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.

Core 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

Why You're the Best Fit

• 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

Work Environment

• Physical Requirements: Each role has a unique set of physical demands and work environment(s) that an employee will encounter while performing the essential function of the job. Reasonable accommodations may be made to enable individuals with disability(s) to perform the essential functions. For more detail surrounding these requirements please inquire upon application selection.

Compensation

• Compensation is based on experience, location and role level

Total Rewards & Benefits Program

• Comprehensive medical, dental and vision coverage (eligible first of the month following hire)
• 401(k) 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)
• CVS Minute Clinic and Teledoc access
• Spousal Advantage Reimbursement Plan
• Identity Theft Protection and Legal Plan

Requirements Disclosure

• Company conducted Background Check is required for all roles
• Company conducted Motor Vehicle Record Check is required for all driving roles
• Clinical roles require valid licensure/certification, where applicable

In accordance with Florida law, candidates applying for positions located in Florida are required to undergo background screening through the Florida Care Provider Background Screening Clearinghouse, as applicable. As required, we are providing all applicants with access to the Clearinghouse Education and Awareness website:

In accordance with California law, candidates applying for positions located in California that require on-site presence at a Home Medical Device Retailer (HMDR) facility must obtain a California Department of Public Health (CDPH) Exemptee License. This license requires completion of state-approved training and a course completion certificate, as HMDR facilities are required to have an Exemptee physically present during all hours of operation in lieu of a pharmacist. Applicants must include proof of required training with their license application or disclose their intent to obtain. More information on the CDPH HMDR program and approved training options can be found here: Home Medical Device Retail Program.

AdaptHealth is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual's race, color, religion, creed, sex, national origin, age, disability, marital status, veteran status, sexual orientation, gender identity, genetic information, or any other status protected by applicable law. This policy applies to all terms, conditions, and privileges of employment, including recruitment, hiring, placement, compensation, promotion, discipline, and termination.

Ready to Make an Impact?

If you're passionate about and committed to changing lives, we want to hear from you. Apply today and take the next step in your career with AdaptHealth!