Intake Specialist

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

📋 Description

• Analyze medical records, clinical documentation, and payer guidelines to assess patient eligibility, qualification status, and compliance.

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

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

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

• Utilize knowledge of payer requirements to ensure compliant service delivery.

• Keep precise and timely documentation of patients and communications using electronic systems.

• Input referrals within designated timeframes while adhering to productivity and quality standards.

• Coordinate with leadership to ensure the correct inventory and services are chosen and scheduled.

• Work in partnership with sales, insurance verification, and internal support teams to streamline referrals and intake processes.

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

• Choose suitable shipping and delivery methods in accordance with company procedures.

• Respond to incoming calls and assist patients and referral sources in a professional manner.

• Participate in the on-call rotation during non-business hours.

• Adhere to company policies and procedures and undertake other related tasks 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 necessary.

• Preferred experience in management, administrative roles, clerical work, 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 essential.

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

• Capacity to multi-task 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 multiple systems comfortably.

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

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

🏝️ Benefits

• Competitive Compensation and Incentives.

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

• Spousal Advantage Reimbursement Plan.

• Identity Theft Protection and Legal Plan.

• Opportunities for support, development, and advancement.