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Intake Specialist
AdaptHealthIntake Specialist at AdaptHealth coordinating patient access to care by managing referrals and documentation. Engaging with patients and providers in a fast-paced healthcare environment.
About the role
Key responsibilities & impact- 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
- Performs other related duties as assigned
Requirements
What you’ll need- 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
Benefits
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Patient Eligibility DeterminationClinical Documentation ReviewInsurance VerificationClaims ProcessingReferral CoordinationPayment CollectionCompliance MonitoringData EntryMulti-taskingProblem-solving
Soft Skills
Excellent Communication SkillsAttention to DetailAnalytical SkillsDecision-making AbilitiesAbility to Work Independently