Intake Specialist

AdaptHealth

. Review medical records, clinical documentation, and payer guidelines to determine patient eligibility, qualification status, and compliance before service delivery .

Posted 9/18/2026full-timeRemote • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in reviewing medical records and clinical documentation to ensure patient eligibility and compliance, while effectively communicating with patients and coordinating with healthcare teams. Proficient in managing electronic systems and maintaining accurate patient information.

Highest-signal resume keywords

Medical Record ReviewPatient Eligibility DeterminationCommunication SkillsHealthcare Systems NavigationAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Clinical Documentation ReviewPayer Guidelines KnowledgeInsurance VerificationBilling and Claims ProcessingReferral Coordination

Soft Skills

Analytical SkillsProblem-SolvingDecision-MakingMulti-TaskingProfessional Communication

Tools & Technologies

Microsoft OfficeElectronic Medical Records (EMR)Healthcare Systems

Certifications & Qualifications

High School DiplomaAssociate’s Degree in Healthcare Administration or Business Administration

Industry Keywords

Healthcare OrganizationMedical SupplyHMEMedicare-Certified EnvironmentCustomer Service

About the role

Key responsibilities & impact

Review medical records, clinical documentation, and payer guidelines to determine patient eligibility, qualification status, and compliance before service delivery
Communicate with patients about financial responsibility, collect payments when applicable, and accurately document interactions
Contact patients when documentation does not meet payer requirements, providing updates and alternative options
Work with referral sources, physicians, and clinical teams to obtain complete and compliant documentation
Apply expert knowledge of payer requirements to ensure compliant service delivery
Maintain accurate and timely patient information and communication records in electronic systems
Enter referrals within established timeframes while meeting productivity and quality standards
Coordinate with leadership to ensure appropriate inventory and services are selected and scheduled
Collaborate with sales, insurance verification, and internal support teams throughout the referral and intake process
Navigate multiple EMR and online systems to obtain and manage documentation
Ensure appropriate shipping and delivery methods are selected according to company procedures
Answer incoming calls promptly and assist patients and referral sources professionally
Participate in an on-call rotation during non-business hours according to company policy
Support team operations and quality standards by following company policies and procedures
Perform other related duties as assigned

Requirements

What you’ll need

One (1) year of relatable work experience required
High School Diploma, Associate’s degree in relatable field, Healthcare Administration, Business Administration or equivalent work experience required
Experience in management, administrative, clerical, insurance, billing, claims, call center, or customer service preferred but not required
Experience within a healthcare organization, pharmacy, HME, medical supply, or Medicare-certified environment is a plus but not required
Excellent verbal and written communication skills including analytical, problem-solving and decision-making abilities with attention to detail
Ability to multi-task in a fast paced environment
Proficient computer skills; Microsoft Office and healthcare systems are a plus
Comfort learning new technologies and navigating multiple systems
Ability to work independently while following established procedures and directives
Company-conducted background check required for all roles

Benefits

Comp & perks

Competitive Compensation and Incentives
Comprehensive Total Rewards & Benefits
Support, Development, and Advancement Opportunities
Comprehensive medical, dental and vision coverage (eligible first of the month following hire)
401(k) with company match
Paid Time Off Plans including 6 paid holidays
Employee Stock Purchase Plan
Paid Parental Bonding Leave
Short and Long-term Disability Insurance
Life and AD&D Insurance
Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
CVS Minute Clinic and Teledoc access
Spousal Advantage Reimbursement Plan
Identity Theft Protection and Legal Plan