Remote Patient Intake & Insurance Support Specialist

Sourcefit; Philippines; On-site; PHP 240,000 - 360,000; Full time

Job summary

Sourcefit is seeking a Patient Intake and Customer Service Specialist to guide US patients from initial inquiry through intake and ongoing service. The role involves phone-intensive interactions with patients, caregivers, and family members to collect demographics, insurance details, and shipping information, while explaining documentation and coverage requirements.

Responsibilities include onboarding, insurance verification coordination, and ongoing support for recurring medical supply orders,

Qualifications

• At least 1 year of experience in patient facing healthcare customer service, patient intake, medical office administration, or a similar U.S. healthcare support role.
• Working knowledge of U.S. health insurance terminology, eligibility and benefits, coverage, and prior authorization concepts; Medicare/Medicare Advantage preferred.
• Demonstrated comfort handling frequent phone conversations with patients, caregivers, and family members.
• Strong verbal and written English communication skills with a friendly, patient, empathetic and conversational style.
• Ability to explain insurance, documentation, and process requirements in clear and simple language.
• Excellent attention to detail, organization, follow up, case documentation, and time management.
• Ability to manage multiple active cases in a fast-paced environment while meeting service and quality expectations.
• Experience supporting recurring medical supplies, order coordination, shipping concerns, or payment collection preferred.
• High school diploma or equivalent; associate or bachelor’s degree preferred.
• Professionalism, integrity, discretion, and a strong commitment to delivering an exceptional patient experience.

Responsibilities

• Serve as the primary point of contact for new patient inquiries and intake follow up through phone and email.
• Conduct structured intake to collect patient demographics, contact and shipping details, clinical qualifiers, ordering provider information, insurance information, and other required data.
• Explain the intake process, timelines, documentation requirements, and next steps in clear language.
• Identify intake barriers early and take appropriate follow up action.
• Maintain clear case notes and status updates for real time visibility.
• Collect accurate U.S. insurance information and ensure payer and coverage details are captured correctly.
• Coordinate with verification, authorization, billing, and operations teams to move cases toward order readiness.
• Provide continued support after onboarding for recurring monthly medical supply orders.
• Assist with order status, shipping concerns, insurance questions, documentation requests, and patient payments.
• Communicate respectfully with elderly patients, caregivers, and family members.
• Complete timely follow up to support a smooth intake to fulfillment experience.
• Use approved scripts while maintaining natural, friendly communication.
• Document interactions and ensure privacy and compliance with policies.

Job description

Sourcefit is seeking a Patient Intake and Customer Service Specialist to guide US patients from initial inquiry through intake and ongoing service. The role involves phone-intensive interactions with patients, caregivers, and family members to collect demographics, insurance details, and shipping information, while explaining documentation and coverage requirements.

Responsibilities include onboarding, insurance verification coordination, and ongoing support for recurring medical supply orders,