Intake Specialist

• 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
• 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
• 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

• 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

• Respond to incoming calls and inquiries from prospective clients
• Gather and document case details accurately and efficiently
• Evaluate potential cases and determine fit and viability
• Ensure each caller feels heard, supported, and confident in next steps
• Guide prospective clients through the sign-up process
• Build rapport and convert qualified leads into signed clients
• Utilize persuasive communication and consultative sales techniques
• Meet or exceed monthly performance and conversion goals
• Collaborate with the intake management team on case evaluation decisions
• Maintain strong relationships with clients and internal teams
• Ensure timely follow-up and consistent communication
• Enter and maintain accurate data in the firm’s case management system
• Upload and organize documents and client information
• Perform additional tasks as assigned

• Review, analyze, and process electronic client intake forms
• Communicate with Conflicts Attorneys, Client Intake Manager, Conflicts Counsel, attorneys, and legal practice assistants regarding client intake forms and conflicts search reports
• Conduct conflicts searches using the firm’s database systems
• Review and process information gathered from conflict searches and generate corresponding reports
• Prepare clear and concise summaries of conflict search results
• Identify and report performance issues with client intake and conflicts software
• Collaborate with the billing team to maintain accurate and up-to-date client and matter data, including contact information, billing attorney assignments, and originating credit

Intake Specialist jobs in Kentucky