision coverage (effective on the first of the month after hire).

• 401(k) with company matching contributions.

• 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.

• Opportunities for Support, Development, and Advancement.