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 about their financial responsibilities, collect payments as necessary, and accurately document all 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 secure complete and compliant documentation.

• Implement payer requirements to ensure services are rendered appropriately and in accordance with regulations.

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

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

• Work with leadership to guarantee the correct inventory and services are chosen and scheduled.

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

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

• Ensure the correct shipping and delivery methods are selected following company protocols.

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

• Take part in an on-call rotation during non-business hours.

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

• Carry out 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 required.

• Preferred but not mandatory experience in management, administrative, clerical, insurance, billing, claims, call center, or customer service roles.

• Experience in a healthcare organization, pharmacy, HME, medical supply, or Medicare-certified environment is a plus, though not required.

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

• Capability to multi-task in a fast-paced setting.

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

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

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

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

• A Motor Vehicle Record Check performed by the company is necessary for roles that involve driving.

• Clinical positions require valid licensure/certification, where applicable.

🏝️ Benefits

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

• Competitive compensation and incentive packages.

• Opportunities for support, development, and advancement.