Intake Coordinator

This position’s primary function is to screen and process referrals, determine and secure the financial pre-authorizations, review financial policies with patients and/or caregivers, process referral requests and orders from internal and external sources, pre-register patients, and maintain the scheduling for new patient appointments.

The responsibilities of the Intake Coordinator include, but are not limited to:

• Review and process referrals and/or orders in a timely manner. 

• In some areas, provide face-to-face interaction to schedule patients prior to discharge and work directly with clinicians to ensure that coordination of discharge orders are completed timely and accurately. 

• Provide financial and clinical notification of a new referrals and/or orders to the appropriate delegates after initial screening to allow the patient to receive the appropriate screening before treatment and service. 

• In some areas, verify insurance coverage, review financial policies with patients and/or caregivers, and connect patients to savings and assistance programs.

• Maintain appointment schedules for any specialty services that are requested.

• Pre-register patients, checking in for appointments, collect payment for services and coordinate subsequent visits.

• Order supplies that are required for specialty visits.

• Create a high level of service and relationship based experience for patients.

• Maintain a complete and smooth flow of operations and communication between the patients, payors, vendors, pharmacies, clinical teams, and internal stakeholders.

• Identify opportunities for revenue optimization and cost containment.

Knowledge & Skills

• Follow written and verbal instructions.

• Proficient in using several modes of communication including telephones, skype instant messaging, email, and several business software applications.

• Effective problem-solving in a timely manner at times with limited discretion.

• Maintain the expectation that the incumbent will be expected to have knowledge of HIPAA and/or The Joint Commission standards and possess excellent communication and problem solving skills to ensure effective, professional relationships with the physicians and the physician office staff. The incumbent also must have a thorough understanding of the content of the medical record in order to be able to locate information needed. This position is challenged to be aware of the continual changes in Federal and State regulations for prospective payment, keep informed of changes in treatment modes and new procedures.

• Organize and maintain priorities and schedules to ensure deadlines are met.

This position does not provide patient care.

The foregoing description is not intended and should not be construed to be an exhaustive list of all responsibilities, skills and efforts or work conditions associated with the job. It is intended to be an accurate reflection of the general nature and level of the job.

Name

Description

Education:

Must have working-level knowledge of the English language, including reading, writing and speaking English. Associates or bachelor’s degree preferred.

Experience:

1-2 years’ experience in hospital or outpatient services and/or practice management; or minimum of 1 year direct experience in a health care contact/call center, hospital or outpatient environment preferred.

License(s):

None

Certification(s):

None

Computer / Typing:

Must be proficient with Microsoft Office Suite, including Outlook, PowerPoint, Excel and Word and have the ability to use the computer to complete online learning requirements for job-specific competencies, access online forms and policies, complete online benefits enrollment, etc.  Must be able to learn the distinct computer systems used within the designated department, to include EPIC, Aperek, and Siemens systems.