Intake Coordinator

Palmetto Infusion; Birmingham, Northern (AL, KY); Hybrid; USD 38,000 - 46,000; Full time

Benefits offered by this job

Dental Insurance

Vision Insurance

401K Retirement Plan

Paid Time Off

Employee Discounts

Job summary

Palmetto Infusion is seeking an Intake Coordinator to join a multidisciplinary intake team, handling new referrals and verifying insurance coverage for infusion services. The role collaborates with clinicians to promote service excellence and process improvements, supporting timely referrals and accurate authorizations.

The position operates Monday–Friday, 8:00 AM–5:00 PM, with a focus on patient advocacy and high-quality customer service in a healthcare setting.

Qualifications

• High School Diploma or Equivalent.
• One year of healthcare experience or customer service experience.
• Proficient with MS Outlook, Word, Excel.
• Ability to cope with ambiguous, changing environment while under pressure in a calm.
• Must be able to work as a team member and develop productive and cooperative working relationships with all members of Palmetto Infusion.

Responsibilities

• Provides timely acceptance and completion of new referrals.
• Reviews insurance medical policy requirements and FDA guidelines.
• Makes a welcome call to the patient regarding benefits, coverage details, financial responsibilities, etc.
• Obtains all needed information from MD office for insurance authorizations.
• Submits requests for insurance authorization, following up on denials, peer-to-peer reviews, and appeals.
• Answers calls from queue and assists callers in a timely and polite manner.
• Gives high priority to client satisfaction and anticipates customer needs.
• Provides excellent internal and external customer service by ensuring work meets quality standards; sets high goals or standards of performance for self; takes pride in his/her work and completes work on schedule.
• Demonstrates adaptability to an increasingly complex and changing environment; maintaining composure under pressure.
• Takes initiative to present ideas and suggestions for process improvements to the team lead, supervisors, and management.
• Maintains industry knowledge regarding insurance authorization requirements, limitations, and exceptions.
• Performs other duties and projects as assigned.

Skills

High School Diploma

Healthcare experience

Customer service experience

MS Outlook

MS Word

MS Excel

Team player

Adaptability

Education

High School Diploma or Equivalent

Tools

MS Outlook

MS Word

MS Excel

Job description

Palmetto Infusion provides comprehensive ambulatory and home-based infusion services to both acute and chronically ill patients. Our centers care for people by providing patients and their families with a convenient, affordable, and safe place to receive infusion treatments. We strive for more than personal service – always delivering a warm and attentive health care experience that boosts patients’ state-of-mind, improves their health, and quality of life.

At Palmetto Infusion, we believe in creating an experience that goes beyond just a job. It's about being part of something bigger than yourself - a connected group of caretakers who work together to restore health and hope to our patients. We call it The Palmetto Experience, and we believe it's what sets us apart from other employers.

For our employees, The Palmetto Experience means we serve and support people in our purpose to restore health and hope, we build a culture of belonging and collaboration, we deliver on our promise to treat people with respect and empathy, and we strive to embrace change and search for new opportunities.

About the Role:

The Intake Coordinator functions as an integral member of a multidisciplinary intake team which manages the care of new patients. This
position will verify patient’s health benefits and coverage for infusion services. The Intake Coordinator works closely with the Intake team to
process new referrals timely. Ensures accurate and complete verification of insurance benefits. Works closely with clinical staff and Intake
team in providing and promoting customer service, process flow, operational integrity, quality care and process improvement along with
maintaining high service standards.

Schedule: Monday – Friday; 8:00 AM – 5:00 PM.

Minimum Qualifications:

Experience/Education:

• High School Diploma or Equivalent.
• One year of healthcare experience or customer service experience.
• Proficient at partner programs (i.e.: MS Outlook, Word, Excel).
• Ability to cope with ambiguous, changing environment while under pressure in a calm.
• Must be able to work as a team member and develop productive and cooperative working relationships with all members of the Palmetto Infusion.

Essential Functions:

• Provides timely acceptance and completion of new referrals.
• Reviews insurance medical policy requirements and FDA guidelines.
• Makes a welcome call to the patient regarding benefits, coverage details, financial responsibilities, etc.
• Obtains all needed information from MD office for insurance authorizations.
• Submits requests for insurance authorization, following up on denials, peer-to-peer reviews, and appeals.
• Answers calls from queue and assists callers in a timely and polite manner.
• Gives high priority to client satisfaction and anticipates customer needs.
• Provides excellent internal and external customer service by ensuring work meets quality standards; sets high goals or standards of
  performance for self; takes pride in his/her work and completes work on schedule.
• Demonstrates adaptability to an increasingly complex and changing environment; maintaining composure under pressure.
• Takes initiative to present ideas and suggestions for process improvements to the team lead, supervisors, and management.
• Maintains industry knowledge regarding insurance authorization requirements, limitations, and exceptions.
• Performs other duties and projects as assigned.

About the Benefits:

• Competitive Compensation
• Dental and Vision Insurance
• Company Life Insurance
• Voluntary Life and Disability Insurance
• Additional Voluntary Supplemental Plans
• Flexible Spending Account (Medical and Dependent Care)
• Health Savings Account
• 401K Retirement Plan
• Employee Assistance Program (EAP)
• Employee Discounts
• Ramsey SmartDollar Program
• Referral Program
• Tuition Assistance
• Paid Time Off
• 8 Paid Company Holidays

At Palmetto Infusion, we believe that patient advocacy is at the heart of everything we do, regardless of our roles within the organization. Each member of our team is dedicated to putting the needs and well‑being of our patients first. Whether we’re working directly with patients or supporting them behind the scenes, our commitment to being a compassionate advocate is paramount. We understand that every interaction, every decision, and every effort contribute to the quality of care our patients receive.

Together, we strive to ensure that every individual feels heard, supported, and empowered throughout their healthcare journey. This dedication to patient-centered care is what creates "The Palmetto Experience" — a standard of excellence that defines us and enriches the lives of those we serve.

Physical Demands:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the primary functions of this job. While performing the duties of this job, the employee may be required to frequently stand, walk, sit, bend, twist, talk, and hear. There may be prolonged periods of sitting, keyboarding, reading, as well as driving or riding in transport vehicles. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include reading, distance, computer, and color vision. Talking and hearing are essential to communicate with patients, vendors, and staff.

OTHER

All employees must uphold the confidentiality of protected health information and follow all HIPAA policies. This position has access to sensitive information and a breach of information may be grounds for immediate termination.

We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review theKnow Your Rights notice from the Department of Labor.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.