Intake Specialist I

2 weeks ago


Redding, United States Friesen Group Full time

Job Type Full-timeDescriptionLeading Through Mission & ValuesKeeping the organization's mission, and values at the forefront of decision making and action.Customer Communication and ResponsibilitiesGreet 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 CoordinationInform manager of any patient/customer problems, concerns, etc, with ordered services/products, if necessary and document in software and in Microsoft TeamsVerify that documentation qualifies patient for ordered services with minimal assistance. Complete software Insurance Verification queue for private insuranceNotify referral source and patient of patient financial responsibility, as well as protocol for set-up and refill expectations.Document payment plan and collect at least 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.Able to navigate BT and insurance verification platforms with some assistance. Intake ProcessEnsure that intakes are timely and accurate. Ensure that appropriate internal depts or outside agencies have necessary info to assure smooth coordination of care for patients.Responsible for new intake info for securing benefits and auth info prior to start of therapy.Check tasks throughout the day and address new orders.Document all conversations and correspondence with referral sources, as they occur. Scan referrals not in que and attach to patient Other ResponsibilitiesAnswer phones in a timely manner, addressing customer concerns immediately, escalate as needed to address concerns.Report all software and hardware (i.e., printers, fax machines, copy machine) issues to IT.Schedule patient appointments in software, as neededTakes initiative to obtain a basic understanding of insurance requirements for billing. Greet walk-in patients and address their needs; escalates as appropriate.Basic equipment troubleshooting and foundational knowledge of function after training.RequirementsExperience1 year of Customer Service experience. Preferred Knowledge of HCPC codes Preferred 1 year prior work experience in a medical setting.Preferred understanding of insurance authorization and reimbursement.EducationHigh School Diploma or equivalentSpecial SkillsProficient in Microsoft Office (Excel, Word, Outlook). Excellent customer service, phone skills.



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