Intake Specialist

Summary Supports the outpatient therapy centers by accepting all referrals for treatment,

verifying insurance benefits, facilitating authorization for treatment, scheduling the initial visit for ` evaluation and performing other related tasks as assigned.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Obtaining all necessary patient and insurance information to facilitate the intake process.
• Clinical documentation as required for insurance approval including entering each authorization and verified benefits into the system in a timely and accurate manner.
• Ensuring that the patients right to privacy is not violated.
• Scheduling patients initial visit within 1working day of approval, for a single discipline.
• Logging all referrals/inquiries on the outpatient daily log.
• Working closely with the clinic manager and clinicians to ensure that patients receive their therapy in a timely manner.
• Proper data entry into EMR on all required fields.
• Assuring all prescriptions are current on new outpatients.
• Maintaining regular contact with and provides documentation to the workers compensation commission, physicians, and insurance companies, as necessary.
• Preparing/ordering departmental supplies and equipment.
• Updating EMR with pertinent outpatient statistical data.
• Actively participating in department meetings.
• Identifying problems and presenting possible solutions to supervisor as they occur.
• Following all customer service policies and initiatives.

Education and/or Experience

High School diploma or general education degree (GED) required.
One to two years training and/or certification in the medical field preferred.
CPR certified preferred. Must have valid drivers license in the State of Texas.

Education and/or Experience

High School diploma or general education degree (GED) required. 
One to two years training and/or certification in the medical field preferred.
CPR certified preferred. Must have valid driver’s license in the State of Texas.