Patient Intake Specialist

1 week ago


San Luis Obispo, California, United States Wilshire Health and Community Services Inc. Full time
Job Overview

Position Summary

Under the guidance of the Administrator, the Patient Intake Specialist is tasked with documenting and processing referrals, assessing the required level of care, confirming insurance eligibility, and serving as a communication bridge between referral sources and insurance providers.

Key Responsibilities

  • Handles incoming calls from healthcare professionals and discharge planners regarding new patient referrals.
  • Exhibits strong problem-solving skills, sound judgment, and maintains confidentiality with sensitive information.
  • Interacts professionally and courteously with patients, families, colleagues, and supervisors.
  • Demonstrates a proactive approach and is responsive to the needs of the organization, actively participating as a team member.
  • Completes necessary intake referral documentation.
  • Ability to manage multiple tasks in a dynamic, high-energy environment.
  • Capable of working independently as well as collaboratively within a team.

Qualifications & Skills

  • Proficient in computer applications.
  • Familiarity with reimbursement processes including Medicare, Medi-Cal, and private insurance.
  • Shows a genuine interest and capability to engage effectively with the community.
  • Experience in Home Health and Hospice services is preferred.

Work Schedule

Tuesday to Saturday, 8 AM to 5 PM, in-office.

About Us

For over 75 years, Wilshire Health & Community Services has been dedicated to providing care and support that prioritizes clinical excellence, patient choice, and the vital relationships we build with patients, their families, and the community. As a mission-driven, not-for-profit organization, we are committed to enhancing the quality of life for individuals in our community, regardless of their financial circumstances. This is an opportunity to contribute your passion to our mission.



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