Patient Intake Specialist

2 months ago


New York, United States Madison Health & Rehabilitation Full time

Position Summary This individual responds to inbound phone calls and determines prospective patients' needs and viability while providing accurate and responsive intake. They also provide general Curated Mental Health information to prospective referrers, patients and communities, ensuring excellent patient-facing service. The Patient Intake Specialist processes and transcribes patients' information for referral entry and responds to electronic platforms, faxed or phoned-in referrals. This individual follows Curated Mental Health admission criteria and processes referrals accordingly as well as ensuring the same for their supervisees. Essential Duties and Responsibilities The essential functions include, but are not limited to, the following: Handles all initial patient intake from initial contact to completion of onboardingActively reviews providers schedules to allow for optimized scheduling in accordance with the operations needsHas knowledge of which facility and providers offer which services so the patient can be properly assigned to the appropriate care teamVerbally reviews all intake paperwork with prospective patients to ensure comprehensionProvides financial counseling that ensures prospective patients understand their financial obligations for careEnsures patient demographics, insurance info/ card, referrals and medical histories are accurately put into the EMR and assigned to the appropriate care-teamSupports practice management on relevant information regarding daily operationsParticipates in regular group meetings with operations teamReports to management with updates on intake data as relevantMaintains a welcoming and helpful attitude for prospective Curated patientsMaintains knowledge of provider availability and insurance credentialingEnsures patient completes all intake related paperworkEnsures all intake paperwork is accurate and completeVerifies medical insurance coverage, eligibility, and benefits for each patient.Schedules initial appointments or initial consultationsAnswers phone, text, and email inquiries from prospective patients.Addresses any prospective patient queries or concernsPrepares and maintains patient charts through intake processClears and responds to all emails and voicemails by the end of dayMinimum Qualifications (Knowledge, Skills, and Abilities) Bachelor's DegreeOne-year experience working with patient intake preferredExperience in healthcare or related field is preferred



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