Intake Specialist – Insurance Verification

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

📋 Description

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

• Engage with patients regarding their financial responsibilities, collect payments as necessary, and accurately document all interactions.

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

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

• Utilize knowledge of payer requirements to guarantee that services are delivered appropriately and in compliance.

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

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

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

• Work alongside sales, insurance verification, and internal support teams to facilitate the referral and intake process.

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

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

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

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

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

• Perform additional related duties as assigned.

⛳️ Requirements

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

• A 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 required: Experience in management, administrative roles, clerical work, insurance, billing, claims, call center, or customer service.

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

• Strong verbal and written communication skills are essential.

• Analytical, problem-solving, and decision-making skills with a keen attention to detail.

• Ability to multi-task in a fast-paced environment.

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

• Comfort with learning new technologies and navigating multiple systems.

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

• A background check conducted by the company is required for all roles.

• A Motor Vehicle Record Check conducted by the company is mandatory for all driving roles.

• Clinical positions require valid licensure/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, including 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.

• Participation in the on-call rotation during non-business hours in accordance with company policy.