Draft incoming referrals including demographic information, diagnosis, requested due date, and specialty in a timely manner.
Complete the intake process accurately by closing intake according to workflow procedures.
Filter client emails throughout an 8-hour workday and delegate/escalate to appropriate team members.
Assist with Dane Street’s Intake to upload incoming referrals, records, and fee schedules into respective cases and notify stakeholders.
Handle outreach emails/calls to clients to obtain necessary information and medical records for cases.
Request and pull medical records from client platforms such as iCase and upload them to respective referrals; notify CSR team when records are received.
Select and assign incoming referrals and ensure queues are evenly distributed between CSRs and QAs.
Invoice referrals on the CSR and QA board based on confirmed physician fees and client quotes.
Assist in auditing referrals with upcoming due dates to ensure correct processing.
Assist with physician outreaches and referral assignments when team members are on PTO.
Perform other duties and special projects as assigned based on business needs.
Requirements
An Associate’s Degree or Bachelor’s Degree is preferred.
Business experience in a healthcare and/or insurance setting is preferred.
Present exceptional communication skills with a clear understanding of company business lines.
Ability to apply critical thinking, manage time efficiently, and meet specific deadlines.
Computer literacy and typing skills are essential.
Supply and support their own internet services for work-from-home positions.
Maintaining an uninterrupted internet connection is a requirement of the position.
Working conditions include long periods of sitting and computer work.