Intake Specialist

• Serve as the primary point of contact and trusted advisor for patients and caregivers throughout Service Record and Enrollment Record fulfillment.
• Guide patients and caregivers on enrollment status, program requirements, timelines, and next steps.
• Review eligibility and program-fit requirements, including Medicaid, insurance status, managed care plans, state guidelines, caregiver eligibility, and patient care needs.
• Maintain accurate Service Record and Enrollment Record documentation in Salesforce, including case status, notes, next-step tracking, and follow-ups.
• Coordinate enrollment and caregiver onboarding items, including forms, signatures, medical documentation, certificates, training, fingerprinting, and hiring requirements.
• Communicate with health plans, waiver programs, case managers, state agencies, and internal departments regarding authorizations and enrollment requirements.
• Schedule, coordinate, and reschedule intake visits, orientations, assessments, callbacks, and required appointments.
• Support contact center operations through management of Verint and Talkdesk statuses.
• Identify, escalate, and resolve delayed, complex, sensitive, or misrouted cases with cross-functional teams.
• Maintain HIPAA, company policy, and state and federal regulatory compliance.
• Deliver prompt customer service, meet SLAs, resolve inquiries efficiently, and achieve one-call resolution when possible.
• Meet productivity, quality assurance, and customer satisfaction goals while maintaining a patient-first approach.

Explore Intake Specialist I at FreedomCare. Review requirements and application details.