AdaptHealth LLC is looking for an Intake Specialist to join our team. You will be responsible for the accurate and timely entry of referral data, communication with patients and referral sources, and ensuring compliance with payer guidelines. As a lead specialist, you’ll serve as a subject matter expert, mentor the team, and contribute directly to our mission of making a profound impact on patients’ lives.
What You'll Do
- Accurately enter referrals within established timeframes while meeting productivity and quality standards.
- Communicate with referral sources, physicians, and associated staff to ensure proper documentation routing.
- Work with leadership to ensure appropriate inventory and services are provided.
- Communicate with patients regarding financial responsibility, collect payments, and document accordingly.
- Review medical records for non-sales assisted referrals to ensure compliance before service is rendered.
- Follow company procedures to determine appropriate shipping methods for service delivery.
- Answer phone calls promptly and assist callers.
- Demonstrate expert knowledge of payer guidelines and review clinical documentation to determine qualification status.
- Work with community referral sources to obtain compliant documentation in a timely manner.
- Contact patients when documentation does not meet payer guidelines, provide updates, and offer additional options.
- Work with the sales team to obtain necessary documentation and support referral source relationships.
- Navigate multiple online EMR systems to obtain applicable documentation.
- Work with the insurance verification team to ensure all needs are met for accurate patient information and payment.
- Assume on-call responsibilities during non-business hours in accordance with company policy.
- Supervise and provide guidance to team members in daily operations and complex case resolution.
- Lead team meetings and facilitate training sessions for staff development.
- Monitor team performance metrics and productivity standards, providing feedback and coaching.
- Serve as the primary escalation point for difficult customer issues and complex regulatory compliance questions.
- Develop and implement process improvements and workflow optimization strategies.
- Coordinate with management on staffing needs, scheduling, and resource allocation.
- Conduct new employee onboarding and ongoing training programs.
- Maintain advanced expertise in Medicare guidelines, payer policies, and regulatory changes to guide team decisions.
- Prepare reports and analysis on team performance, trends, and operational metrics for management review.
- Maintain patient confidentiality and function within HIPAA guidelines.
- Complete assigned compliance training and other required education programs.
- Maintain compliance with AdaptHealth's Compliance Program.
What We're Looking For
- Ability to appropriately interact with patients, referral sources, and staff.
- Strong decision-making skills.
- Analytical and problem-solving skills with meticulous attention to detail.
- Strong verbal and written communication abilities.
- Excellent customer service and telephone service skills.
- Proficient computer skills and knowledge of Microsoft Office.
- Ability to prioritize and manage multiple tasks effectively.
- Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
- Ability to work independently as well as follow detailed directives.
- Solid ability to learn new technologies and possess the technical aptitude required to understand data flow and system interaction.
Technical Stack
- Microsoft Office
- Multiple online EMR systems
Team & Environment
You’ll work with leadership, the sales team, and the insurance verification team. As a lead specialist, you will supervise and provide guidance to team members.
Work Mode
This is a fully remote position.



