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Benefits Intake Specialist
3 weeks ago
Intake Specialist Job Description
Intake Job Description/Responsibilities:
- Primary responsibility is conducting outreach phone calls to provider offices/copy services for the successful and timely acquisition of patient medical records; on behalf of Company's health plan clients for their validation
- reviews and audits. Performance will be measured and scored on a weekly basis, to ensure achievement of expected daily call volumes, professional business-to-business conduct, and desired call outcomes of timely medical record retrieval.
- Managing confidential information in accordance with Organizations PHI policies for handling medical records and supporting documentation (printing is prohibited and all computer usage is monitored for security compliance and productivity purposes)
- Diligent and thorough follow-up on medical record requests, as required
- Digitizing paper-based medical records into computer and call outcome retention and quality data entry (based no need - onsite required, in accordance with current CDC protocols)
- Appropriate and concise communication with other staff members (including Client Support Specialists) through escalation processes; whom may aid in the retrieval of targeted medical records.
- Daily Timesheet submission
Intake Job Requirements/Experience:
- Requires private, secure, and dedicated work-from-home environment; with no background noise and/or distraction.
- High-speed Internet Access– no reimbursement provided for service, connectivity will need to be self-managed and maintained.
- Full-time availability; required Monday thru Friday with no exceptions; daily shifts with 30 min lunch break are as follows: 9 AM ET – 4 PM ET (9 AM ET-5 PM ET with managerial approval).
- Proficient use of Microsoft Office Outlook, RightFax, Windows Explorer, Notepad, and Microsoft Teams (video required for mandatory daily huddles).
- Excellent computer knowledge and skills; with ability to navigate and perform data entry within Company call center platforms
- Excellent phone and business-to-business communication skills.
- Ability to set and reach daily call goals, work independently and productively within a remote work-from-home environment.
Payor or Benefits Experience: Candidates with experience working with payors or benefits administration will be given preference. Experience in verifying insurance coverage, obtaining authorizations, and navigating insurance billing processes is highly desirable. The ability to interpret insurance policies and communicate effectively with insurance companies to resolve coverage issues is essential for success in this role.
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