What are the responsibilities and job description for the Intake Specialist position at HR HealthCare?
OVERVIEW OF POSITION:
HR HealthCare Patient Services Intake Specialist supports the processing of new referrals and operational processes. The Intake Specialist shows organizational, time management, and communication skills to properly perform their tasks. The Intake Specialist reports directly to the Customer Experience Manager.
ESSENTIAL FUNCTIONS:
- Manages New Customer Intake to ensure prompt processing of new referrals.
- Utilizes Brightree Software and CRM to ensure all relevant information is recorded properly for delivery and insurance processing.
- Reviews New Patient referral records to ensure completeness and accuracy.
- Each Intake Specialist will be expected to maintain a patient load of approximately 50-150 patients to confirm their documentation justifies the need for the products orders.
- Once IS has properly established qualifications, IS will work closely with DME partners to ensure orders are received and delivered promptly.
- IS will be responsible for attending daily Pod Stand Up meetings.
- These meetings are designed to create open communication between IS, CEL, CERs, MRS, and TMs.
- Each meeting will be no more than 30 minutes and address all open scripts and issues with each TM.
- Each Intake Specialist will be expected to maintain a patient load of approximately 50-150 patients to confirm their documentation justifies the need for the products orders.
- Completes insurance verification and review to determine proper coverage and network status.
- Establishes final determination on network status and contacts patients to establish and communicate their continuum of care.
REQUIREMENTS:
- Strong verbal and interpersonal communication skills
- Ability to analyze information
- Proficiency in data entry with a high level of accuracy
- Experience maintaining records and files
- Demonstrated dependability and strong attention to detail
- Excellent organizational and time-management skills
- Ability to coordinate scheduling needs
- Commitment to handling sensitive information with strict confidentiality
- Capacity to work independently with minimal supervision
- Experience supporting new-hire orientation and onboarding processes
- Strong teamwork skills with the ability to collaborate across departments
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint)