Intake Specialist

JOB SUMMARY

DUTIES AND RESPONSIBILITIES

• Be a Welcoming Voice: You're a people person who genuinely enjoys helping others. You'll welcome new customers by calling them and/or their families, ensuring that they feel comfortable, supported and are well informed as to what to expect. You’ll let them know of any additional service offerings that they could benefit from, as well as informing them of any obligations that they might have to the business and/or program. Think of yourself as the official welcoming committee representing the collective team. • Gather the Details: You'll carefully collect essential information from our customers, healthcare professionals and/or clients and/or internal/external partners to determine the service(s) that are required, to fulfill the medication, supply and/or equipment order(s) and/or to determine coverage and/or service(s). You will collect the right information, including but not limited to billing and credit card information, insurance and/or reimbursement information. You will also communicate with clients and/or physicians to obtain clarification on medical documentation or to request any missing documentation that would be required. You'll be a master of asking the right questions to get the information that we need. • Contact Third Parties: Contact insurance companies and/or other applicable third parties as required to gather policy benefits/limitations (Ie. deductible amount, co-payment, effective date(s), pre-authorization requirements, limitations and any documentation required for fulfillment of their request and/or to process applicable claims. • Maintain and Keep Things Organized: You'll accurately record and enter all referral, customer, healthcare, insurance and/or order information and any communication as required in our system, ensuring all details are properly documented. You’ll maintain and update information and accounts. You'll be a champion of organization, keeping all records neat and tidy.