Intake Specialist

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

📋 Description

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

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

• Reach out to patients if documentation fails to meet payer standards, providing updates and alternative options to ensure timely care.

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

• Exhibit expert knowledge of payer requirements to guarantee services are rendered appropriately and in compliance.

• Maintain accurate and timely documentation of patient details and communications utilizing electronic systems.

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

• Coordinate with leadership to ensure suitable inventory and services are selected and scheduled.

• Work closely with sales, insurance verification, and internal support teams to facilitate the referral and intake processes.

• Navigate various EMR and online systems to acquire and manage documentation.

• Ensure the correct shipping and delivery methods are utilized in accordance with company protocols.

• Promptly answer incoming calls and provide professional assistance to both patients and referral sources.

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

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

• Perform other related duties as assigned.

⛳️ Requirements

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

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

• Preference for experience in 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 required.

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

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

• Proficient in computer skills; knowledge of Microsoft Office and healthcare systems is a plus.

• Comfortable learning new technologies and navigating various systems.

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

• A company-conducted Background Check is mandatory for all roles.

• A company-conducted Motor Vehicle Record Check is required for all driving roles.

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

🏝️ Benefits

• Competitive Compensation and Incentives.

• Comprehensive Total Rewards & Benefits.

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

• 401(k) 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.