
Clinical Intake and Referral Specialist
5 days ago
Position Overview
The Clinical Intake Specialist serves as the first point of contact for new patients and referral sources, ensuring a smooth and efficient intake process. This role is responsible for gathering essential clinical and administrative information, verifying eligibility, coordinating with healthcare providers, and ensuring compliance with all agency policies and regulatory requirements.
The ideal candidate will have a strong healthcare background, excellent communication skills, and a detail-oriented approach to handling sensitive patient data.
Key Responsibilities
- Receive and process new patient referrals from physicians, hospitals, and other referral sources.
- Collect and review all necessary clinical documentation, including physician orders, patient history, and insurance details.
- Verify insurance eligibility, benefits, and authorization requirements.
- Conduct intake interviews with patients and/or caregivers to gather medical history and service needs.
- Accurately enter patient information into the agency's EMR system.
- Communicate with clinical teams to ensure timely patient scheduling and service initiation.
- Collaborate with case managers, nurses, and therapists to coordinate patient care plans.
- Maintain compliance with HIPAA and all regulatory guidelines for patient information handling.
- Track and follow up on pending authorizations or missing documentation.
- Provide excellent customer service and act as a liaison between patients, families, and healthcare providers.
Qualifications
- Bachelor's degree in healthcare, nursing, or related field preferred.
- Minimum [1–2] years of experience in a healthcare intake, admissions, or medical office setting.
- Knowledge of medical terminology and clinical documentation requirements.
- Proficiency with EMR/EHR systems and Microsoft Office Suite.
- Strong communication and interpersonal skills.
- Ability to multitask, prioritize, and work in a fast-paced environment.
- Understanding of HIPAA regulations and patient confidentiality requirements.
- Must have a reliable Laptop and Internet Connectivity
Preferred Skills & Experience
- Experience in home health, hospice, or hospital admissions.
- Familiarity with insurance verification and prior authorization processes.
- Bilingual skills a plus.
Job Type: Full-time
Pay: Php25, Php28,000.00 per month
Application Question(s):
- How many years of experience do you have handling patient intakes or admissions in a healthcare setting?
- Are you familiar with HIPAA regulations and patient confidentiality requirements?
- Do you have experience reviewing clinical documentation, such as physician orders and patient medical histories?
- Have you worked with EMR/EHR systems? If yes, which ones?
- Do you have experience verifying patient insurance eligibility and obtaining prior authorizations?
- Are you able to work in a fast-paced environment and manage multiple referrals at once?
Work Location: Remote
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