Patient Services Specialist (Intake)

Patient Services Specialist (Intake)

A Patient Services Specialist (Intake) is responsible for coordinating the intake, scheduling, and care delivery process for patients. Conducts interviews with patients to compile intake information. Makes referrals to service providers based on patient needs and assessment. Works under the general supervision of the Admission Team Manager.

Essential Duties and Responsibilities for a Patient Services Specialist (Intake):

• Receives intake and informational calls. Directs department calls to the appropriate party; assists with phone calls to non-admitted patients to facilitate admissions.
• Assists in the day to day coordination of team clinical functions, facilitates, and schedules assessments.
• Obtains complete demographic and insurance information from appropriate source. Obtains medical certification and less than six-month prognosis for Hospice patients from the attending physician prior to assessment visit.
• Obtains and retrieves medical information pertinent to referral, prior to nursing assessment when possible.
• Notifies Team Manager or Director of scheduling concerns, documentation/ insurance requirements.
• Ensures nursing staff has current and accurate patient information attached to the patient chart.
• Understands and applies local coverage Determination Policies in order to assist in the identification of the best system of care for the prospect and assure eligibility for Hospice.
• Understands and applies Medicare, Medicaid, and third party requirements for eligibility and informs referral sources, as necessary.
• Participates in verification of insurance benefits. Follows up on third party insurance authorization when necessary. Acts as resource person for insurance information to all staff. Participates in special projects, statistical reporting, and analysis, as necessary.
• Demonstrates bias for action, acts on what is important, is proactive and creative, possesses a can-do attitude, ability to multi-task, has the ability to work under pressure and keep difficult situations in perspective.
• Performs necessary clerical tasks to include filing, mailing, record keeping, copying, and other tasks assigned to assure professionally organized medical and statistical records and to facilitate referral processing.
• Enters all patient information, telephone calls, prospect disposition into EMR System.

Non-Essential Duties and Responsibilities:

• Expected to perform additional duties.

Qualifications for a Patient Services Specialist (Intake):

• Education/Certification High School Diploma/GED
• Experience Experience in a healthcare environment preferred. Experience in Hospice & Palliative Care helpful.