Intake Specialist

Responsibilities Review medical records, clinical documentation, and payer guidelines to determine patient eligibility, qualification status, and compliance prior to service delivery. Communicate with patients regarding financial responsibility, collect payments when applicable, and document interactions accurately. Contact patients when documentation does not meet payer requirements, providing updates and alternative options to support timely care. Work with referral sources, physicians, and clinical teams to obtain complete and compliant documentation. Demonstrate expert knowledge of payer requirements to ensure services are provided appropriately and in compliance. Maintain accurate, timely documentation of patient information and communications using electronic systems. Accurately enter referrals within established timeframes while meeting productivity and quality standards. Coordinate with leadership to ensure appropriate inventory and services are selected and scheduled. Work closely with sales, insurance verification, and internal support teams to facilitate the referral and intake process. Navigate multiple EMR and online systems to obtain and manage documentation. Ensure appropriate shipping and delivery methods are selected in accordance with company procedures. Answer incoming calls promptly and provide professional assistance to patients and referral sources. Participate in on-call rotation during non-business hours in accordance with company policy. Support team operations and quality standards by following company policies and procedures. Performs other related duties as assigned. Requirements One (1) year of relatable work experience required High School Diploma, Associate’s degree in relatable field, Healthcare Administration, Business Administration or equivalent work experience required Experience in management, administrative, clerical, insurance, billing, claims, call center, or customer service preferred but not required Experience within a healthcare organization, pharmacy, HME, medical supply, or Medicare-certified environment is a plus but not required Excellent verbal and written communication skills including analytical, problem-solving and decision-making abilities with attention to detail Ability to multi-task in a fast paced environment Proficient computer skills – Microsoft Office and healthcare systems are a plus Comfort learning new technologies and navigating multiple systems Ability to work independently while following established procedures and directives Core Competencies Demonstrates expertise in reviewing medical records and clinical documentation to ensure patient eligibility and compliance, while effectively communicating with patients and coordinating with healthcare teams. Proficient in managing documentation and navigating electronic systems to support timely service delivery. Tools & Technologies Electronic Medical Records (EMR) Microsoft Office Healthcare Systems #J-18808-Ljbffr Jobtailor