Intake Representative II

3 days ago


New Bedford, Massachusetts, United States SolutionHealth Full time $40,000 - $70,000 per year

Come work at the best place to give and receive care

​Job Description: 

About the Job:

Independently manage the new patient office, often serving as initial introduction to Elliot Health System, responding to potential new patients as well as providers and referring offices who are requesting services within the Health System.

What You'll Do:

  • Processes all incoming referrals for new and existing patients and contact patients to schedule appointments.
  • Assists potential new patients and referring offices with new patient process, with a large volume of phone contact and electronic and/or faxed new patient information.
  • Answers and/or screen all incoming calls/inquiries and directs elsewhere as appropriate.
  • Obtains and verifies demographic and coverage information, organize, ensure accuracy, and complete new patient referral form following department guidelines for each new patient.
  • Requests prior medical records, testing, and referrals and ensure information is received prior to appointment.
  • Keeps track of each referral at various stages of completion and continually following up on pending issues.
  • Verifies accuracy of information by identifying patient's demographics, hospital number, insurance, and patient history.
  • Conducts research in Epic patient records for historical information.
  • Provides accurate and up-to-date status on all new patient referrals using Patient Message function in Epic to continually document information.
  • Notifies Manager of any urgent incoming requests for review and ensures records are available.
  • Follows specified procedures for dispatching finished referrals to designated person(s) for approval to either book appointments or notify referring providers of denials.
  • Establishes and maintains all logs, records, or other file systems necessary to accurately track production for referral office.
  • Reviews our compliance policy and reminder process with the patient.
  • Completes a MINI registration within the EPIC system, scheduling the patient with appropriate provider.

Who You Are:

  • Ability to multi-task and manage competing priorities, many of which must be tracked and followed up on.
  • Able to meet the accuracy and detail requirements for this job.
  • Must be able to work under pressure in a consistently busy area.
  • Ability to use independent judgment and critical reasoning to determine appropriate procedures to use or systems to access for any given situation.
  • Must be able to work all shifts on site.

Job Qualifications

  • Education: High school diploma or equivalent required.
  • Experience: Minimum of three (3) years of related medical office experience.
  • Skills: Proficient in Microsoft Office; Proficient in navigating Epic electronic medical record; Detail oriented with strong organizational and communication skills necessary in all aspects of the new patient process.

Why You'll Love Us:

  • Health, dental, prescription, and vision coverage for full-time & part-time employees
  • Short-term disability, long-term disability, and life insurance coverage
  • Competitive pay and earned time accrual plan
  • Tuition Reimbursement and career advancement opportunities
  • 403(b) Retirement Savings Plan
  • Supplemental benefits, including access to the Welliot Health Center
  • And more

Work Shift: 

40 hours per week, 8 AM - 5 PM, M-F

SolutionHealth is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, disability status, veteran status, or any other characteristic protected by law.


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