Intake Specialist
for each section. Use - for lists,
for prose.
We need to preserve all substantive information, but remove boilerplate (EEO, etc). Also remove duplicated lines.
We need to decide sections: About the role (description summary). Responsibilities (list of duties). Requirements (education/experience, certifications). Qualifications maybe similar to requirements? Could combine? But we need separate sections only if content exists. The posting includes "Requirements" and "Technology". Could treat "Qualifications" as skills? There's "Critical Skills And Behaviors". That could be Skills section. Also "Process Improvement" maybe part of Skills. We'll create sections: About the role, Responsibilities, Requirements, Skills (covering Critical Skills And Behaviors, Process Improvement, Technology?), maybe Qualifications (certifications). But we need to avoid thin sections.
Let's extract content:
Description Summary paragraph: "The Intake Specialist contributes to IHC's mission and goals of client satisfaction, quality of care, cost competitiveness and productivity by ensuring efficient handling of all client income documentation, front-office paperwork, EMRs, and billing. The Intake Specialist works closely with the other front office staff to provide customer service to clients in the lobby and on the phone, and complete billing paperwork and daily reports integral to monitoring the overall effectiveness of the clinic. A certified Intake Specialist acts as a navigator and has advanced knowledge of how to navigate the entire clinic process flow. They apply this knowledge to determine the eligibility for the various Medicaid, Medicare, sliding fee scales and payment plans."
That's about the role.
Responsibilities: includes Evaluation of performance? Actually evaluation is not responsibilities but maybe part of performance. But we can list responsibilities: ensuring efficient handling of client income documentation, front-office paperwork, EMRs, billing; works with front office staff to provide customer service; complete billing paperwork and daily reports; certified navigator determines eligibility for Medicaid, Medicare, sliding fee scales, payment plans; Greets clients and visitors, assists with check in; Makes appointments and educates clients regarding documents; Answers phones and directs calls; Accurately enters, maintains, retrieves data; Uses and maintains EMR, assembles income documents, ensures info up to date; Assists in timely completion of daily Batches, including migrant worker Batches, ensuring all information complete and accurate on superbill and supporting docs attached; Assists in running daily Variance Report; Determines eligibility and signs up eligible clients for Medicaid or Medicare part D, refers eligible clients to WIC programs; Certified - troubleshoots patients billing and payment questions/issues; Certified - drafts payment plans for office/practice manager review and approval.
Also maybe "Job controls and complexity" etc but those are more about nature of work.
We can include responsibilities as bullet list.
Requirements: "Graduation from a standard high school, or equivalent. Required - One (1) year of prior experience in an office or health-related position. Related education can substitute for experience. Preferred - Two (2) years prior experience in an office, preferably with at least six (6) months experience with IHC or in a community service agency. Indiana Navigator license required for Certified Intake Specialist. Bilingual preferred."
Technology: "Demonstrate office equipment and computer skills, including data entry Able to use Microsoft Word, Excel, and Outlook, and electronic health records, eCW, etc."
Critical Skills And Behaviors: list of skills: Logic and Analysis (think logically, basic math), Communication (effective verbal/written, interact diverse population, maintain relationships, positive customer service, resolve conflicts, think creatively, negotiate, team environment), Intake Functions (learn/follow SOPs, follow routines, train others, patient scheduling, Medicaid/Medicare knowledge, counsel clients on Medicaid advantages, recognize troubleshoot scheduling conflicts, take initiative prioritize/organize/follow up), Work Product (high detail orientation/accuracy, perform responsibilities accurately/efficiently/timely, knowledge standard office practices, juggle multiple requests/meet deadlines), Process Improvement (follow standard work procedures, participate in process improvement projects, participate in high performing work teams; maintain team approach to problem solving).
Physical demands and work environment: "Majority of work is non-strenuous. Some, albeit limited, potential risk from disgruntled or disoriented patients, and/or clinic environment. Must be able to operate general office equipment, including computers, telephone, etc." Could be part of Requirements? But we could include as a separate section maybe "Work Environment". But not in allowed headings list. Allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we could put physical demands under Skills? Not ideal. Maybe we can incorporate into Requirements or Skills as a bullet. But we must not invent sections. We could put under Skills as part of "Skills" (including physical demands). Or we could omit if not fitting. However we need to preserve ALL substantive information. So we need to include physical demands somewhere. Could add a
under Skills or Requirements. Probably under Skills as "Physical demands and work environment". But that is not a skill. Could add a separate section "Working Conditions" but not allowed. So we need to fit within allowed headings. Perhaps we can add a
under Requirements (since it's about ability to operate equipment). Or under Skills (since it's about ability). I'd put under Requirements as a note about physical ability.
Qualifications: Could include certifications: Indiana Navigator license required for Certified Intake Specialist. Also maybe "Certified Intake Specialist" as qualification. Could put under Qualifications.
Skills: include Critical Skills And Behaviors, Technology, Process Improvement maybe.
Let's structure:
About the role
... description summary ...
Responsibilities
- Ensure efficient handling of client income documentation, front-office paperwork, EMRs, and billing.
- Work closely with front office staff to provide customer service in the lobby and on the phone.
- Complete billing paperwork and daily reports integral to monitoring clinic effectiveness.
- Act as a navigator (certified) with advanced knowledge of clinic process flow to determine eligibility for Medicaid, Medicare, sliding fee scales, and payment plans.
- Greet clients and visitors, assist with check‑in process.
- Make appointments and educate clients on required documents for service.
- Answer phones and accurately direct calls.
- Enter, maintain, and retrieve data in IHC's computer system.
- Use and maintain electronic medical record, assemble income documents, keep client information current and complete.
- Assist in timely completion of daily batches (including migrant worker batches), ensuring superbill accuracy and attached supporting documents.
- Assist in running daily variance report.
- Determine eligibility and enroll eligible clients for Medicaid or Medicare Part D; refer eligible clients to WIC programs.
- (Certified) Troubleshoot patient billing and payment questions/issues.
- (Certified) Draft payment plans for office/practice manager review and approval.
Requirements
- High school diploma or equivalent.
- Minimum one (1) year of prior office or health‑related experience; related education may substitute.
- Preferred: two (2) years office experience, with at least six (6) months at IHC or a community service agency.
- Indiana Navigator license required for Certified Intake Specialist.
- Bilingual preferred.
- Ability to operate general office equipment (computers, telephone, etc.) and tolerate a primarily non‑strenuous work environment with limited exposure to disgruntled or disoriented patients.
Qualifications
- Certified Intake Specialist status (Indiana Navigator license) demonstrates advanced eligibility navigation and billing expertise.
Skills
- Logic and Analysis – think logically, apply basic mathematics.
- Communication – effective verbal/written skills; interact with diverse populations; maintain positive relationships with physicians, staff, patients; resolve conflicts, think creatively, negotiate solutions; work well in teams.
- Intake Functions – learn and follow standard work procedures without variation; adapt routines as needed; train others; proficient patient scheduling (walk‑ins, overbooking, rescheduling); knowledgeable about Medicaid/Medicare requirements; counsel clients on Medicaid advantages; identify and troubleshoot scheduling conflicts; take initiative, prioritize, organize tasks, follow up.
- Work Product – high detail orientation and accuracy; perform duties accurately, efficiently, and timely; know standard office practices; manage multiple requests and deadlines.
- Process Improvement – follow standard work procedures; participate in process improvement projects; contribute to high‑performing teams and team‑based problem solving.
- Technology – proficient with office equipment and data entry; skilled in Microsoft Word, Excel, Outlook, and electronic health records (eCW, etc.).
We have not included Benefits, Pay, Schedule as they are not present.
Check for any duplicated lines: we removed evaluation of performance etc. We didn't include that. It's okay.
We need to ensure we didn't miss any substantive info: The "Evaluation of performance" paragraph about goals etc. Could be considered part of Responsibilities? It's about how performance will be evaluated. Might be considered part of Responsibilities or maybe a separate section but not in allowed headings. Could incorporate into Responsibilities as a bullet about performance evaluation criteria. But the instruction: "Preserve ALL substantive information". So we should include that info somewhere. Could add a bullet under Responsibilities: "Performance evaluated based on meeting specific goals, productivity measures, employee satisfaction scores, and other quality indicators (IHC strategic objectives, site strategic objectives, functional capabilities, leadership/employee capabilities, IHC commitments, quality measures, productivity measures)." That seems appropriate.
Also "Application of knowledge" paragraphs about expert knowledge etc. Could be part of Requirements or Skills. Might be covered by Skills but we can add a bullet under Requirements: "Requires expert knowledge of income eligibility rules, verification, application, documentation procedures; specialized knowledge of Medicaid/Medicare application processes, medical billing practices, EMR, IHC policies." Or under Skills.
We also have "Intake Specialist requires general knowledge of work common to eligibility, billing, payment, and reception, including knowledge of IHC's guidelines, practices, standard terminology, and methods to support the intake function." That's also knowledge.
We should incorporate these knowledge statements.
Let's add a bullet under Requirements: "Requires expert knowledge of income eligibility rules, verification, application, and documentation procedures; specialized knowledge of Medicaid and Medicare application processes, medical billing practices, electronic medical records, and IHC policies and procedures; plus general knowledge of eligibility, billing, payment, and reception work, including IHC guidelines, practices, terminology, and methods."
But we already have a bullet for Indiana Navigator license etc. We can combine.
We also have "Job controls and complexity" etc. Could be part of Responsibilities or Skills. Might be covered by "Process Improvement" etc. Might be okay to omit if not essential? But we need preserve all substantive info. Could add a bullet under Responsibilities: "Operates using established sequential steps and guidelines (Medicaid, procedure manuals); tasks involve recognizing clear differences in varied situations; work impacts accuracy, reliability, acceptability of downstream processes and services, affecting client service delivery and clinic reimbursement."
Also "Nature and purpose of contacts" could be under Responsibilities: "Contacts are routine and structured with clients, state agencies, professional and non‑professional staff
for prose. We need to preserve all substantive information, but remove boilerplate (EEO, etc). Also remove duplicated lines. We need to decide sections: About the role (description summary). Responsibilities (list of duties). Requirements (education/experience, certifications). Qualifications maybe similar to requirements? Could combine? But we need separate sections only if content exists. The posting includes "Requirements" and "Technology". Could treat "Qualifications" as skills? There's "Critical Skills And Behaviors". That could be Skills section. Also "Process Improvement" maybe part of Skills. We'll create sections: About the role, Responsibilities, Requirements, Skills (covering Critical Skills And Behaviors, Process Improvement, Technology?), maybe Qualifications (certifications). But we need to avoid thin sections. Let's extract content: Description Summary paragraph: "The Intake Specialist contributes to IHC's mission and goals of client satisfaction, quality of care, cost competitiveness and productivity by ensuring efficient handling of all client income documentation, front-office paperwork, EMRs, and billing. The Intake Specialist works closely with the other front office staff to provide customer service to clients in the lobby and on the phone, and complete billing paperwork and daily reports integral to monitoring the overall effectiveness of the clinic. A certified Intake Specialist acts as a navigator and has advanced knowledge of how to navigate the entire clinic process flow. They apply this knowledge to determine the eligibility for the various Medicaid, Medicare, sliding fee scales and payment plans." That's about the role. Responsibilities: includes Evaluation of performance? Actually evaluation is not responsibilities but maybe part of performance. But we can list responsibilities: ensuring efficient handling of client income documentation, front-office paperwork, EMRs, billing; works with front office staff to provide customer service; complete billing paperwork and daily reports; certified navigator determines eligibility for Medicaid, Medicare, sliding fee scales, payment plans; Greets clients and visitors, assists with check in; Makes appointments and educates clients regarding documents; Answers phones and directs calls; Accurately enters, maintains, retrieves data; Uses and maintains EMR, assembles income documents, ensures info up to date; Assists in timely completion of daily Batches, including migrant worker Batches, ensuring all information complete and accurate on superbill and supporting docs attached; Assists in running daily Variance Report; Determines eligibility and signs up eligible clients for Medicaid or Medicare part D, refers eligible clients to WIC programs; Certified - troubleshoots patients billing and payment questions/issues; Certified - drafts payment plans for office/practice manager review and approval. Also maybe "Job controls and complexity" etc but those are more about nature of work. We can include responsibilities as bullet list. Requirements: "Graduation from a standard high school, or equivalent. Required - One (1) year of prior experience in an office or health-related position. Related education can substitute for experience. Preferred - Two (2) years prior experience in an office, preferably with at least six (6) months experience with IHC or in a community service agency. Indiana Navigator license required for Certified Intake Specialist. Bilingual preferred." Technology: "Demonstrate office equipment and computer skills, including data entry Able to use Microsoft Word, Excel, and Outlook, and electronic health records, eCW, etc." Critical Skills And Behaviors: list of skills: Logic and Analysis (think logically, basic math), Communication (effective verbal/written, interact diverse population, maintain relationships, positive customer service, resolve conflicts, think creatively, negotiate, team environment), Intake Functions (learn/follow SOPs, follow routines, train others, patient scheduling, Medicaid/Medicare knowledge, counsel clients on Medicaid advantages, recognize troubleshoot scheduling conflicts, take initiative prioritize/organize/follow up), Work Product (high detail orientation/accuracy, perform responsibilities accurately/efficiently/timely, knowledge standard office practices, juggle multiple requests/meet deadlines), Process Improvement (follow standard work procedures, participate in process improvement projects, participate in high performing work teams; maintain team approach to problem solving). Physical demands and work environment: "Majority of work is non-strenuous. Some, albeit limited, potential risk from disgruntled or disoriented patients, and/or clinic environment. Must be able to operate general office equipment, including computers, telephone, etc." Could be part of Requirements? But we could include as a separate section maybe "Work Environment". But not in allowed headings list. Allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we could put physical demands under Skills? Not ideal. Maybe we can incorporate into Requirements or Skills as a bullet. But we must not invent sections. We could put under Skills as part of "Skills" (including physical demands). Or we could omit if not fitting. However we need to preserve ALL substantive information. So we need to include physical demands somewhere. Could add a
under Skills or Requirements. Probably under Skills as "Physical demands and work environment". But that is not a skill. Could add a separate section "Working Conditions" but not allowed. So we need to fit within allowed headings. Perhaps we can add a
under Requirements (since it's about ability to operate equipment). Or under Skills (since it's about ability). I'd put under Requirements as a note about physical ability. Qualifications: Could include certifications: Indiana Navigator license required for Certified Intake Specialist. Also maybe "Certified Intake Specialist" as qualification. Could put under Qualifications. Skills: include Critical Skills And Behaviors, Technology, Process Improvement maybe. Let's structure:
About the role
... description summary ...
Responsibilities
- Ensure efficient handling of client income documentation, front-office paperwork, EMRs, and billing.
- Work closely with front office staff to provide customer service in the lobby and on the phone.
- Complete billing paperwork and daily reports integral to monitoring clinic effectiveness.
- Act as a navigator (certified) with advanced knowledge of clinic process flow to determine eligibility for Medicaid, Medicare, sliding fee scales, and payment plans.
- Greet clients and visitors, assist with check‑in process.
- Make appointments and educate clients on required documents for service.
- Answer phones and accurately direct calls.
- Enter, maintain, and retrieve data in IHC's computer system.
- Use and maintain electronic medical record, assemble income documents, keep client information current and complete.
- Assist in timely completion of daily batches (including migrant worker batches), ensuring superbill accuracy and attached supporting documents.
- Assist in running daily variance report.
- Determine eligibility and enroll eligible clients for Medicaid or Medicare Part D; refer eligible clients to WIC programs.
- (Certified) Troubleshoot patient billing and payment questions/issues.
- (Certified) Draft payment plans for office/practice manager review and approval.
Requirements
- High school diploma or equivalent.
- Minimum one (1) year of prior office or health‑related experience; related education may substitute.
- Preferred: two (2) years office experience, with at least six (6) months at IHC or a community service agency.
- Indiana Navigator license required for Certified Intake Specialist.
- Bilingual preferred.
- Ability to operate general office equipment (computers, telephone, etc.) and tolerate a primarily non‑strenuous work environment with limited exposure to disgruntled or disoriented patients.
Qualifications
- Certified Intake Specialist status (Indiana Navigator license) demonstrates advanced eligibility navigation and billing expertise.
Skills
- Logic and Analysis – think logically, apply basic mathematics.
- Communication – effective verbal/written skills; interact with diverse populations; maintain positive relationships with physicians, staff, patients; resolve conflicts, think creatively, negotiate solutions; work well in teams.
- Intake Functions – learn and follow standard work procedures without variation; adapt routines as needed; train others; proficient patient scheduling (walk‑ins, overbooking, rescheduling); knowledgeable about Medicaid/Medicare requirements; counsel clients on Medicaid advantages; identify and troubleshoot scheduling conflicts; take initiative, prioritize, organize tasks, follow up.
- Work Product – high detail orientation and accuracy; perform duties accurately, efficiently, and timely; know standard office practices; manage multiple requests and deadlines.
- Process Improvement – follow standard work procedures; participate in process improvement projects; contribute to high‑performing teams and team‑based problem solving.
- Technology – proficient with office equipment and data entry; skilled in Microsoft Word, Excel, Outlook, and electronic health records (eCW, etc.).