Lead Intake Specialist

Job Description

Job Description

Description:

Job Summary:

As Lead Intake Specialist, you will be responsible for helping guide patients through the healthcare admissions process. Your duties include recording patient information, verifying health insurance, and performing clerical duties.

Duties & Responsibilities:

They include, but are not limited to:

• Efficient Patient Paperwork Processing: Handle patient paperwork in a timely manner while adhering to established protocols.
• Call Management: Answer and screen patient calls, providing clear and helpful information.
• Referral Coordination: Collect and manage essential data to facilitate the referral process; follow up on referrals by contacting organizations to gather necessary information.
• Conduct Initial Patient Intakes: Assess the eligibility of potential patients and ensure all necessary information is gathered.
• Gather and Update Patient Information: Collect medical histories and personal details for new and existing patients, ensuring accurate and up-to-date records.
• Document Review: Ensure all patient documentation is complete and accurate.
• Prepare Patient Paperwork: Organize and prepare all necessary forms and materials for new patients.
• Medical Benefits Verification: Assist with verifying insurance coverage and benefits as directed.
• Pharmacy Benefits Verification: Assist with submitting PBM test claims to determine patient drug coverage
• Communication with Patients, Clinical Liaisons, and Healthcare Providers: Serve as a liaison between patients, clinical liaisons, and Healthcare Providers.
• Additional Duties: Perform other tasks assigned to support team efficiency and patient care excellence to ensure smooth processes and resolve any issues.

Skills & Qualifications:

• Communication Excellence: Demonstrate strong interpersonal skills, actively listening and communicating clearly with patients, team members, and external partners.
• Office Equipment Proficiency: Comfortable using standard office tools such as smartphones, workstations, and fax machines.
• Software Proficiency: Skilled in essential programs like Microsoft Office, CareTend, CPR+ software, etc.
• Customer Service Expertise: Provide excellent customer service, especially in managing distressed patients and ensuring a calm, positive experience.
• Knowledge of Local Resources: Familiar with the Greater Houston infusion patient community and the available resources.
• Adaptability: Ability to manage and adapt to changing workloads and evolving tasks.
• Bilingual: Preferred but not required.
• Multitasking: Ability to handle multiple tasks efficiently in a fast-paced environment.
• Strong Communication Skills: Excellent verbal and written communication skills to interact effectively with patients and team members.
• Self-Motivated: Capable of working autonomously with minimal guidance while maintaining high productivity.
• Positive and Outgoing: A positive attitude and eagerness to contribute to the team.
• Medical Terminology.

Education & Experience:

• Experience: At least 1-3 years of experience in the following areas: Medical Benefits Verification, Deductibles, Max Out-of-Pocket, Coinsurance, Prior Authorization, Pharmacy Benefits Management (PBM) claims, and familiarity with WellSky's CareTend and CPR+ software programs.
• Mathematical Skills: Basic math skills are required; advanced math skills are ideal.

Proficiency in the following language is highly encouraged:

• Spanish