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.

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

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

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

• Utilize in-depth knowledge of payer regulations to ensure compliant service delivery.

• Maintain precise and timely patient information and communication records using electronic systems.

• Enter referrals within designated timeframes 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 throughout the referral and intake process.

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

• 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 an on-call rotation outside of regular business hours.

• Adhere to company policies and procedures to support team operations and uphold quality standards.

• Carry out other related duties 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, such as Healthcare Administration or Business Administration, or equivalent work experience is necessary.

• Experience in management, administrative roles, clerical work, insurance, billing, claims, call center, or customer service is preferred but not mandatory.

• Familiarity with a healthcare organization, pharmacy, HME, medical supply, or Medicare-certified environment is advantageous but not essential.

• Outstanding verbal and written communication skills are required.

• Strong analytical, problem-solving, and decision-making skills with a keen attention to detail are necessary.

• Capability to manage multiple tasks in a fast-paced setting.

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

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

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

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

• Valid licensure/certification is required for clinical roles, where applicable.

🏝️ Benefits

• Opportunities for support, development, and advancement.

• Competitive salary and incentive structures.

• Comprehensive total rewards and benefits package.

• Extensive 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.