Intake Specialist

Job Description

REQUIREMENTS

• Excellent verbal and written communication skills for effective interaction with patients,the medical team and internal team members.
• High levels of professionalism in communication, high level of patience and caring attitude with patients and family members.
• Demonstrated call center experience,handling high-volume outbound and/or inbound calls.
• Prior telehealth experience is a plus
• Familiarity with Medicare and Insurance concepts
• Proven efficiency in patient documentation, typing skills, ensuring accuracy and completeness
• Experience navigating multiple systems and completing documentation simultaneously during an outbound call
• Strong over-all tech-saviness and ability to quickly learn new software and systems.
• Competency with Google Office Suite
• Experience working with the elderly
• Excellent organizational and management skills, highly organized in approach and keeping track of complex information flows
• A strong ability to quickly pick up and adhere to defined workflows and mandatory scripting requirements.
• Comfort and proficiency working in a remote office setting
• Experience working with the elderly population with patience and empathy

RESPONSIBILITIES

• Schedule New Patient Appointments
• Manage and confirm patient appointments via phone, email, and our scheduling system
• Fill in vacancies with New Patients
• Collect, verify, and organize patient intake information accurately
• Support patients in setting up for their telehealth visits, including basic tech troubleshooting
• Maintain clear communication with clinicians and other internal teams
• Proactively address and overcome appointment cancellations by re-engaging patients or offering alternate options
• Document all interactions and updates in our EMR system promptly
• Follow up with patients as needed to ensure continuity of care and satisfaction

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