Intake Specialist

About the role

The Intake Specialist processes new patient referrals and triages them to an in-network DME, demonstrating strong organizational, time management, and communication skills.

Responsibilities

• Process new patient referrals, including documentation review, patient contact, sample entry, documentation completion, and triage to an in-network DME.
• Enter patient referrals into CRM software to ensure all relevant information is recorded properly for delivery and insurance processing.
• Manage and validate incoming clinical orders through the company's proprietary Loop platform, ensuring accuracy, completeness, and timely processing.
• Review new patient referral records to ensure completeness and accuracy.
• Maintain a patient load of approximately 50-150 patients to confirm their documentation and justify the need for product orders.
• Maintain a daily call volume of 25-45 calls with patients, healthcare providers, and referral sources to validate information, obtain required documentation, facilitate order closure, and ensure timely product delivery.
• Maintain proactive daily communication with Territory Managers, providing real-time prescription status updates and coordinating efforts to expedite order completion and product delivery.
• Complete insurance review to determine network status.
• Establish final determination on network status and contact patients to communicate their continuum of care.
• Ensure open communication and collaboration between HR HealthCare Patient Services and third-party DMEs regarding transferred orders, ensuring timely processing per transfer directives and achieving metrics for patient satisfaction.

Requirements

• High level of verbal communication skills.
• Analytical, data entry, and reporting skills.
• Experience maintaining employee files.
• Dependable with strong organization skills.
• Scheduling experience.
• Able to maintain confidentiality.
• Ability to work in a team.
• Proficiency in Microsoft Office and data entry skills.