Patient Intake Specialist

About the role

Obtains authorization from payer’s case manager for services ordered/requested for prospects/referrals in a timely manner.

Documents specific details related to the authorization including effective and end dates using the appropriate legacy system and associated software application via patient notes, authorizations, tasks, workflow, phone calls and/or email.

Obtains additional pre-certification as needed. Consults with the agency as needed for all private insurance referrals and documents/communicates via the software application in a timely manner.

Serves as a liaison between the branch location and the payer on a regular basis.

Captures and communicates any changes or updates from the payer in a timely manner.

Accesses authorizations via email, telephone, fax, and/or online application in the most efficient and timely manner.

Solves customer requests, inquiries, and concerns in an expedient and respectful manner.

Problem solves independently before referring issues to the Supervisor/Manager for resolution.

Performs eligibility and/or similar, comparable, or related duties as may be required or assigned.

Responsibilities

• Obtains authorization from payer’s case manager for services ordered/requested for prospects/referrals in a timely manner.
• Documents specific details related to the authorization including effective and end dates using the appropriate legacy system and associated software application via patient notes, authorizations, tasks, workflow, phone calls and/or email.
• Obtains additional pre-certification as needed. Consults with the agency as needed for all private insurance referrals and documents/communicates via the software application in a timely manner.
• Serves as a liaison between the branch location and the payer on a regular basis.
• Captures and communicates any changes or updates from the payer in a timely manner.
• Accesses authorizations via email, telephone, fax, and/or online application in the most efficient and timely manner.
• Solves customer requests, inquiries, and concerns in an expedient and respectful manner.
• Problem solves independently before referring issues to the Supervisor/Manager for resolution.
• Performs eligibility and/or similar, comparable, or related duties as may be required or assigned.

Requirements

• 2+ years experience in Medical Administration or Customer Service
• Diploma or GED required
• EMR experience preferred