Intake Specialist

## Description

We are looking for a detail-oriented Intake Coordinator to support our field clinical team through accurate insurance verification, benefits investigation, and chart preparation. This is a back-office administrative role — you will work closely with internal staff and payers, ensuring field clinicians have everything they need to deliver care before they ever step through a patient’s door.

Verify insurance eligibility and active coverage for new and existing patients using payer portals and phone inquiries

Investigate and document detailed benefits information including deductibles, co-pays, out-of-pocket maximums, and visit limitations

Obtain prior authorizations and referrals required for services delivered by field clinicians

Build and organize patient charts, ensuring all demographic, insurance, and clinical intake documentation is complete and accurate prior to the first visit

Track authorization statuses and proactively request renewals to prevent lapses in coverage

Communicate benefits findings and any coverage limitations clearly to the clinical and billing teams

Identify and resolve intake discrepancies or missing documentation before clinician deployment

Maintain organized, audit-ready records in compliance with HIPAA and organizational standards

## Qualifications

High school diploma or GED required; associate’s degree in healthcare administration preferred

2+ years of experience in insurance verification, benefits investigation, or medical intake in a healthcare setting preferred.

Solid understanding of commercial, Medicare, and Medicaid benefit structures and authorization requirements

Experience working in Epic, CarePort and similar portals

High accuracy and strong organizational skills with the ability to manage multiple charts simultaneously

Ability to work independently, prioritize workload, and meet deadlines in a fast-paced environment

Strong written communication skills for internal documentation and cross-team correspondence

Knowledge of HIPAA regulations and commitment to patient data privacy