Intake Specialist

Description

• →Accurately enters referrals within allotted timeframe as established; meeting productivity and quality standards as established.
• →Communicates with referral sources, physician, or associated staff to ensure documentation is routed to appropriate physician for signature/completion.
• →Works with leadership to ensure appropriate inventory/services are provided.
• →Communicates with patients regarding their financial responsibility, collects payment and documents in patient record accordingly.
• →For non-Medicaid patients communicate with patients
• →Responsible for reviewing medical records for non-sales assisted referrals to ensure compliance standards are met prior to a service being rendered.
• →Follows company philosophies and procedures to ensure appropriate shipping method utilized for delivery of service.
• →Answers phone calls in a timely manner and assists caller.
• →Reviews medical records for non-sales assisted referrals to ensure compliance standards are met prior to a service being rendered.
• →Demonstrates expert knowledge of payer guidelines and reads clinical documentation to determine qualification status and compliance for all equipment and services. 
• →Works with community referral sources to obtain compliant documentation in a timely manner to facilitate the referral process.
• →Contacts patients when documentation received does not meet payer guidelines, provide updates, and offer additional options to facilitate the referral process.
• →Works with sales team to obtain necessary documentation to facilitate referral process, as well as support referral source relationships.
• →Must be able to navigate through multiple online EMR systems to obtain applicable documentation.
• →Works with insurance verification team to ensure all needs are met for both teams to provide accurate information to the patient and ensure payments. 
• →Assume on-call responsibilities during non-business hours in accordance with company policy.

• →Ability to appropriately interact with patients, referral sources and staff.
• →Decision Making.
• →Analytical and problem-solving skills with attention to detail.
• →Strong verbal and written communication.
• →Excellent customer service and telephone service skills.
• →Proficient computer skills and knowledge of Microsoft Office.
• →Ability to prioritize and manage multiple tasks.
• →Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  
• →Ability to work independently as well as follow detailed directives
• →Solid ability to learn new technologies and possess the technical aptitude required to understand flow of data through systems as well as system interaction.

• High school diploma or equivalent required; Associate’s degree in healthcare administration, Business Administration, or related field preferred
• Related experience in health care administrative, financial, or insurance customer services, claims, billing, call center or management regardless of industry. 
• Exact job experience is health care organization, pharmacy that routinely bills insurance or provides Diabetics, Medical Supplies, HME, Pharmacy or healthcare (Medicare certified) services

• Extended sitting at computer workstations with repetitive keyboard use; occasional standing, bending, and lifting to 10 pounds.
• Professional office setting with variable stress levels during authorization deadlines, appeals processes, and urgent patient authorization needs.
• Proficiency with computers, office equipment, payer portal systems, and healthcare software applications
• Sustained concentration, diligence, and ability to manage confidential patient and insurance information with discretion.
• Communication: Professional verbal and written communication skills for payer interactions and healthcare provider coordination at all organizational levels
• Ability to work independently with minimal supervision and availability for extended hours when required.
• Mental alertness to perform the essential functions of position.