Intake Specialist

AdaptHealth

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

Posted 9/15/2026full-timeRemote • United StatesJunior💰 $21 - $22 per hourWebsite

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 navigating electronic systems and maintaining accurate patient information to support timely service delivery.

Highest-signal resume keywords

Medical Record ReviewPatient CommunicationPayer Requirements KnowledgeElectronic Medical Record NavigationHealthcare Administration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Clinical Documentation ReviewInsurance VerificationPayment CollectionReferral CoordinationData EntryCompliance MonitoringMulti-taskingProblem-solvingDecision-makingAttention to Detail

Soft Skills

Verbal CommunicationWritten CommunicationAnalytical SkillsTime ManagementIndependence

Tools & Technologies

Microsoft OfficeHealthcare SystemsElectronic Medical RecordsOnline Systems

Certifications & Qualifications

High School DiplomaAssociate’s Degree in Healthcare AdministrationValid Licensure/Certification for Clinical Roles

Industry Keywords

Healthcare OrganizationMedical SupplyHMEMedicare-certified EnvironmentCall CenterCustomer 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 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 appropriate and compliant service delivery
Maintain accurate, timely patient information and communication records 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 throughout the referral and intake process
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 required for all roles
Valid licensure/certification required for clinical roles, where applicable
Florida positions may require background screening through the Florida Care Provider Background Screening Clearinghouse
California on-site HMDR positions require a California Department of Public Health Exemptee License, with required training or intent to obtain

Benefits

Comp & perks

Competitive Compensation and Incentives
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