Intake Specialist

VitalConnect

Intake Financial Clearance Specialist coordinating patient financial clearance activities for Vital Connect Inc. Collaborating with insurance companies and healthcare providers remotely to ensure accurate authorization processes.

Posted 7/7/2026full-timeRemote • California • 🇺🇸 United StatesJunior💰 $22 - $24 per hourWebsite

About the role

Key responsibilities & impact

Monitors accounts routed to registration, referral and prior authorization work queues and clears work queues by obtaining all necessary patient and/or payer-specific financial clearance elements in accordance with established management guidelines.
Maintains knowledge of and complies with insurance companies' requirements for obtaining prior authorizations/referrals and completes other activities to facilitate all aspects of financial clearance.
Acts as subject matter experts in navigating payer policies to get the appropriate approvals (authorizations, pre-certs, referrals, for example) for the ordered services to proceed.
Supports staff at all levels for hands-on help understanding and navigating financial clearance issues.
Uses appropriate strategies to underscore the most efficient process to obtaining insurance verification, authorizations, and referrals, including online databases, electronic correspondence, faxes, and phone calls.
Obtains and clearly documents all referral/prior authorizations for scheduled services.
Works collaboratively with primary care practices, specialty practices, referring physicians, primary care physicians, insurance carriers, patients, and any other parties to ensure that required managed care referrals and prior authorizations are obtained and appropriately recorded in the relevant systems.
Communicates with patients, providers, and other departments such as Utilization Review to resolve any issues or problems with obtaining required referral/prior authorizations.

Requirements

What you’ll need

High School Diploma or GED required, Associates degree or higher preferred.
1-3 years patient registration and/or Insurance experience desirable.
At least one year of experience must be in a customer service role.
General knowledge of healthcare terminology and CPT-ICD10 codes.
Complete understanding of insurance is required.
Demonstrated customer service skills, including the ability to use appropriate judgment, independent thinking and creativity when resolving customer issues.
Exceptional interpersonal skills, including the ability to establish and maintain effective relationships with patients, physicians, management, staff, and other customers.
Able to communicate effectively in writing.
Requires excellent verbal communication skills, and the ability to work in a complex environment with varying points of view.
Must be comfortable with ambiguity, exhibit good decision making and judgment capabilities, attention to detail.
Must be able to maintain strict confidentiality of all personal/health sensitive information.
Ability to effectively handle challenging situations and to balance multiple priorities.
Basic computer proficiency inclusive of ability to access, enter and interpret computerized data/information including proficiency in Microsoft Suite applications, specifically Excel, Word, Outlook and Zoom.
Displays a thorough knowledge of various sections within the work unit to provide assistance and back-up coverage as directed.
Displays a deep understanding of Revenue Cycle processes and applies knowledge to meet and maintain productivity standards as outlined by Management.

Benefits

Comp & perks

health insurance
dental
401K retirement plan

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

CPT-ICD10 Code KnowledgeFinancial Clearance ProcessesDocumentation SkillsData InterpretationMicrosoft ExcelMicrosoft WordMicrosoft OutlookZoom Proficiency

Soft Skills

Interpersonal SkillsEffective CommunicationJudgment and Decision MakingAttention to DetailAbility to Handle Challenging Situations