Intake Coordinator

Job Responsibilities

• Receive, review, and process patient referrals from approved healthcare sources.
• Accurately enter and update patient and referral information in designated systems.
• Verify required documents, insurance eligibility, authorizations, and referral requirements.
• Follow up on missing information and track referrals through admission, enrollment, transfer, or closure.
• Communicate with patients, caregivers, providers, and internal teams regarding referral status and next steps.
• Schedule assessments, onboarding calls, and other required appointments.
• Prepare complete intake documentation and coordinate timely handoffs to appropriate teams.
• Escalate urgent referrals, eligibility issues, documentation gaps, and patient-safety concerns.
• Maintain accurate records while following HIPAA, company policies, and healthcare regulations.
• Support quality and process improvement initiatives.

Job Qualifications

• High school diploma or equivalent.
• At least 1 year of experience in healthcare intake, referrals, scheduling, medical administration, or related roles preferred.
• Knowledge of medical terminology, healthcare documentation, and patient confidentiality.
• Proficient in EHR/CRM systems, Microsoft 365, and other office tools.
• Strong communication, organization, attention to detail, and follow-through.
• Ability to manage multiple referrals and deadlines accurately.

Preferred Skills

• Associate degree or higher in a related field.
• Experience in home health, hospice, primary care, RPM, or healthcare operations.
• Experience with insurance eligibility and authorization.
• Bilingual communication skills.
• Experience with electronic referrals and patient onboarding systems.

Core Competencies

• Attention to detail
• Time management
• Team collaboration
• Accountability
• Service-oriented mindset