Intake & Case Management Specialist

ForHealth Consulting at UMass Chan Medical School; Westborough (MA); On-site; USD 40,000 - 55,000; Part time

Job summary

The ForHealth Consulting at UMass Chan Medical School is seeking an Intake Assistant to support Health Care Finance Solutions (HCFS) under the Unit Manager. The role focuses on ensuring accurate intake processing and regulatory compliance for case handling.

Responsibilities include data entry, document scanning/uploading, information requests, and triaging calls. Strong customer service and attention to detail are essential in this on-site position within a healthcare setting.

Qualifications

• Associate's degree or equivalent experience required.
• At least 3 years of related administrative experience.
• Experienced legal or administrative assistant.
• Proficient with Microsoft Office applications.
• Familiar with web-based fax, indexing, and uploading documents.
• Strong customer service skills and attention to detail.

Responsibilities

• Provide administrative support for the Unit or Program.
• Enter new case information in database by creating and maintaining case files with all relevant documents.
• Generate all necessary requests for information on cases.
• Prepare and copy case files for referral to applicable state agencies and other stakeholders (ie EOHHS, Medicaid, etc.).
• Triage all telephone calls using judgement in responding and/or referring calls to Specialists or other Units.
• Review, sort and distribute all correspondence in a timely manner.
• Assist the Manager in the preparation of statistical and operational reports.
• Responsible for completion of all cases in designated case tracking management work queues and distribution of correspondence to the appropriate parties.
• Validate incoming data ensuring the information received from outside sources meets the required unit standards before being entered into the Case Tracking System.
• Respond to requests for information from all involved parties.
• Oversight of document management systems to include scanning of all documents through a variety of scanning tools (i.e., Right Fax, Adobe, etc.) and uploading to designated cases in the Case Tracking System.
• Assist the Unit Manager with the implementation of Unit projects and initiatives.
• Perform other job-related duties as required.

Skills

Microsoft Office

Customer service

Administrative support

Data entry

Legal terminology

Education

Associate's degree or equivalent experience

Tools

Web-based fax

Document indexing

Document uploading

Job description

The ForHealth Consulting at UMass Chan Medical School is seeking an Intake Assistant to support Health Care Finance Solutions (HCFS) under the Unit Manager. The role focuses on ensuring accurate intake processing and regulatory compliance for case handling.

Responsibilities include data entry, document scanning/uploading, information requests, and triaging calls. Strong customer service and attention to detail are essential in this on-site position within a healthcare setting.