Intake Specialist

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

📋 Description

• Evaluate medical records, clinical documentation, and payer guidelines to establish patient eligibility, qualification status, and compliance prior to service delivery.

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

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

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

• Utilize expert knowledge of payer requirements to guarantee that services are provided correctly and in compliance.

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

• Enter referrals accurately 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 with sales, insurance verification, and internal support teams to streamline the referral and intake process.

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

• Ensure that the correct shipping and delivery methods are chosen in line with company procedures.

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

• Participate in an on-call rotation outside of business hours.

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

• Perform additional related duties as assigned.

⛳️ Requirements

• Minimum of one (1) year of relevant work experience required.

• High School Diploma; an Associate’s degree in a related field, such as Healthcare Administration or 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 in a healthcare organization, pharmacy, HME, medical supply, or Medicare-certified environment is a plus but not essential.

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

• Ability to multi-task in a fast-paced environment.

• Proficiency in computer skills; familiarity with Microsoft Office and healthcare systems is advantageous.

• Willingness to learn new technologies and manage multiple systems.

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

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

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

🏝️ Benefits

• Competitive Compensation and Incentives.

• Comprehensive Total Rewards & Benefits.

• Extensive medical, dental, and vision coverage (eligible from 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.