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Intake Specialist
AdaptHealth. Review medical records, clinical documentation, and payer guidelines to determine patient eligibility, qualification status, and compliance .
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 in a fast-paced healthcare environment.
Highest-signal resume keywords
Medical Record ReviewPatient CommunicationHealthcare Systems NavigationCompliance KnowledgeMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Medical Record ReviewPatient Eligibility DeterminationDocumentation ComplianceInsurance VerificationClaims ProcessingReferral CoordinationPayment CollectionData EntryMulti-taskingProblem-solving
Soft Skills
Verbal CommunicationWritten CommunicationAttention to DetailAnalytical SkillsDecision-making
Tools & Technologies
Electronic Medical Records (EMR)Healthcare SystemsMicrosoft Office
Certifications & Qualifications
High School DiplomaAssociate’s Degree in Healthcare AdministrationValid Licensure/Certification (if applicable)
Industry Keywords
Healthcare AdministrationPatient CareMedical SupplyHMEMedicare
About the role
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, providing updates and alternative options
- Work with referral sources, physicians, and clinical teams to obtain complete and compliant documentation
- Apply knowledge of payer requirements to ensure compliant service provision
- 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 assist patients and referral sources professionally
- Participate in an on-call rotation during non-business hours
- Follow company policies and procedures and support team operations and quality standards
- 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
- Company-conducted Motor Vehicle Record Check required for all driving roles
- Clinical roles require valid licensure/certification, where applicable
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