Intake Specialist

About the Role

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