Intake Specialist

About the role

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.

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
• Cook up 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

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