Intake Specialist

About the role

The organization operates in the home medical equipment and healthcare services industry, focusing on supporting patients beyond hospital care. It serves as a critical link between patients, healthcare providers, and compassionate care services, with a nationwide presence that facilitates access to high-quality medical equipment and related support.

The INTAKE SPECIALIST role is essential for ensuring patient access to medical equipment and services by managing referrals and clinical documentation review. This position coordinates with various stakeholders to verify insurance eligibility, ensure compliance with payer requirements, and streamline the intake process. The role impacts patient care by facilitating timely and accurate service setup.

Responsibilities

• Review medical records and payer guidelines to confirm patient eligibility and compliance
• Communicate with patients about financial responsibilities and collect payments when required
• Follow up with patients and referral sources to obtain necessary documentation
• Maintain accurate records of patient information and interactions
• Enter referrals promptly while meeting quality standards
• Collaborate with leadership to manage inventory and scheduling
• Coordinate with sales, insurance verification, and internal teams to support intake
• Navigate electronic medical records and online systems for documentation management
• Ensure proper shipping and delivery methods according to procedures
• Provide professional support via phone to patients and referral sources
• Participate in on-call rotation as required
• Adhere to company policies and contribute to team quality standards

Requirements

• Minimum one year of relevant work experience
• High School Diploma or Associate’s degree in related field or equivalent experience
• Preferred experience in management, administrative, insurance, billing, call center, or customer service
• Familiarity with healthcare organizations or medical equipment providers is advantageous
• Strong communication, analytical, and problem-solving skills
• Ability to multitask in a fast-paced environment
• Proficiency with Microsoft Office; healthcare system experience is a plus
• Comfortable with learning new technologies and managing multiple systems
• Able to work independently following established procedures

Pay

Compensation ranges from $16 to $25 per hour, based on experience, location, and role level.

Benefits

• Comprehensive medical, dental, and vision coverage effective the first of the month after hire
• 401(k) plan with company match
• Paid Time Off including six paid holidays
• Employee Stock Purchase Plan
• Paid Parental Bonding Leave
• Short and Long-term Disability Insurance
• Life and AD&D Insurance
• Flexible Spending Accounts and Health Savings Accounts
• Access to CVS Minute Clinic and Teledoc
• Spousal Advantage Reimbursement Plan
• Identity Theft Protection and Legal Plan