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Intake specialist job description

Updated March 14, 2024
8 min read
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Example intake specialist requirements on a job description

Intake specialist requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in intake specialist job postings.
Sample intake specialist requirements
  • High school diploma or equivalent
  • One year of experience in customer service
  • Excellent communication skills, both verbal and written
  • Ability to multitask and prioritize in a fast-paced environment
  • Proficient in computer and software applications
Sample required intake specialist soft skills
  • Empathetic and patient nature
  • Strong problem-solving skills
  • Detail-oriented and organized
  • Ability to work well in a team
  • Positive attitude and willingness to learn

Intake specialist job description example 1

Owens & Minor intake specialist job description

At Owens & Minor, our Mission is simple: empowering our customers to advance healthcare. Our teammates continue to play an essential role in the global fight against COVID-19 by working to ensure our healthcare customers have what they need, when they need it, enabling them to focus on the critical task of providing patient care. As a Fortune 500 company with over 15,000 teammates in over 70 countries, Owens & Minor remains laser-focused on delivering on our Mission throughout COVID-19 and beyond. Our $9-billion business includes our Global Solutions and Global Products segments, with core offerings structured across three pillars of excellence: Products, Services, and Distribution.

Our people are the power that propels us. As we continue to navigate unprecedented circumstances, teammate safety remains our top priority, and all of our facilities have implemented enhanced safety and sanitation protocols. Just as our teammates are dedicated to empowering healthcare around the world, Owens & Minor is dedicated to providing the kind of culture and benefits that empower teammates to grow their careers and enjoy the rewarding work they do every day.

Owens & Minor benefits are applicable to Full Time Regular and Permanent Teammates, and include:

Medical, dental, and vision insurance, available on first working day 401(k), eligibility after 30 days of employment Employee stock purchase plan Tuition reimbursement Development opportunities to grow your career with a global company
If you feel this opportunity could be the next step in your career, we encourage you to apply.

Owens & Minor is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, sex, sexual orientation, genetic information, religion, disability, age, status as a veteran, or any other status prohibited by applicable national, federal, state or local law.

Note: Owens & Minor is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at our Company via email, the Internet, or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of our Company. No fee will be paid in the event the candidate is hired by our Company as a result of the referral or through other means.
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Intake specialist job description example 2

OhioHealth intake specialist job description

We are more than a health system. We are a belief system. We believe wellness and sickness are both part of a lifelong partnership, and that everyone could use an expert guide. We work hard, care deeply and reach further to help people uncover their own power to be healthy. We inspire hope. We learn, grow, and achieve more - in our careers and in our communities.

The Intake Specialist is responsible for assisting in the coordination and processing of all incoming referrals, patient reorders and troubleshooting. Also responsible for prior authorizations, verification of insurance benefits and payment/delivery arrangements for all OhioHealth Home Care service lines. The intake specialist will also be responsible for obtaining all required information and documentation to process the referral and qualify patients for services. He/she is responsible for providing excellent customer service to patients receiving services from all OhioHealth Home Care service lines.
Minimum Qualifications:

High School or GED (Required) Knowledge of hospice, home health, HME and/or infusion pharmacy. Basic computer skills to include Word, Excel, and internet. Communication skills. Strong public relations skills. Knowledge of Medicare, Medicaid and insurance coverage criteria. Customer service Experience . One to two years Experience in a healthcare medical, billing, sales, community relations, or marketing field.

Work Shift:
Day

Scheduled Weekly Hours :
40

Department
HME Lewis Center

Join us!... if your passion is to work in a caring environment... if you believe that learning is a life-long process... if you strive for excellence and want to be among the best in the healthcare industry

Equal Employment Opportunity

OhioHealth is an equal opportunity employer and fully supports and maintains compliance with all state, federal, and local regulations. OhioHealth does not discriminate against associates or applicants because of race, color, genetic information, religion, sex, sexual orientation, gender identity or expression, age, ancestry, national origin, veteran status, military status, pregnancy, disability, marital status, familial status, or other characteristics protected by law. Equal employment is extended to all person in all aspects of the associate-employer relationship including recruitment, hiring, training, promotion, transfer, compensation, discipline, reduction in staff, termination, assignment of benefits, and any other term or condition of employment
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Intake specialist job description example 3

Legacy Health intake specialist job description

US-OR-Portland

Type: Regular Full-Time
Emanuel Medical Ctr campus

Overview

You know that your job is about much more than gathering referral and payer information. As a Revenue and Referral Intake Specialist, you are the important link between patients and physician referrals. You are the calm presence that provides all parties with the information they need for the best possible experience. You treat all parties with the dignity that is a hallmark of the Legacy community. If this describes you, we'd like you to consider this opportunity.

The Revenue and Referral Intake Specialist (RRIS) provides support to patients, providers, and staff for a wide variety of complex tasks such as initial patient registration, scheduling evaluation(s), referral, insurance authorization, charge and coding review.



Responsibilities

REFERRALS/ PRIOR AUTHORIZATION:

Processing of all referrals and prior authorizations (hereafter referred to as ‘referral') to ensure timely handling in order to meet the department's financial, customer service and regulatory standards.

Provides education and customer service to providers, staff and patients regarding the department referral process.

Provides data entry and clerical support for the referral process for both pre-paid and fee-for-service health plans.

Understands each health plan's guidelines, benefits and basic risk models.

Understands and follows department's referral processes and procedures.

Performs insurance verification and authorization including eligibility checks and complex phone calls to insurance companies to determine patient coverage

Performs ongoing insurance reauthorization as needed

Understands and follows department's referral processes and procedures.

Identifies and resolves patient, provider, department and insurance company concerns, requests and problems related to referral issues.

CHARGE CAPTURE:

Monitors charge capture process to ensure timely handling in order to meet the department's financial, customer service, and regulatory standards.

Provides assistance and direction to providers and staff on missing, incomplete or inaccurate charges.

Assists providers and staff in assigning appropriate Diagnosis and CPT codes and researching problems and/or concerns as needed.

Reviews charges and documentation to ensure appropriate use of CPT/Diagnosis coding practices. Acts as a liaison between providers and revenue cycle departments.

Verifies that billable visits have charges attached.

Works assigned Charge Review Work Queue's and inpatient reconciliation report in a timely manner.

Acts as liaison between department staff, providers and billing department.

ACCOUNT AND PATIENT ISSUES :

Handles person-to-person patient inquiries regarding referral issues. Follows up with patient and other key players until issues are resolved.

Identifies and resolves patient, physician, department and insurance company concerns, requests and problems related to referral issues.

Problem solves issues in a professional manner.

Works cooperatively with other staff to resolve issues for patients and providers.

SCHEDULE EVALUATION(S) AND REGISTRATION:

The RRIS schedules evaluation appointment(s) for a patient following the guidelines of the scheduling protocol for the respective Legacy Program.

PROFESSIONAL BEHAVIOR:

Maintains the respect and confidence of others, including physicians, customers, patients and coworkers, by exhibiting professional appearance, proper conduct, punctual attendance, dependability and a positive attitude.

Meets established guest relation's standards of professional behavior and confidentiality.

Greets and directs patients, visitors and other employees as per department procedures.

Provides customer service by phone or in person in a prompt, courteous and complete manner.

Responds to requests for information courteously and efficiently.

Takes complete, accurate and timely telephone and verbal messages in a professional manner.

Presents professional image to customers and staff in a pleasant and helpful manner.

Takes on special responsibilities and projects in areas as requested.

Acts as liaison to communicate departmental information to customers regarding department operations.

OTHER:

Additional functions may include but is not limited to:

Independently initiates required reports.

Communicates swiftly with Supervisor or Manager at the site if work load issues are resulting in a delay of charge review workqueue(s), authorizations, timely processing of referrals and or scheduling

May assist with cash handling.

May float to other departments as needed to maintain core staffing at managers discretion to cover similar roles and or responsibilities (e.g., registration or scheduling).



Qualifications

Education:

Associate's degree in business or healthcare, or equivalent experience, required.

Experience:

Standard office computer and keyboarding experience required.

Skills:

Excellent verbal and written communication skills.

Attention to detail, accuracy and organizational skills.

Knowledge of medical terminology.

Keyboard skills and ability to navigate electronic systems applicable to job functions.

Knowledge of CPT and ICD-10 coding preferred.

Knowledge of insurance and managed care practices preferred.

LEGACY'S VALUES IN ACTION:

Follows guidelines set forth in Legacy's Values in Action.

Equal Opportunity Employer/Vet/Disabled



PI193627774

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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.