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About the Role

The Intake Specialist plays a vital role in supporting patient access to care by coordinating referrals, reviewing clinical documentation, and ensuring services are set up accurately and efficiently. You’ll work closely with patients, providers, referral sources, and internal teams to navigate insurance requirements, confirm eligibility, and move the intake process forward smoothly. This role is ideal for someone who enjoys detail-oriented work, patient communication, and collaborating across teams in a fast-paced healthcare environment.

Responsibilities

Review medical records, clinical documentation, and payer guidelines to determine patient eligibility, qualification, and compliance.
Communicate with patients regarding financial responsibility, collect payments, and accurately document interactions.
Contact patients when documentation does not meet payer requirements, providing updates and alternative options.
Collaborate with referral sources, physicians, and clinical teams to obtain complete and compliant documentation.
Demonstrate expert knowledge of payer requirements to ensure appropriate and compliant service delivery.
Maintain accurate, timely documentation of patient information and communications using electronic systems.
Accurately enter referrals within established timeframes, meeting productivity and quality standards.
Coordinate with leadership to ensure appropriate inventory and services are selected and scheduled.
Collaborate with sales, insurance verification, and internal support teams to facilitate the referral and intake process.
Navigate multiple EMR and online systems to obtain and manage documentation.
Ensure appropriate shipping and delivery methods are selected according to company procedures.
Answer incoming calls promptly and provide professional assistance to patients and referral sources.
Participate in on-call rotation during non-business hours.
Support team operations and quality standards by following company policies and procedures.
Perform other related duties as assigned.

Requirements

One year of relatable work experience.
High School Diploma.
Associate’s degree in a relatable field, Healthcare Administration, or Business Administration, or equivalent work experience.
Company conducted Background Check.
Company conducted Motor Vehicle Record Check (for driving roles).
Valid licensure/certification (for clinical roles, where applicable).

Skills

Excellent verbal communication skills.
Excellent written communication skills.
Analytical abilities.
Problem-solving abilities.
Decision-making abilities.
Attention to detail.
Ability to multi-task in a fast-paced environment.
Proficient computer skills.
Microsoft Office proficiency (preferred).
Healthcare systems proficiency (preferred).
Comfort learning new technologies.
Ability to navigate multiple systems.
Ability to work independently.

Experience Level

One year of relatable work experience.
Experience in management, administrative, clerical, insurance, billing, claims, call center, or customer service (preferred).
Experience within a healthcare organization, pharmacy, HME, medical supply, or Medicare-certified environment (preferred).

Education Level

High School Diploma.
Associate’s degree in a relatable field.
Associate’s degree in Healthcare Administration.
Associate’s degree in Business Administration.
Equivalent work experience.

Salary/Compensations

Compensation based on experience, location, and role level.

Benefits

Comprehensive medical coverage.
Comprehensive dental coverage.
Comprehensive vision coverage.
401(k) with company match.
Paid Time Off Plans.
6 paid holidays.
Employee Stock Purchase Plan.
Paid Parental Bonding Leave.
Short-term Disability Insurance.
Long-term Disability Insurance.
Life Insurance.
AD&D Insurance.
Flexible Spending Accounts (FSA).
Health Savings Accounts (HSA).
CVS Minute Clinic access.
Teledoc access.
Spousal Advantage Reimbursement Plan.
Identity Theft Protection.
Legal Plan.

About the Company

AdaptHealth offers full-service home medical equipment and related services, empowering patients to live their best lives at home.
With nationwide locations, AdaptHealth connects patients, providers, and high-quality, compassionate care within the healthcare ecosystem.
Commitment to employee support, development, and advancement opportunities.
Competitive compensation and incentives.
Comprehensive total rewards and benefits.
Industry-leading care and innovation.
Responsible environmental stewardship.

Equal Opportunity

AdaptHealth is an equal opportunity employer, prohibiting unlawful discrimination based on race, color, religion, creed, sex, national origin, age, disability, marital status, veteran status, sexual orientation, gender identity, genetic information, or any other protected status.
This policy applies to all employment terms, including recruitment, hiring, compensation, promotion, discipline, and termination.