Intake Specialist

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

📋 Description

• Assess medical records, clinical documentation, and payer guidelines to evaluate patient eligibility, qualification status, and compliance before service delivery.

• Engage with patients concerning their financial responsibilities, collect payments when 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 knowledge of payer requirements to confirm that services are delivered appropriately and in compliance.

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

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

• Work alongside leadership to guarantee that 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 obtain and manage necessary documentation.

• Determine suitable shipping and delivery methods in line with company procedures.

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

• Participate in an on-call rotation during non-business hours in accordance with company policy.

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

• Carry out other related duties 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 within a healthcare organization, pharmacy, HME, medical supply, or Medicare-certified setting is advantageous but not required.

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

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

• Proficient computer skills, particularly in Microsoft Office and healthcare systems, are a plus.

• Willingness to learn new technologies and navigate various systems.

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

• A company-conducted Background Check is mandatory for all positions.

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

🏝️ 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 inclusive of 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.