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Intake specialist vs referral specialist

The differences between intake specialists and referral specialists can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 6-12 months to become an intake specialist, becoming a referral specialist takes usually requires 1-2 years. Additionally, an intake specialist has an average salary of $36,805, which is higher than the $36,143 average annual salary of a referral specialist.

The top three skills for an intake specialist include patients, customer service and social work. The most important skills for a referral specialist are patients, customer service, and medical terminology.

Intake specialist vs referral specialist overview

Intake SpecialistReferral Specialist
Yearly salary$36,805$36,143
Hourly rate$17.69$17.38
Growth rate12%-8%
Number of jobs40,66372,016
Job satisfaction-4
Most common degreeBachelor's Degree, 47%Bachelor's Degree, 44%
Average age4349
Years of experience122

What does an intake specialist do?

Intake coordinators manage the registration of clients or patients for medical services in a health care facility. They talk to patients and their families, determine their needs, and ask for patients' medical history and their mental and physical state. It is part of their job to obtain the insurance information of the patients. The necessary skills to become an intake coordinator include good writing and reading skills, good communication, and attention to detail.

What does a referral specialist do?

Referral specialists are responsible for ensuring patients are already cleared for specialty service office visits. They resolve registration, pre-certification, and case-related affairs before the client's appointment. Also, they give support to clinical staff to manage the administrative components of clinical referrals for many services. They must gather relevant information from financial counselors, insurance carriers, and other supplementary staff to make sure the patient's financial responsibility for services are provided. Additionally, they act as a liaison between the patients, physicians, hospitals, health insurance vendors, or other referral sources.

Intake specialist vs referral specialist salary

Intake specialists and referral specialists have different pay scales, as shown below.

Intake SpecialistReferral Specialist
Average salary$36,805$36,143
Salary rangeBetween $26,000 And $51,000Between $29,000 And $43,000
Highest paying CitySan Francisco, CAWashington, DC
Highest paying stateCaliforniaConnecticut
Best paying companyCitiCognizant
Best paying industryGovernmentNon Profits

Differences between intake specialist and referral specialist education

There are a few differences between an intake specialist and a referral specialist in terms of educational background:

Intake SpecialistReferral Specialist
Most common degreeBachelor's Degree, 47%Bachelor's Degree, 44%
Most common majorBusinessBusiness
Most common collegeSUNY at Binghamton-

Intake specialist vs referral specialist demographics

Here are the differences between intake specialists' and referral specialists' demographics:

Intake SpecialistReferral Specialist
Average age4349
Gender ratioMale, 20.7% Female, 79.3%Male, 15.3% Female, 84.7%
Race ratioBlack or African American, 11.7% Unknown, 4.6% Hispanic or Latino, 21.4% Asian, 6.3% White, 54.4% American Indian and Alaska Native, 1.6%Black or African American, 9.6% Unknown, 3.8% Hispanic or Latino, 12.0% Asian, 3.8% White, 70.6% American Indian and Alaska Native, 0.4%
LGBT Percentage11%9%

Differences between intake specialist and referral specialist duties and responsibilities

Intake specialist example responsibilities.

  • Manage assignments of paying medical bills limit in depth that include organizing and researching regulations as pertain to veterans eligibility.
  • Provide information to potential patients and referral sources regarding inpatient and outpatient programs offer and intake process.
  • Verify Medicare eligibility, provide patients with Medicare guideline information as related to home health care and their coverage.
  • Review U.S. DHS immigration compliance of participants.
  • Peg claimants claim and establish medial conditions to VA worksheets.
  • Respond to telephone and e-mail inquiries regarding CM/ECF and court relate procedures.
  • Show more

Referral specialist example responsibilities.

  • Manage assignments of paying medical bills limit in depth that include organizing and researching regulations as pertain to veterans eligibility.
  • Interview patients, evaluate eligibility, collect co-pays, deductibles, including, but not limit to insurance verification.
  • Input HIPAA information, call physician offices to verify testing, collect copay's and deductibles.
  • Arrange for debt repayments or establish repayment schedules and send out insurance claims with the correct ICD-9 and CPT codes.
  • Research referrals and either deny or approve based on information obtain and appropriately identify diagnosis (CPT and ICD-9 coding).
  • Maintain confidentiality by following all applicable HIPAA regulations.
  • Show more

Intake specialist vs referral specialist skills

Common intake specialist skills
  • Patients, 16%
  • Customer Service, 14%
  • Social Work, 7%
  • Data Entry, 6%
  • Phone Calls, 4%
  • Home Health, 3%
Common referral specialist skills
  • Patients, 17%
  • Customer Service, 12%
  • Medical Terminology, 9%
  • PET, 6%
  • Patient Care, 3%
  • Data Entry, 3%

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