Patient Intake Specialist

Location & Work Environment

Blue Bell, PA – fully onsite. Employees have their own cubicle workspace in a brand‑new office environment.

Schedule

Monday‑Friday, 8:00 AM‑4:30 PM or 8:30 AM‑5:00 PM (5 days per week).

Pay

Contract‑to‑Hire position paying $22‑$24 per hour. Total duration: 1,040 hours.

Benefits

• Medical, dental, and vision coverage
• Critical illness, accident, and hospital coverage
• 401(k) retirement plan (pre‑tax and Roth post‑tax contributions available)
• Voluntary life & AD&D insurance for employee and dependents
• Short‑term and long‑term disability
• Health spending account (HSA)
• Transportation benefits
• Employee assistance program (EAP)
• Time off / leave (PTO, vacation, or sick leave)

About the Role

In this role you’ll serve as a critical connection between patients, healthcare providers, referral sources, insurance carriers, and internal teams. You’ll help ensure that patient orders are processed accurately and efficiently while supporting insurance verification, documentation management, reimbursement activities, and coordination of services. The position requires strong customer‑service skills, attention to detail, and the ability to navigate sensitive conversations regarding insurance eligibility and coverage.

Key Responsibilities

• Review referral documentation and patient records for accuracy and completeness.
• Enter patient and order information into internal systems.
• Verify insurance coverage and benefits to support processing and reimbursement.
• Obtain required documentation from referral sources, providers, patients, and internal teams.
• Maintain accurate patient order records throughout the intake process.
• Communicate order status updates to patients, providers, and internal stakeholders.
• Prepare and process documentation related to product delivery and reimbursement.
• Coordinate with cross‑functional teams to ensure timely service delivery.
• Support compliance with payer requirements, clinical guidelines, and company policies.
• Help minimize claim denials through thorough documentation review.
• Provide exceptional customer service to patients, caregivers, and healthcare partners.
• Assist with special projects and process‑improvement initiatives.

Required Skills & Experience

• High school diploma or equivalent.
• At least 1 year of experience in customer service, healthcare administration, medical office operations, healthcare intake, or a related environment.
• Knowledge of medical terminology.
• Experience using Microsoft Office applications, including Outlook, Word, and Excel.
• Knowledge of insurance verification processes and healthcare reimbursement models.
• Strong organizational skills and exceptional attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities and meet deadlines.
• Commitment to maintaining patient confidentiality and HIPAA compliance.
• Comfort working independently and collaboratively within a team environment.

Nice‑to‑Have Skills

• Insurance authorization experience.
• Reimbursement and claims support experience.
• Referral and order management experience.
• Experience working in a fast‑paced healthcare environment.
• Process improvement or project support experience.
• Experience building relationships with providers, payers, and patients.