Intake Specialist

Intake Specialist

The Intake Specialist plays a vital role in supporting patient access to care by coordinating referrals, reviewing clinical documentation, and ensuring services are set up accurately and efficiently. You'll work closely with patients, providers, referral sources, and internal teams to navigate insurance requirements, confirm eligibility, and move the intake process forward smoothly.

This role is ideal for someone who enjoys detail-oriented work, patient communication, and collaborating across teams in a fast-paced healthcare environment. The Intake Specialist is onsite and schedule is Monday-Friday 1:30pm-10:00 pm.

Core responsibilities include reviewing medical records, communicating with patients regarding financial responsibility, contacting patients when documentation does not meet payer requirements, working with referral sources, demonstrating expert knowledge of payer requirements, maintaining accurate documentation, entering referrals within established timeframes, coordinating with leadership, working closely with sales, insurance verification, and internal support teams, navigating multiple EMR and online systems, ensuring appropriate shipping and delivery methods, answering incoming calls, participating in on-call rotation, supporting team operations, and performing other related duties.

Why you're the best fit includes one year of relatable work experience, a high school diploma or equivalent, experience in management, administrative, clerical, insurance, billing, claims, call center, or customer service, excellent verbal and written communication skills, ability to multi-task, proficient computer skills, comfort learning new technologies, and ability to work independently.

Work environment includes physical requirements with reasonable accommodations, hours from Monday-Friday 1:30pm-10:00pm, and compensation based on experience, location, and role level: $17-19 an hour.

Total rewards & benefits program includes comprehensive medical, dental and vision coverage, 401(k) with company match, paid time off plans, employee stock purchase plan, paid parental bonding leave, short and long-term disability insurance, life and AD&D insurance, flexible spending accounts, CVS Minute Clinic and Teledoc access, spousal advantage reimbursement plan, identity theft protection and legal plan.

Requirements disclosure includes company conducted background check, company conducted motor vehicle record check, valid licensure/certification for clinical roles, and background screening for positions located in Florida.