Posted Oct 9, 2026

Intake Specialist – Scheduling

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Job Description: • 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 Requirements: • One (1) year of relatable work experience required • High School Diploma, Associate’s degree in relatable field, Healthcare Administration, Business Administration or equivalent work experience required • Experience in management, administrative, clerical, insurance, billing, claims, call center, or customer service preferred but not required • Experience within a healthcare organization, pharmacy, HME, medical supply, or Medicare-certified environment is a plus but not required • Excellent verbal and written communication skills including analytical, problem-solving and decision-making abilities with attention to detail • Ability to multi-task in a fast paced environment • Proficient computer skills – Microsoft Office and healthcare systems are a plus • Comfort learning new technologies and navigating multiple systems • Ability to work independently while following established procedures and directives • Company conducted Background Check is required for all roles • Clinical roles require valid licensure/certification, where applicable Benefits: • Competitive Compensation and Incentives • Comprehensive Total Rewards & Benefits • Support, Development, and Advancement Opportunities • Comprehensive medical, dental and vision coverage (eligible first of the month following hire) • 401(k) with company match • Paid Time Off Plans including 6 paid holidays • Employee Stock Purchase Plan • Paid Parental Bonding Leave • Short and Long-term Disability Insurance • Life and AD&D Insurance • Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) • CVS Minute Clinic and Teledoc access • Spousal Advantage Reimbursement Plan • Identity Theft Protection and Legal Plan