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 prior to service delivery.

• Engage with patients about their financial obligations, collect payments when necessary, and accurately document all interactions.

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

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

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

• Keep patient information and communication documentation accurate and timely through electronic systems.

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

• Work with leadership to ensure suitable inventory and services are selected and scheduled.

• Partner 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 appropriate shipping and delivery methods following company protocols.

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

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

• Adhere to company policies and procedures to enhance team operations and maintain quality standards.

• Carry out other related responsibilities as assigned.

⛳️ Requirements

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

• High School Diploma, Associate’s degree in a related field, Healthcare Administration, 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 advantageous but not essential.

• Strong verbal and written communication skills, along with analytical, problem-solving, and decision-making abilities, while paying attention to detail.

• Capability 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.

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

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

• A company-conducted Motor Vehicle Record Check is mandatory for all driving positions.

🏝️ Benefits

• Opportunities for support, development, and advancement.

• Competitive pay and incentives.

• Comprehensive total rewards and benefits package.

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