Job Details

Intake Specialist

  2025-12-16     OWENS     Redding,CA  
Description:

Job Type

Full-time

Description

Leading Through Mission & Values

  • Keeping the organization's mission, and values at the forefront of decision making and action.
Customer Communication and Responsibilities
  • Greet all walk-in customers and telephone calls promptly in a friendly "can do" and professional manner.
  • Always use customers' names during interaction with them.
  • Listen to customers to identify their needs "check for understanding".
  • Be considerate; avoid confrontation and defensiveness when interacting with patients.
  • Resolve customer situations/problems and request assistance if necessary.
Intake Coordination
  • Ensure that intakes are timely and accurate.
  • Ensure that appropriate internal departments or outside agencies have the necessary information to assure smooth coordination of care for patients.
  • Responsible for new intake information for securing benefits and authorization information prior to start of therapy.
  • Complete software Insurance Verification queue for private insurance.
  • Escalate concerns through appropriate chain of command.
  • Independently verify that documentation qualifies patient for ordered services.
  • Document all conversation and correspondence with referral sources, as they occur & in Teams.
  • Thorough understanding of BT and insurance verification platforms.
Intake Process
  • Notify patient of patient financial responsibility, as well as protocol for set-up and service expectations.
  • Document payment plan and collect at least the first payment prior to dispensing. Obtain a signed and dated Payment Plan, per Owens policy.
  • Obtain clinical documents prior to initiating service, as required by insurance.
  • Initiate prior authorization, as required by payor, and document in software.
Other Responsibilities
  • Answer phones in a timely manner, addressing customer concerns immediately, escalate along chain of command as appropriate.
  • Report all software and hardware (i.e., printers, fax machines, copy machine) issues to IT.
  • Schedule patient appointments as needed.
  • Act as a resource for Intake I personnel and notify appropriate lead or branch manager of any ongoing education needed.
Requirements

Experience
  • 1-year prior work experience in a medical setting.
  • Understanding of insurance authorization and reimbursement.
  • Excellent Customer Service experience.
  • Preferred Knowledge of HCPC codes
  • Preferred 2 or more years working in a direct patient role within a medical setting.
  • Preferred 1-year prior work experience in HME
Education
  • High School Diploma or equivalent
  • Preferred Medical terminology class completion
Special Skills
  • Proficient in Microsoft Office (Excel, Word, Outlook).
  • Excellent customer service, phone skills.


Salary Description

$20.00 - $23.00/hour


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