Portal Specialist
Job Description
REQUIREMENTS
- High school diploma or equivalent required; associate degree preferred.
- One (1) year of relevant experience in home infusion, specialty pharmacy, medical office, hospital liaison, or intake preferred.
- Experience working with electronic medical record (EMR) systems, intake systems, or case-management portals strongly preferred.
- CPR+ experience a plus.
- Strong attention to detail and accuracy in data entry.
- Ability to manage multiple screens, portals, and tasks simultaneously.
- Excellent written and electronic communication skills.
- Understanding of healthcare terminology, insurance benefits, and basic authorization concepts.
- Ability to work in a fast-paced environment and meet turnaround time expectations.
- Customer-service orientation when interacting with hospital case managers and internal teams.
- Proficiency in Microsoft Office and ability to quickly learn new technology platforms.
- Percentage of Travel: 0-25%
RESPONSIBILITIES
- Retrieves, reviews, and processes new referrals from assigned hospital portals in a timely manner
- Monitors multiple portals concurrently to minimize missed or delayed referrals
- Creates initial (“skeleton”) patient charts within CPR+ to facilitate quick downstream processing
- Communicates within hospital and case-management portals as needed (market-dependent)
- Relays benefit investigation outcomes, authorization status, and estimated delivery timelines to referral sources
- Collaborates with internal teams including Intake, BI, Authorization, Pharmacy, and Nursing as needed
- Supports standardized turnaround times for referral processing
- Identifies delays, missing documentation, or portal issues and escalate promptly
- Maintains accurate, compliant documentation in CPR+ and related systems
- Supervisory Responsibility: No
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