Intake Specialist - Home IV

About Us

Palmetto Infusion provides comprehensive ambulatory and home-based infusion services to both acute and chronically ill patients. Our centers care for people by providing patients and their families with a convenient, affordable, and safe place to receive infusion treatments. We strive for more than personal service – always delivering a warm and attentive health care experience that boosts patients’ state-of-mind, improves their health, and quality of life. At Palmetto Infusion, we believe in creating an experience that goes beyond just a job. It's about being part of something bigger than yourself - a connected group of caretakers who work together to restore health and hope to our patients.

About the Role

The primary responsibility is to ensure that patient referral intake information is accurately entered and emailed notification to sales and select staff. The Intake Specialist – Home IV functions as an integral member of a multidisciplinary clinical team which manages the care of Home Infusion patients. The Intake Specialist – Home IV works closely with the Insurance Case Managers and Clinical Nurse Managers (or designee) in providing and promoting customer service, process flow, operational integrity, quality care and process improvement along with high service standards.

Minimum Qualifications

• Experience/Education: High School Diploma or Equivalent
• Prior experience working in a healthcare environment
• Proficient at partner programs (i.e.: MS Outlook, Word, Excel)
• Ability to cope with ambiguous, changing environment while under pressure in a calm manner
• Must be able to work as a team member and develop productive and cooperative working relationships with all members of the Palmetto Infusion team

Essential Functions

• Enters new patient demographics, insurance into CPR+
• Scans and tags initial paperwork into medical record
• Sends e-mail alerts on all new referrals
• Provides timely acceptance and completion of new referrals
• Demonstrates ability to communicate effectively and express ideas clearly in a warm and helpful manner
• Takes initiative to present ideas/suggestions to management; follows appropriate organizational lines in resolving questions, concerns, and ideas
• Participates in a phone que answering patient calls
• Promotes Palmetto Infusion Services by providing quality, comprehensive services to all customers through a team approach
• Gives high priority to client satisfaction and anticipates customer needs
• Provides excellent internal and external customer service by ensuring work meets quality standards; sets high goals or standards of performance for self; takes pride in his/her work and completes work on schedule
• Demonstrates reliability and follow-through on all assigned tasks to ensure work meets quality standards
• Follows tracked documents until returned
• Reverifies insurance monthly
• Ensures appropriate documents are up to date and present in the patient’s medical record

About the Benefits

• Competitive Compensation
• Comprehensive Medical Insurance
• Dental and Vision Insurance
• Company Life Insurance
• Voluntary Life and Disability Insurance
• Additional Voluntary Supplemental Plans
• Flexible Spending Account (Medical and Dependent Care)
• Health Savings Account
• 401K Retirement Plan
• Employee Assistance Program (EAP)
• Employee Discounts
• Ramsey SmartDollar Program
• Referral Program
• Tuition Assistance
• Paid Time Off
• 8 Paid Company Holidays

Patient Advocacy Statement

At Palmetto Infusion, we believe that patient advocacy is at the heart of everything we do, regardless of our roles within the organization. Each member of our team is dedicated to putting the needs and well-being of our patients first. Whether we're working directly with patients or supporting them behind the scenes, our commitment to being a compassionate advocate is paramount. We understand that every interaction, every decision, and every effort contribute to the quality of care our patients receive. Together, we strive to ensure that every individual feels heard, supported, and empowered throughout their healthcare journey. This dedication to patient-centered care is what creates "The Palmetto Experience" — a standard of excellence that defines us and enriches the lives of those we serve.