AdaptHealth LLC is hiring an Intake Specialist to manage the accurate entry and processing of patient referrals, ensuring compliance with medical and payer guidelines. This role involves serving as a subject matter expert, training new hires, and mentoring the team while utilizing technology to document patient information and communicate with referral sources and patients.
What You'll Do
- Accurately enter referrals within established timeframes, 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 their financial responsibility, collect payment, and document accordingly.
- Review medical records for non-sales assisted referrals to ensure compliance standards are met prior to service.
- Follow company procedures to ensure appropriate shipping methods are utilized.
- Answer phone calls in a timely manner and assist callers.
- Demonstrate expert knowledge of payer guidelines and read 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 payments.
- Assume on-call responsibilities during non-business hours per 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.
- Perform other related duties as assigned.
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 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.
- Ability to apply common sense understanding to carry out instructions furnished in various forms.
- 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 through systems.
Technical Stack
- Microsoft Office
- Multiple online EMR systems
Team & Environment
You will work with leadership, the sales team, and the insurance verification team.
Work Mode
This is a fully remote position.
AdaptHealth LLC is an equal opportunity employer.




