[Hiring] Representative II, Connect Order Placement Phone and Fax @Cardinal Health

Role Description

The Representative II, Connect Order Placement Phone and Fax plays a critical role in ensuring accurate and timely intake of customer orders by reviewing, indexing, and entering medical documentation received primarily via fax. This role supports the flow of orders through the business by interpreting physician documentation, creating and updating accounts, and routing materials appropriately using multiple internal systems.

The position is primarily focused on document review and data entry, with limited phone support as business needs require. Success in this role requires strong attention to detail, the ability to interpret clinical and order documentation, and proficiency in navigating multiple systems in a high-volume environment.

• Review incoming documents and accurately identify document types (e.g., orders, progress notes, prior authorization forms).
• Assign appropriate keywords and index documents to route them correctly to downstream teams.
• Process an average of 130–160 documents per day, maintaining accuracy and productivity standards.
• Make decisions on document interpretation using standard operating procedures and tools.
• Create and update customer accounts based on faxed documentation.
• Enter required data elements including patient demographics, physician information, diagnoses, and product orders.
• Accurately place orders based on physician documentation and order forms.
• Review and interpret medical notes and clinical documentation to ensure completeness and correctness.
• Support inbound phone calls when required by business demand, including creating accounts and placing orders during live interactions.
• Successfully transition between document-based intake and phone-based order placement as needed.
• Handle up to 60–80 calls per day when assigned to the phone queue.
• Navigate and work across multiple systems simultaneously while maintaining accuracy.
• Troubleshoot basic system or IT issues and escalate appropriately.
• Ensure all work is completed in compliance with regulatory and company standards.
• Meet departmental performance metrics related to productivity, accuracy, and timeliness.
• Collaborate with supervisors and support resources to resolve intake issues efficiently.

Qualifications

• High school diploma, GED, or equivalent, or equivalent work experience, preferred.
• 1-3 years of experience in an intake, order processing, data entry, or similar operational environment, preferred.
• Experience working with medical documentation, physician orders, or healthcare intake strongly preferred.
• Strong attention to detail with the ability to interpret written clinical and order documentation.
• Proven ability to work across multiple systems concurrently in a fast-paced environment.
• Comfortable with high-volume production work focused on accuracy and efficiency.
• Ability to troubleshoot basic technical issues and adapt to changing workflows.
• Previous experience with document management systems, order entry platforms, and Microsoft Office preferred.
• Phone-based customer service experience is a plus but not the primary focus of the role.

Requirements

• Applies acquired job skills and company policies and procedures to complete standard tasks.
• Works on routine assignments that require basic problem resolution.
• Refers to policies and past practices for guidance.
• Receives general direction on standard work; receives detailed instruction on new assignments.
• Consults with supervisor or senior peers on complex and unusual problems.

Benefits

• Medical, dental and vision coverage.
• Paid time off plan.
• Health savings account (HSA).
• 401k savings plan.
• Access to wages before pay day with myFlexPay.
• Flexible spending accounts (FSAs).
• Short- and long-term disability coverage.
• Work-Life resources.
• Paid parental leave.
• Healthy lifestyle programs.