Intake Specialist

About the Opportunity:

The organization provides home medical equipment products and services, helping patients receive care at home. The Intake Specialist role includes data entry, management of inventory and services, communication with referral sources, and use of technology for patient documentation. Schedules may vary according to branch needs. The lead specialist acts as a subject matter expert, mentor, and trainer for the team.

Responsibilities:

• Enter referrals accurately and on time, meeting productivity and quality standards.

• Communicate with referral sources and associated staff to route documentation for signature or completion.

• Coordinate with leadership to provide appropriate inventory and services.

• Discuss financial responsibility with patients, collect payments, and document accordingly.

• Review medical records for non-sales assisted referrals to ensure compliance before service.

• Follow organizational procedures for shipping and service delivery.

• Respond to phone inquiries and assist callers.

• Demonstrate knowledge of payer guidelines and review clinical documentation for qualification and compliance.

• Work with referral sources to obtain compliant documentation promptly.

• Update patients when documentation does not meet payer guidelines and provide options.

• Collaborate with the sales team for necessary documentation and to maintain referral source relationships.

• Navigate multiple online EMR systems to obtain patient documentation.

• Work with the insurance verification team to ensure accurate information and payments.

• Assume on-call responsibilities outside business hours as required.

• For lead roles: supervise and guide team members, lead meetings and training, monitor and report on performance, resolve escalated issues, implement process improvements, coordinate staffing, conduct onboarding, maintain Medicare and regulatory expertise, and prepare operational reports.

• Maintain patient confidentiality in accordance with HIPAA.

• Complete assigned compliance and education programs.

• Adhere to the organization’s compliance program.

• Perform other duties as assigned.

Requirements:

• High school diploma or equivalent required; Associate’s degree in healthcare administration, business administration, or related field preferred.

• Relevant experience in healthcare administration, finance, insurance customer service, claims, billing, call center, or management.

• Experience in healthcare organizations, pharmacies billing insurance, or Medicare certified services is required.

• Specialist level: minimum of one year work-related experience.

• Senior level: one year work-related experience plus two years exact job experience.

• Lead level: one year work-related experience plus four years exact job experience.

• Ability to interact appropriately with patients, referral sources, and staff.

• Strong decision-making, analytical, and problem-solving skills.

• Strong verbal and written communication skills.

• Excellent customer service and telephone skills.

• Proficiency with computers and Microsoft Office.

• Ability to prioritize and manage multiple tasks.

• Ability to follow instructions and work independently.

• Willingness to learn new technologies and understand data flow through systems.

• Physical demands include extended sitting, repetitive keyboard use, and occasional lifting up to 10 pounds.

• Ability to work in an office setting with variable stress levels based on workload.

Note:

RemoteHunter is not the Employer of Record (EOR) for this role. Our purpose in this opportunity is to connect exceptional candidates with leading employers. We help job seekers worldwide discover roles that match their goals and guide them to complete their full application directly through the hiring company’s career page or ATS.