Intake Specialist – Insurance Verification

Posted Sep 19

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 standards, offering updates and alternative solutions to facilitate timely care.

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

• Exhibit in-depth knowledge of payer requirements to guarantee that services are delivered appropriately and in accordance with compliance standards.

• Maintain accurate and timely records of patient information and communications utilizing electronic systems.

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

• Coordinate with leadership to ensure the correct inventory and services are selected and scheduled.

• Work closely with sales, insurance verification, and internal support teams to streamline the referral and intake processes.

• Navigate various EMR and online systems to collect and manage documentation efficiently.

• Confirm that appropriate shipping and delivery methods align with company procedures.

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

• Participate in the on-call rotation during non-business hours as per company policy.

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

• Undertake 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 necessary.

• While experience in management, administrative roles, clerical work, insurance, billing, claims, call center, or customer service is preferred, it is not mandatory.

• Experience in a healthcare organization, pharmacy, HME, medical supply, or a Medicare-certified environment 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.

• Capable of multitasking in a fast-paced environment.

• Proficient in computer skills, with knowledge of Microsoft Office and healthcare systems being a plus.

• Comfortable with learning new technologies and managing multiple systems.

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

• A background check conducted by the company is mandatory for all positions.

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


🏝️ Benefits

• Competitive Compensation and Incentives.

• Comprehensive Total Rewards & Benefits.

• Inclusive medical, dental, and vision coverage (eligible the first of the month following hire).

• 401(k) plan with company matching.

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

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