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Intake Specialist
AdaptHealth. Review medical records, clinical documentation, and payer guidelines to determine patient eligibility, qualification status, and compliance before service delivery .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
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 navigating electronic systems and maintaining accurate documentation to support timely care delivery.
Highest-signal resume keywords
Medical Record ReviewPatient CommunicationPayer Requirements KnowledgeElectronic Medical Record NavigationHealthcare Administration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Patient Eligibility DeterminationDocumentation CompliancePayment CollectionReferral CoordinationInsurance Verification
Soft Skills
Verbal CommunicationWritten CommunicationAnalytical SkillsProblem-SolvingAttention to Detail
Tools & Technologies
Microsoft OfficeHealthcare SystemsElectronic Systems
Certifications & Qualifications
High School DiplomaAssociate’s Degree in Healthcare Administration or Business Administration
Industry Keywords
Healthcare OrganizationMedical SupplyHMEMedicare-Certified EnvironmentCall Center
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 regarding financial responsibility, collect payments when applicable, and document interactions accurately
- Contact patients when documentation does not meet payer requirements, providing updates and alternative options to support timely care
- Work with referral sources, physicians, and clinical teams to obtain complete and compliant documentation
- Apply expert knowledge of payer requirements to ensure services are provided appropriately and compliantly
- Maintain accurate and timely patient information and communication documentation using 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 to facilitate referrals and intake
- Navigate multiple EMR and online systems to obtain and manage documentation
- Select appropriate shipping and delivery methods according to company procedures
- Answer incoming calls promptly and provide professional assistance to patients and referral sources
- Participate in 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 is required for all roles
- Clinical roles require valid licensure/certification, where applicable
Benefits
Comp & perks- Competitive Compensation and Incentives
- Comprehensive Total Rewards & Benefits
- 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
- Support, Development, and Advancement Opportunities