Intake Specialist

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

📋 Description

• Oversees accounts assigned to registration, referral, and prior authorization work queues, ensuring work queues are cleared by acquiring all necessary patient and/or payer-specific financial clearance elements in line with established management guidelines.

• Keeps up-to-date with and adheres to insurance companies' requirements for securing prior authorizations/referrals, while completing additional activities to facilitate all facets of financial clearance.

• Serves as a subject matter expert in navigating payer policies to secure the necessary approvals (such as authorizations, pre-certs, referrals, etc.) for the ordered services to move forward.

• Provides hands-on support to staff at all levels to enhance understanding and navigation of financial clearance challenges.

• Employs effective strategies to emphasize the most efficient methods for obtaining insurance verification, authorizations, and referrals, utilizing online databases, electronic correspondence, faxes, and phone communications.

• Collects and accurately documents all referral/prior authorizations for scheduled services.

• Collaborates with primary care practices, specialty practices, referring physicians, primary care physicians, insurance carriers, patients, and other stakeholders to ensure that necessary managed care referrals and prior authorizations are obtained and properly recorded in relevant systems.

• Engages with patients, providers, and other departments such as Utilization Review to address any issues or challenges in acquiring required referral/prior authorizations.

⛳️ Requirements

• High School Diploma or GED is required; an Associate's degree or higher is preferred.

• 1-3 years of experience in patient registration and/or insurance is desirable.

• At least one year of experience must be in a customer service role.

• General understanding of healthcare terminology and CPT-ICD10 codes is necessary.

• A comprehensive understanding of insurance is mandatory.

• Proven customer service skills, demonstrating the ability to exercise appropriate judgment, independent thinking, and creativity in resolving customer issues.

• Outstanding interpersonal skills, capable of establishing and maintaining effective relationships with patients, physicians, management, staff, and other customers.

• Capable of communicating effectively in writing.

• Requires excellent verbal communication skills and the ability to operate in a complex environment with diverse viewpoints.

• Must be comfortable with ambiguity, displaying sound decision-making and judgment capabilities, along with attention to detail.

• Must maintain strict confidentiality of all personal and health-sensitive information.

• Ability to effectively manage challenging situations and balance multiple priorities.

• Basic computer proficiency, including the ability to access, enter, and interpret computerized data/information, with proficiency in Microsoft Suite applications, specifically Excel, Word, Outlook, and Zoom.

• Exhibits thorough knowledge of various sections within the work unit to provide assistance and backup coverage as directed.

• Demonstrates a deep understanding of Revenue Cycle processes and applies this knowledge to meet and uphold productivity standards as defined by management.

🏝️ Benefits

• Health insurance

• Dental

• 401K retirement plan