Portal Specialist

About the role

The Portal Specialist is responsible for the timely and accurate retrieval of new referrals from assigned hospital and health-system portals to support Amerita’s intake workflow. This role ensures referral information is captured, entered, and communicated efficiently to downstream teams, ultimately reducing delays in onboarding new patients for home infusion services. Portal Specialists act as a key liaison between hospital case managers and Amerita, improving communication, referral accuracy, and overall service levels across markets.

Responsibilities

• Retrieves, reviews, and processes new referrals from assigned hospital portals in a timely manner
• Maintains accurate, compliant documentation in CPR+ and related systems
• Monitors multiple portals concurrently to minimize missed or delayed referrals
• Creates initial (“skeleton”) patient charts within CPR+
• Communicates within hospital and case-management portals as needed (market-dependent)
• Relays benefit investigation outcomes, authorization status, and estimated delivery timelines to referral sources
• Supports standardized turnaround times for referral processing
• Identifies delays, missing documentation, or portal issues and escalates promptly
• Collaborates with internal teams including Intake, BI, Authorization, Pharmacy, and Nursing as needed
• Sets up and maintains patient records in CPR+
• Supports the team in meeting turnaround time expectations

Qualifications

• A high school diploma or equivalent required; an associate degree preferred
• One (1) year of relevant experience in home infusion, specialty pharmacy, medical office, hospital liaison, or intake preferred
• Experience working with electronic medical record (EMR) systems, intake systems, or case-management portals strongly preferred
• CPR+ experience a plus
• Strong attention to detail and accuracy in data entry
• Ability to manage multiple screens, portals, and tasks simultaneously
• Excellent written and electronic communication skills
• Understanding of healthcare terminology, insurance benefits, and basic authorization concepts
• Ability to work in a fast-paced environment and meet turnaround time expectations
• Customer-service orientation when interacting with hospital case managers and internal teams
• Proficiency in Microsoft Office and ability to quickly learn new technology platforms

Skills

• Strong attention to detail and accuracy in data entry
• Ability to manage multiple screens, portals, and tasks simultaneously
• Excellent written and electronic communication skills
• Understanding of healthcare terminology, insurance benefits, and basic authorization concepts
• Ability to work in a fast-paced environment and meet turnaround time expectations
• Customer-service orientation when interacting with hospital case managers and internal teams
• Proficiency in Microsoft Office and ability to quickly learn new technology platforms

Benefits

• Competitive Pay
• Health, Dental, Vision & Life Insurance
• Company-Paid Short & Long-Term Disability
• Paid Time Off
• Tuition Reimbursement
• Employee Discount Program & DailyPay
• 401k
• Pet Insurance

Pay

USD $20.00 - $28.00 / Year

Schedule

Monday - Friday 8:00 am - 5:00 pm CST