Intake Specialist

AdaptHealth

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

Posted 9/29/2026full-timeNew Berlin • Wisconsin • 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 navigating electronic systems and maintaining accurate documentation to support timely service delivery.

Highest-signal resume keywords

Medical Record ReviewPayer Requirements KnowledgePatient CommunicationElectronic Medical Record NavigationDocumentation Accuracy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Patient Eligibility DeterminationClinical Documentation ReviewInsurance VerificationReferral CoordinationPayment CollectionData EntryCompliance MonitoringMulti-taskingProblem-solvingAttention to Detail

Soft Skills

Verbal CommunicationWritten CommunicationAnalytical SkillsDecision-makingIndependence

Tools & Technologies

Microsoft OfficeHealthcare SystemsElectronic Systems

Certifications & Qualifications

High School DiplomaAssociate’s Degree in Healthcare AdministrationBackground CheckMotor Vehicle Record Check

Industry Keywords

Healthcare AdministrationMedical 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 prior to 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
Demonstrate expert knowledge of payer requirements to ensure services are provided appropriately and in compliance
Maintain accurate, timely documentation of patient information and communications using electronic systems
Accurately enter referrals within established timeframes while meeting productivity and quality standards
Coordinate with leadership to ensure appropriate inventory and services are selected and scheduled
Work closely with sales, insurance verification, and internal support teams to facilitate the referral and intake process
Navigate multiple EMR and online systems to obtain and manage documentation
Ensure appropriate shipping and delivery methods are selected in accordance with company procedures
Answer incoming calls promptly and provide professional assistance to patients and referral sources
Participate in on-call rotation during non-business hours in accordance with 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
Company conducted Motor Vehicle Record Check is required for all driving 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