Intake Specialist - Infusion Clinics

Posted: Sep 16, 2026

About the role

This team member will play a vital role in the delivery of an efficient and well-rounded intake experience for our patients, referring providers and others involved with the delivery of care. Option Care Health consistently strives to be intentional and attentive in managing the process of receiving referrals for infusion services and ensuring that patients receive the care they need in a timely manner.

Responsibilities

• Gathering necessary information that is pertinent for a complete and thorough patient intake, such as demographics, insurance information, clinical, lab and medical testing documentation
• Input accurate information while building and/or updating patient records
• Review all incoming faxed documents and attach to new or existing patient profile
• Contact patient or provider to obtain any missing information
• Verifying insurance to check for coverage and benefits pertaining to medications and services through the patients’ medical benefit
• Manage authorizations - submit and track requests for prior authorization
• Schedule services - arrange appointments appropriately that are in line with order and care plan
• Maintain records - keep patient records up to date and accurate including demographics, insurance information, registration forms, medical record requests
• Communicate - Keep patients and referral sources informed about the status of their referrals
• Document in the patient record all requests and conversations designed to help provide seamless coordination of care
• Assist with enrollment - Help patients enroll in programs that may help with out-of-pocket costs
• Collect Payment - Appropriately collect payment on patient balances, copays, and/or self-pay patients
• Answer Phones - Help answer patient questions, triage calls to appropriate team member or department, and involve appropriate persons to best assist questions at hand
• Train new team members
• Promote training participation and help team members in following new and existing workflow processes
• Deliver messages that promote continuous improvement
• Comply with company “best practices”
• Other duties as assigned

Requirements

High School Diploma Minimum 3 years’ experience in healthcare related customer service, medical billing and coding, benefits verification, scheduling, health care related call center, or similar responsibilities

Qualifications

• Ability to communicate