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 regarding their financial responsibilities, collect payments when necessary, and accurately document all interactions.

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

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

• Guarantee that services are delivered appropriately and in compliance by leveraging expert knowledge of payer requirements.

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

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

• Coordinate with leadership to ensure the appropriate selection and scheduling of inventory and services.

• Work in conjunction 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.

• Ensure that shipping and delivery methods are chosen in accordance with company procedures.

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

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

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

• Carry out other related duties as assigned.

⛳️ Requirements

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

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

• Experience in management, administrative roles, clerical work, 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 setting is advantageous but not essential.

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

• Ability to manage multiple tasks 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 effectively.

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

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

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

🏝️ Benefits

• Competitive Compensation and Incentives.

• Comprehensive Total Rewards & Benefits.

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