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 the delivery of services.

• Engage with patients regarding their financial responsibilities, collect payments when necessary, and accurately document all interactions.

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

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

• Ensure that services are delivered appropriately and in alignment with payer requirements.

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

• Accurately process referrals 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 acquire and manage documentation effectively.

• Ensure that appropriate shipping and delivery methods are chosen in compliance with company procedures.

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

• Participate in the on-call rotation during non-business hours according to company policy.

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

• Perform additional related duties as assigned.

⛳️ Requirements

• A 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 required.

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

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

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

• Capability to manage multiple tasks 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 various systems.

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

• A company-conducted background check is required for all positions.

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

🏝️ Benefits

• Competitive compensation and incentives.

• Comprehensive medical, dental, and vision coverage (eligible 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 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.