Pearl Talent is looking for a Patient Intake Specialist to own the critical front-end execution of healthcare intake workflows. In this process-driven role, you will ensure patient records, documentation, and provider details are accurate, complete, and compliant before moving downstream, combining high-volume data management with proactive coordination.

What You'll Do

Perform high-volume data entry and management of patient records and healthcare datasets.
Ensure completeness, accuracy, and consistency across intake systems.
Review incoming forms and documentation for errors or missing information.
Create clean, accurate base records prior to downstream processing.
Conduct detailed QA checks against provider-specific requirements.
Verify patient demographics, insurance details, and medical histories.
Maintain EHR and database hygiene through cleanup and deduplication.
Monitor workflows to proactively identify discrepancies or risks.
Identify all providers and facilities involved in patient care.
Research billing providers, networks, and healthcare entities.
Verify provider credentials, participation, and submission requirements.
Document and maintain accurate provider records in internal systems.
Navigate provider portals and healthcare databases efficiently.
Coordinate directly with providers to resolve missing or unclear information.
Track non-standard provider requirements and escalate when needed.
Process patient intake requests and Release of Information (ROI) forms.
Build complete, submission-ready documentation packets.
Assign requests based on workload, priority, and specialization.
Ensure clean handoffs to downstream teams with complete context.
Track intake requests through defined stages and SLAs.
Manage scheduling data and maintain updated patient/provider records.
Handle volume spikes and priority shifts with accuracy and urgency.
Maintain strict HIPAA compliance in all workflows.
Follow SOPs for data handling, documentation, and communication.
Identify compliance risks and escalate appropriately.
Maintain audit-ready documentation and intake records.
Conduct final compliance checks before submission.
Stay current on healthcare regulations impacting intake operations.
Communicate intake status clearly with patients, providers, and internal teams.
Resolve conflicting or missing information through coordinated follow-ups.
Handle patient inquiries professionally and compassionately.
Flag edge cases, blockers, or non-standard scenarios early.
Maintain clear documentation of issues and resolutions.
Provide regular updates to ensure stakeholder alignment.