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 service delivery.

• Engage with patients concerning their financial responsibilities, collect necessary payments, and meticulously document interactions.

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

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

• Utilize knowledge of payer requirements to ensure services are delivered appropriately and in compliance.

• Keep accurate and timely records of patient information and communications using electronic systems.

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

• Coordinate with leadership to choose and schedule suitable inventory and services.

• Work alongside sales, insurance verification, and internal support teams to expedite referrals and intake processes.

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

• Select appropriate shipping and delivery methods in accordance with company protocols.

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

• Participate in the on-call rotation during non-business hours in alignment with company policy.

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

• Perform additional related tasks as assigned.

⛳️ Requirements

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

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

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

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

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

• Capability to multi-task in a dynamic environment.

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

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

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

• Background check is required for all positions.

• Motor Vehicle Record Check is necessary for all driving-related roles.

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

• Applicants located in Florida may be required to undergo background screening through the Florida Care Provider Background Screening Clearinghouse, as applicable.

🏝️ Benefits

• Support, development, and advancement opportunities.

• Competitive compensation and incentives.

• Comprehensive total rewards and benefits.

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

• 401(k) plan with company matching.

• 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.