WFH Patient Intake Coordinator

Job Overview:

Our client is seeking a highly organized Patient Intake Coordinator to manage the intake process for new patients from initial referral through their first appointment. This role will be responsible for coordinating incoming referrals, communicating with patients and referral sources, gathering required information and documentation, and ensuring a smooth and efficient transition into care.

Schedule: Monday to Friday, 8:00 AM to 5:00 PM Eastern Time; Full-time, 40 work hours per week

Responsibilities:

• Manage and process incoming patient referrals in a timely and organized manner.
• Contact new patients to introduce the practice, gather information, and coordinate appointments.
• Schedule new patient appointments based on provider availability and patient needs.
• Obtain and accurately document patient demographic and contact information.
• Collect and verify insurance information and other required patient details.
• Request and obtain necessary medical records, referral documents, authorizations, and supporting clinical information.
• Review referrals for completeness and follow up with referral sources, providers, patients, or other parties when information is missing.
• Monitor pending or incomplete referrals and proactively follow up to prevent delays.
• Communicate professionally and compassionately with patients, family members, healthcare providers, and referral sources.
• Ensure all required information is obtained before the patient's initial appointment.
• Maintain accurate, up-to-date patient records and referral-tracking systems.
• Coordinate with clinical and administrative teams to ensure patients are appropriately scheduled and prepared for their first visit.
• Identify and escalate issues that may delay scheduling or patient access.
• Maintain patient confidentiality and comply with HIPAA and applicable healthcare privacy requirements.
• Perform other administrative and coordination duties as needed.

Requirements:

• Previous experience in a New Patient Coordinator, Referral Coordinator, Medical Scheduler, Patient Coordinator, Medical Receptionist, or similar healthcare role.
• Experience working with patient referrals and scheduling is highly preferred.
• Familiarity with insurance verification and patient demographic data collection.
• Comfortable communicating with patients, healthcare providers, and referral sources.
• Ability to work independently while collaborating effectively with a healthcare team.
• Proficiency with computers, email, scheduling systems, and electronic medical records (EMR/EHR) systems.
• Understanding of HIPAA and patient confidentiality requirements.
• Strong verbal and written communication skills.
• Excellent organizational and time-management skills.
• Strong attention to detail and accuracy.
• Ability to manage multiple referrals and follow-ups simultaneously.
• Proactive, dependable, highly organized, and comfortable taking ownership of the new patient process.
• Ability to follow up consistently, identify gaps in referral information, and ensure that no patient falls through the cracks between referral and their initial appointment.

Preferred Qualifications:

• Experience in a medical practice, specialty clinic, rehabilitation facility, therapy practice, or other healthcare setting.
• Experience with referral management and new patient intake.
• Experience verifying insurance benefits and identifying missing information.
• Experience using EMR/EHR, scheduling, referral management, or healthcare CRM systems.

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note:

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

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