Intake Coordinator, Bilingual

Esperta Health

. Receive and process referrals following the Member Engagement handoff; monitor referral inboxes, secure messages, and incoming fax queues throughout the business day.

Posted 10/10/2026full-timeRemote • United StatesJuniorMid-Level💰 $50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in healthcare referral intake processes, including eligibility verification, patient access, and care coordination. Proficient in managing high volumes of referrals while ensuring compliance with HIPAA regulations and maintaining accurate documentation.

Highest-signal resume keywords

Healthcare Referral IntakeEligibility VerificationBilingual Communication (English and Spanish)Data Entry AccuracyHIPAA Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Referral ManagementPatient AccessMedical SchedulingCare CoordinationData EntryTask ManagementReferral TrackingDocumentation ManagementInsurance VerificationFollow-Up Coordination

Soft Skills

Attention to DetailOrganizationWritten CommunicationFollow-ThroughPrioritization

Tools & Technologies

Microsoft OfficeMicrosoft TeamsElectronic Fax PlatformsWeb-Based Healthcare Systems

Industry Keywords

Protected Health InformationReferral AgingMember EngagementClinical OperationsPatient Care

About the role

Key responsibilities & impact

Receive and process referrals following the Member Engagement handoff; monitor referral inboxes, secure messages, and incoming fax queues throughout the business day.
Review referrals for required demographic, contact, insurance, clinical, provider, and scheduling information; obtain missing or inconsistent information.
Enter and maintain accurate referral and member information in BOP and other designated systems, including notes, status updates, task ownership, and disposition reasons.
Confirm insurance and payor information, complete or coordinate eligibility verification, and identify authorization, referral, and documentation requirements.
Ensure required clinical records and wound information are available before a referral advances; confirm member location and availability for in-home care.
Track each referral from receipt through completed admission or final disposition.
Identify barriers to completing the initial visit and coordinate follow-up for canceled, unsuccessful, delayed, or unresolved referrals.
Partner with Member Engagement, Patient Care Coordinators, and Regional Clinical Operations on member re-engagement.
Document reasons for non-conversion and monitor referral aging and next actions.
Route referrals to the correct regional team and track handoffs through completion.
Communicate status, barriers, missing requirements, and next steps to internal and external partners in English and Spanish.
Escalate clinical, safety, and service eligibility questions without making independent clinical decisions.
Provide updates on referral volume, pending items, conversion, and non-conversion trends.
Identify intake process gaps and support workflows that reduce referral loss and admission delays.

Requirements

What you’ll need

High school diploma or equivalent.
At least two years of experience in healthcare referral intake, patient access, eligibility verification, medical scheduling, care coordination, medical office administration, or a related healthcare setting.
Experience managing referral documents, inboxes, faxes, task queues, and follow-up workflows and working with patients, providers, health plans, and clinical teams.
Bilingual fluency in English and Spanish, including the ability to communicate verbally with members and caregivers in both languages.
Strong written communication, data-entry accuracy, attention to detail, organization, and follow-through.
Ability to manage a high volume of referrals and prioritize work based on urgency, referral aging, payor requirements, and readiness for service.
Working knowledge of HIPAA and the appropriate handling of protected health information.
Proficiency with Microsoft Office, Teams, electronic fax platforms, and web-based healthcare systems.

Benefits

Comp & perks

Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Family Leave (Maternity, Paternity)
Short Term & Long Term Disability