Patient Intake Specialist

About the role

The Patient Intake Specialist plays a key role in helping patients access the care they need by scheduling evaluations, treatments, and specialized testing. They also coordinate referrals, gather important information, and schedule appointments with the right clinic for therapy or functional testing.

Responsibilities

• Help patients get the care they need by scheduling evaluations, treatments, and specialized testing (like FCEs) quickly and accurately.
• Review referrals and medical documentation to make sure every appointment is set up for success.
• Match patients to the right clinic or specialist using internal tools, ensuring the best fit for their care needs.
• Serve as a key point of contact for case managers, attorneys, and other partners; keeping communication clear, timely, and tailored to their preferences.
• Keep a pulse on scheduling activity by monitoring reports and identifying trends or issues, then partnering with your team to find solutions.
• Build strong, lasting relationships with clinics and referral partners to support a seamless patient experience.
• Stay organized and proactive, tracking outreach, resolving scheduling challenges, and helping the team meet its goals.
• Other projects and duties as assigned.

Requirements

• High school diploma or equivalent.
• Experience helping customers or patients in a phone-based or fast-paced environment.
• Strong communication and relationship-building skills.
• Ability to stay organized, multitask, and problem-solve with a calm, professional approach.
• Comfortable using Microsoft Office and learning new systems and tools.

Qualifications

• Familiarity with Upstream’s services is a plus.

Skills

• Excellent communication and interpersonal skills.
• Organizational and multitasking abilities.
• Problem-solving skills.
• Microsoft Office proficiency.

Benefits

Annual paid Charity Day to give back to a cause meaningful to you
100% employer paid medical health insurance premium option available
Dental and Vision insurance
401(k) with company match
Generous PTO and paid holidays
Supportive team and leadership invested in your success

Pay

$15.00 - $18.00/hour

Schedule

Remote (Must Reside in the United States)