Intake Specialist

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

Posted 9/25/2026full-timeRemote • United StatesJunior💰 $17 - $20 per hourWebsite

Key responsibilities & impact

Review medical records, clinical documentation, and payer guidelines to determine patient eligibility, qualification status, and compliance
Communicate with patients regarding financial responsibility, collect payments when applicable, and document interactions accurately
Contact patients when documentation does not meet payer requirements and provide 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 communications in electronic systems
Enter referrals within established timeframes while meeting productivity and quality standards
Coordinate with leadership to select and schedule appropriate inventory and services
Collaborate with sales, insurance verification, and internal support teams
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 assist patients and referral sources professionally
Participate in an on-call rotation during non-business hours
Follow company policies and procedures and perform other related duties as assigned

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
Analytical, problem-solving, and decision-making abilities
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
Motor Vehicle Record Check required for all driving roles
Clinical roles require valid licensure/certification, where applicable

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
Responsible environmental stewardship