Intake Specialist

• Place phone calls to new and existing Specialty Pharmacy patients
• Enroll patients into specialty services, including patient care management, copay assistance programs, and billing information
• Answer inbound calls from patients, prescribers, and other healthcare professionals
• Contact doctors to obtain necessary information
• Manage assigned workflow queues
• Accurately document information and set up prescription orders
• Translate prescription and patient information into pharmacy dispensing software
• Assist providers and insurance companies in triaging prior authorizations
• Assist other facility areas with pharmacy technician-type duties as needed
• Act in accordance with applicable federal and state laws and ethical standards
• Perform other duties as assigned

Intake Specialist enrolling specialty-pharmacy patients for Lumicera Health Services

Intake Specialist I

Intake Specialist enrolling specialty-pharmacy patients for Lumicera Health Services. Handling calls, prescription setup, documentation, and prior-authorization support.

• Answer incoming calls with professionalism and warmth
• Respond to client inquiries and job applicants by phone, text, and email
• Schedule Client Care Consultations (CCCs) and interviews
• Enter and update information accurately in company software
• Follow up with prospective clients and applicants
• Communicate important information with branch staff
• Help maintain reports and support daily team goals
• Serve as the first point of contact for families seeking care and applicants interested in joining the team

Caring Senior Service intake specialist connecting San Antonio families and applicants with care support

Caring Senior Service intake specialist connecting San Antonio families and applicants with care support.
Handling calls, inquiries, scheduling, data entry, and coordination with branch staff.

Caring Senior Service intake specialist serving as the first contact for San Antonio families seeking care and job applicants. Scheduling consultations and interviews while maintaining accurate records and reports.

• Receive incoming requests for durable medical equipment items and services
• Obtain or validate information needed to provide correct items/services and meet funding source coverage requirements
• Review clinical documentation
• Verify and pursue appropriate physician orders based on eligibility
• Accurately enter information into patient records
• Communicate with referring facilities, provider offices, patients, and families
• Act as a liaison regarding DME items and services
• Handle a varied caseload covering all DME items and services
• Develop working relationships with hospital case management staff, primary care offices, and CoxHealth at Home teammates
• Work independently while following established protocols
• Collaborate with teammates to meet patients’ needs in a timely manner

DME intake specialist coordinating durable medical equipment services for CoxHealth patients

DME intake specialist coordinating durable medical equipment requests for CoxHealth, a Missouri healthcare system.
Reviewing documentation, verifying orders, and supporting patients, families, providers, and referral facilities.

• Determine system eligibility and provide resources and reliable information regarding the ODS system and community supports
• Refer individuals and families to other system services as appropriate
• Support informed choice of service providers, including Supports Coordination Organizations
• Conduct assessment and resource mapping using Charting the Life Course planning tools while upholding Self Determination principles
• Serve as a resource for individuals and families with multiple needs and assist with triage
• Locate existing and new community resources and document them in individual records
• Follow up with individual teams to assess resource effectiveness
• Provide resource consultation for Base funded requests
• Provide information and support to Supports Coordination Organizations during intake
• Coordinate with ODS teams including Multi-System, LeCSI, and Planning Team
• Collaborate with the ODS Planning Team to plan waiver services as necessary
• Build relationships with community organizations and maintain a working relationship with the PA Family Network
• Ensure individuals and families receive accurate information about ODS services and providers
• Assist with Medical Assistance applications when appropriate
• Explain rights regarding County Conference, Mediation, and Fair Hearing appeals processes
• Review and analyze county and state reports related to quality, planning, and service delivery
• Participate in Individual Support Planning team meetings as appropriate
• Review, revise, and improve county policies relevant to eligibility, planning, and service delivery
• Implement policies and procedures based on county, state, and federal regulations
• Perform additional tasks and duties as assigned

ODS Intake Specialist determining eligibility and connecting Pennsylvania families with developmental support services

Intake Specialist, Multiple Positions

ODS Intake Specialist determining eligibility and connecting Pennsylvania families with developmental support services. Assessing needs, mapping resources, coordinating waiver planning, and explaining service options and appeals.

• Client Intake & Case Evaluation
• Respond to incoming calls and inquiries from prospective clients
• Gather and document case details accurately and efficiently
• Evaluate potential cases and determine fit and viability
• Ensure each caller feels heard, supported, and confident in next steps
• Sales & Client Conversion
• Guide prospective clients through the sign-up process
• Build rapport and convert qualified leads into signed clients
• Utilize persuasive communication and consultative sales techniques
• Meet or exceed monthly performance and conversion goals
• Relationship Management & Coordination
• Collaborate with the intake management team on case evaluation decisions
• Maintain strong relationships with clients and internal teams
• Ensure timely follow-up and consistent communication
• Administrative & System Management
• Enter and maintain accurate data in the firm’s case management system
• Upload and organize documents and client information
• Perform additional tasks as assigned

Intake Specialist assisting clients in evaluating cases and guiding them through the intake process

Intake Specialist assisting potential clients in evaluating cases for legal support. Responsible for guiding clients through the intake process in a fast-paced environment.

• Handle a large number of incoming leads (via phone, email, texts, etc.).
• Handle a large number of follow-up calls, emails, and texts.
• Handle phone calls in a professional and friendly manner.
• Collect and store potential clients information.
• Collect facts from potential clients and send to attorneys for evaluation.
• Assist attorneys in scheduling appointments with potential clients.
• Send e-retainers to potential clients using AssureSign.
• Provide outstanding customer service and support.
• General administrative support.

Intake specialist handling incoming leads for Phillips & Associates law firm

Receptionist, Intake Specialist – Weekends

Intake specialist for Phillips & Associates, handling incoming leads via calls, emails, texts. Responsible for follow-up, scheduling, and providing administrative support.

• Partnering closely with the Conflicts Team, General Counsel, Information Technology, Accounting, attorneys, and professional staff to perform conflict checks efficiently and accurately
• Conducting conflicts of interest and due diligence research using 3E, Westlaw, and other online resources
• Assisting in the identification and resolution of conflicts of interest
• Answering questions regarding conflict check processes and loss prevention policies
• Opening new matters as needed and during lateral attorney onboarding
• Auditing 3E Action Lists and conflict check records and addressing unresolved processes to promote record hygiene
• Escalating issues to the Director of New Business Intake, as appropriate
• Assisting with projects as needed and other duties as assigned

New Business Intake Specialist handling conflict checks and new matter intake processes

Business Intake Specialist I

New Business Intake Specialist responsible for conflict checks and supporting new matter intake processes at Verrill. Collaborating closely with attorneys and various teams in a law firm environment.

• Registration and scheduling of patients in a call center environment
• Answer a high volume of inbound calls in a timely, pleasant and professional manner
• Communicate all pertinent patient information regarding their call
• Verify and document insurance information as defined by current business practices
• Maintain and update assigned appointment reports
• Maintain a working knowledge of health care plan requirements

Patient Intake Services Specialist scheduling calls and managing patient registrations

Patient Intake Services Specialist

Patient Intake Services Specialist responsible for scheduling and patient registration in a call center. Ensuring excellent customer service while managing high volume inbound calls.

• Work independently to handle a high volume of calls and messages, while pivoting between tasks with ease
• Engage new inbound leads quickly via phone, text, and email
• Manage and track prospect pipeline using lead management software
• Schedule and conduct detailed phone interviews to assess case potential
• Qualify and sign potential clients including overcoming objections using a customer-centric soft sales approach
• Conduct new client intake and onboarding in lead management software
• Meet our needs for staffing availability – currently seeking a Wednesday-Sunday shift between 9:30am-6pm, following an in-office training period during business hours, M-F from 8:30am-5pm. FULLY REMOTE.

Intake Specialist handling new client inquiries for a personal injury law firm

Intake Specialist handling new client inquiries for a personal injury law firm. Engaging with clients through calls, texts, and emails while supporting case assessments and onboarding.

• Responsible for the registration and scheduling of patients in a call center environment while maintaining excellent customer service.
• Accurately and efficiently schedule new and existing patients in the current practice management system.
• Answer a high volume of inbound calls in a timely, pleasant and professional manner.
• Communicate all pertinent patient information regarding their call to include: appointment information, directions, check-in times, referral information, and copayments.
• Verify and document insurance information as defined by current business practices.
• Maintain and update assigned appointment reports, new patient reports or other assigned scheduling modules.
• Maintain a working knowledge of health care plan requirements and health plan networks.

Scheduling patients in a call center for Twin Cities Orthopedics

Responsible for scheduling patients and providing customer service at Twin Cities Orthopedics. Handle high volume calls and maintain healthcare plan knowledge.

• Responsible for the registration and scheduling of patients in a call center environment
• Accurately and efficiently schedule new and existing patients
• Answer a high volume of inbound calls in a timely, pleasant and professional manner
• Communicate all pertinent patient information
• Verify and document insurance information
• Maintain and update assigned appointment reports

Patient Intake Services Specialist managing patient scheduling and registration

Patient Intake Services Specialist managing patient registration and scheduling in a call center environment. Ensuring excellent customer service while handling a high volume of patient calls.

• Responsible for the registration and scheduling of patients in a call center environment while maintaining excellent customer service.
• Accurately and efficiently schedule new and existing patients in the current practice management system.
• Answer a high volume of inbound calls in a timely, pleasant, and professional manner.
• Communicate all pertinent patient information regarding their call to include: appointment information, directions, check-in times, referral information, and copayments.
• Verify and document insurance information as defined by current business practices.
• Maintain and update assigned appointment reports, new patient reports or other assigned scheduling modules.
• Maintain a working knowledge of health care plan requirements and health plan networks.
• Any and all other duties as assigned.

Registration and scheduling of patients in a call center environment.

Responsible for registering and scheduling patients in a call center while providing excellent customer service. Must work full-time, including evenings.

• Conduct Elevated Consultative Intake Conversations: Make outbound calls to individuals seeking help, guiding them from a place of vulnerability to a place of action.
• Empathic Deep Listening & Value Messaging: Listen to highly sensitive accounts of OCD symptoms with an empathetic ear, and clearly articulate how NOCD’s specialized ERP therapy can help them regain control of their lives.
• Navigate Complex Objections: Confidently address common barriers to care (e.g., financial concerns, scheduling hesitations, fear of starting therapy) using advanced objection-handling techniques to keep the member moving forward.
• Drive Enrollment Conversions: Own the entire initial relationship with the goal of connecting the member to care and scheduling their first session by the end of the initial contact.
• Implement Feedback: Openly receive and rapidly implement regular coaching from leadership regarding call quality, metric tracking, and conversational delivery.

Member Advocate handling sensitive conversations with individuals experiencing OCD.

Intake Specialist – Part-Time

Member Advocate addressing the needs of individuals with OCD through elevated consultative intake conversations. Guiding them from vulnerability to securing a therapy appointment with empathy and expertise.

Intake Specialist guiding individuals to OCD treatment at NOCD.

Intake Specialist at NOCD guiding individuals to necessary OCD treatment through empathic conversation and consultative sales. Engaging deeply with potential members to facilitate their commitment to therapy.

• Process a variety of requests, inquiries and transactions via phone, email, fax, and mail
• Review requests to ensure accuracy
• Support internal & external customers via phone or email
• Document all pertinent information related to the call/inquiry
• Gather and analyze data to provide feedback to Team Leads
• Screen inquiries to determine if authorization is required
• Verify member benefits and eligibility and/or provider setup
• Maintain and update Service Requests and research incorrect or missing information
• Triage and assign all incoming inquiries in a timely, efficient manner
• Provide clinical review outcome notification to members and providers

Intake Specialist processing member/provider requests at Blue Cross NC

Intake Specialist processing various internal and external member/provider requests and transactions. Supporting customers and maintaining accurate data with a focus on efficiency and quality.

• Support new patient admissions by collecting and entering accurate demographic and clinical information
• Verify insurance coverage and review benefits
• Submit and follow up on authorizations as needed
• Review prescription validity and identify missing or required documentation
• Communicate with patients and referral sources to obtain required intake information
• Coordinate with internal departments to support timely start of care
• Maintain accurate, HIPAA-compliant documentation

Intake Patient Care Representative supporting new patient admissions for Aveanna Healthcare

Patient Intake Specialist

Intake Patient Care Representative supporting new patient admissions and insurance verification for Aveanna Healthcare. Focused on documentation and patient coordination in a remote capacity.

• Conduct outreach and networking activities in the community
• Provide presentations at various community groups
• Promote the success and reputation of the Supportive Services for Veteran Families program
• Conduct initial eligibility screening of Veterans seeking program assistance
• Provide general information and community referrals to Veterans not meeting program eligibility requirements
• Set up initial client files for Veterans being assigned to Case Manager
• Prepare reports as requested
• Demonstrate exceptional customer service in all tasks

Outreach and Intake Specialist II assisting Veterans to prevent homelessness

Outreach & Intake Specialist II

Outreach and Intake Specialist II conducting eligibility screenings for Veterans and promoting services. Collaborating with community groups to prevent homelessness among Veterans.

• 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

Intake Specialist coordinating patient access to care at AdaptHealth

Intake Specialist handling patient access to care through referrals and documentation at AdaptHealth. Working closely with patients, providers, and internal teams in a healthcare environment.

• Process a variety of requests, inquiries and transactions via phone, email, fax, and mail
• Review requests to ensure accuracy
• Support internal & external customers via phone or email
• Document all pertinent information related to the call/inquiry, attach supporting information as applicable and if unable to resolve route to appropriate area for follow up
• Gather and analyze data to provide feedback to Team Leads on employee development needs
• Screen inquiries to determine if authorization is required
• Verify member benefits and eligibility and/or provider setup
• Maintain and update Service Requests and research incorrect or missing information
• Triage and assign all incoming inquiries in a timely, efficient manner to appropriate staff
• Perform Peer Audits monthly as required
• Provide clinical review outcome notification to members and providers (verbal and written)

Intake Specialist processing member/provider requests for Blue Cross NC

Intake Specialist processing a variety of member/provider requests at Blue Cross NC. Ensures requests are accurately processed, with responsibilities including data entry and customer support.

Intake Specialist jobs in United States

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Intake Specialist I

Intake Specialist

Intake Specialist

Intake Specialist

Intake Specialist, Multiple Positions

Intake Specialist

Receptionist, Intake Specialist – Weekends

Business Intake Specialist I

Patient Intake Services Specialist

Intake Specialist

Patient Intake Services Specialist

Patient Intake Services Specialist

Patient Intake Services Specialist

Intake Specialist – Part-Time

Intake Specialist

Intake Specialist

Patient Intake Specialist

Outreach & Intake Specialist II

Intake Specialist

Intake Specialist