Role Description
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Manage inbound patient and referral inquiries from patients, families, healthcare providers, care coordinators, discharge planners, payer representatives, and other referral sources.
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Conduct standardized intake screening to determine service eligibility, payer requirements, coverage, and appropriate next steps.
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Collect and validate patient demographic, insurance, referral, and other information required to support accurate registration and reimbursement.
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Coordinate eligible patients through the intake process with the goal of completing registration and scheduling efficiently.
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Follow up on incomplete referrals, missing documentation, and outstanding intake requirements.
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Communicate clearly with patients and referral sources regarding required documentation, insurance requirements, scheduling, and next steps.
Eligibility and Benefits Verification
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Verify insurance eligibility and benefits in real time using payer portals and direct payer communication.
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Confirm active coverage, plan type, network status, deductibles, copays, out-of-pocket requirements, visit limitations, and other applicable benefit information.
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Identify prior authorization requirements and ensure authorization needs are initiated or appropriately routed before services are provided.
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Understand and apply the distinction between insurance eligibility, benefits, prior authorization, and medical necessity requirements.
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Accurately document verified insurance and benefit information within applicable EHR, practice management, and revenue cycle systems.
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Escalate discrepancies in coverage or payer requirements to appropriate revenue cycle or operational teams.
Scheduling and Patient Access Coordination
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Schedule eligible patients for appropriate services following completion of required intake and payer verification activities.
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Provide patients with accurate appointment information and instructions regarding required forms or documentation.
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Coordinate with operational, clinical, authorization, and billing teams when additional information or action is required before scheduling.
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Track scheduled appointments and support follow-up activities related to cancellations, no-shows, or incomplete intake requirements.
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Maintain timely communication with referral sources regarding intake status and outstanding requirements.
Revenue Cycle Support
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Support clean front-end revenue cycle processes by ensuring demographic, insurance, eligibility, benefit, and authorization information is accurate before services are rendered.
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Identify potential reimbursement barriers during intake and escalate them before they result in avoidable denials or delayed payment.
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Coordinate with authorization, billing, and other RCM teams to resolve payer-related issues.
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Maintain knowledge of payer requirements and workflow changes affecting patient access and reimbursement.
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Support process improvements designed to increase intake completion, scheduling conversion, documentation accuracy, and clean claim performance.
Documentation and Compliance
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Maintain complete and accurate intake documentation within applicable healthcare systems.
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Document referral source, payer information, eligibility and benefit verification, authorization status, appointment information, and required follow-up.
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Maintain patient confidentiality and comply with HIPAA and applicable healthcare privacy requirements.
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Support accurate records for payer audits, internal quality reviews, and revenue cycle reporting.
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Follow established documentation standards and quality requirements.
Performance and Quality
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Meet established performance expectations related to intake completion, conversion, documentation accuracy, call quality, and first-contact resolution.
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Maintain accuracy while working in a high-volume environment.
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Participate in quality reviews, coaching, training, and workflow improvement initiatives.
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Identify recurring intake or payer issues and communicate opportunities for process improvement.
Qualifications
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Minimum of two years of experience in healthcare intake, patient access, admissions, insurance verification, or another front-end Revenue Cycle Management function.
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Prior intake, patient access, or RCM experience supporting behavioral health services is required.
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Experience verifying insurance eligibility and benefits using payer portals such as Availity, NaviNet, or similar systems.
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Working knowledge of insurance eligibility, benefits, prior authorization, and payer requirements.
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Experience working with commercial and managed care insurance plans.
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Experience using EHR, practice management, or other healthcare revenue cycle systems.
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Ability to manage multiple systems and workflows simultaneously while communicating with patients or referral sources.
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Strong verbal and written communication skills.
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Strong attention to detail and ability to maintain accurate patient and payer information.
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Working knowledge of HIPAA and healthcare confidentiality requirements.
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Ability to communicate professionally with patients, families, healthcare providers, payer representatives, and internal teams.
Requirements
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Associate degree or higher in healthcare administration, business, psychology, social work, public health, or a related field.
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Experience in patient access, admissions coordination, healthcare call center, or centralized intake operations.
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Experience working across multiple payer types and healthcare service lines.
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Experience identifying and coordinating prior authorization requirements during the intake process.
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Experience working in a performance-driven intake or patient access environment.
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Bilingual English/Spanish communication skills preferred.
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US based candidates eligible for employment without sponsorship.