Intake Specialist

• 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 services are provided appropriately and compliantly
• 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 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

• 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
• Ensure services are provided appropriately and in compliance with payer requirements
• 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