Intake Specialist I
Posted 2025-04-06Essential Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
 Obtains patient demographic and health insurance information; collects co-pay(s) when appropriate.
 Verifies and records insurance benefits, with the ability to understand and provide insurance breakdowns.
 If required by payer(s), obtains prior authorization &/or follows up on authorization.
 Interacts professionally with physicians, patients, patientÂs family, and co-workers.
 Schedules set ups, as called into VieMed, by physicians or physicianÂs office staff, per policy and procedure.
 Retrieves incoming referral(s) and logs demographic information into current patient database & billing system.
 Reviews medical records from referral(s) to determine if medical necessity has been met.
 Communicates to sales team &/or referral source(s), if referral is acceptable or what is missing to complete referral(s)
 Documents in computer system the status of referral
 Reports all concerns or issues directly to Intake Manager or Intake Supervisor
 Other responsibilities and projects as assigned.
Qualifications
 High School Diploma or equivalent
 One (1) to two (2) years working for a Durable Medical Equipment company or relevant medical office experience preferred.
 Basic understandings of medical insurance benefits
 Skill in establishing and maintaining effective working relationships with other employees, patients, organizations, and the public.
 Effectively communicate with physicians, patients, insurers, colleagues, and staff
 Able to read and understand medical documentation effectively.
 Knowledge and understanding of same and similar DME equipment.
 Knowledge and understanding of In-network vs Out of Network, PPO, HMO
 Thorough understanding and maintaining of medical insurances companyÂs regulations and requirements to include but not limited to Medicare and Medicaid.
 Working knowledge of CPT, HCPCS & ICD10 codes, HCFA 1500, UB04 claim forms, HIPAA, billing and insurance regulations, medical terminology, insurance benefits.
 Learns and maintains knowledge of current patient database & billing system.
 Up to date with health information technologies and applications
 Answers telephone in a polite and professional manner. Communicates information to appropriate personnel and management in a timely manner.
 Establishes and maintains effective communication and good working relationships with co-workers, patients, organizations, and the public.
 Proficient in Microsoft Office, including Outlook, Word, and Excel
 Utilizes initiative, strives to maintain steady level of productivity and is self-motivated.
 Work week is Monday through Friday and candidates will work an agreed upon shift (current shifts include 7am-4pm, 8am-5pm, 9am-6pm of 10am-7pm)
 Possible weekend work or overtime, to include working an on-call rotation schedule.
Access to Protected Health Information (PHI)
 This position will require the employee to handle Protected Health Information (PHI) for duties related to document and report preparation. Policies and procedures will be strictly adhered to make sure PHI is protected as required by the HIPAA Privacy Rule.
Working Conditions
 This position will work in an office environment.
(Remote candidates will be considered for the position.)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractorÂs legal duty to furnish information. 41 CFR 60-1.35(c)
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