Intake Specialist

Ethos Therapy Solutions; Center Square (PA); On-site; USD 31,000 - 33,000; Full time

Job summary

Ethos Therapy Solutions is seeking an Intake Specialist in Blue Bell, PA to review records, verify insurance, and process orders in Brightree. You will maintain accurate notes and coordinate with Therapy Consultants, patients, and referral sources to ensure timely deliveries.

The role emphasizes HIPAA compliance, precise data entry, and strong customer service in a healthcare setting, with daily interaction across teams.

Qualifications

• Knowledge of medical terminology used for medical billing.
• Ability to maintain patient confidentiality and follow HIPAA requirements.
• Experience in customer service or healthcare office settings is preferred.

Responsibilities

• Begin Intake processing by reviewing records and entering information into Brightree.
• Verify insurance and enter product orders into billing system (Brightree).
• Obtain data from referral sources as needed.
• Maintain timely notes in Brightree for each order and communicate order status to stakeholders.
• Create Practitioner Notes for pending orders and generate delivery tickets for technicians.
• Upload documents to Brightree and close orders after delivery confirmation.
• Follow clinical and compliance guidelines to maximize reimbursement and minimize denials.
• Identify new contract opportunities with payer partners.
• Provide excellent customer service to all callers and assist with special projects.

Skills

Medical terminology

Basic math

HIPAA compliance

Verbal & written communication

Organization & prioritization

Attention to detail

Self-motivation

Learning new software

Education

High School/GED

Tools

Outlook

Microsoft Word

Excel

Job description

Intake Specialist# Intake SpecialistPA - Blue Bell - Blue Bell, PA 19422## OverviewSalary Range$22.50 - $24.00 HourlyLevelExperiencedPosition TypeFull TimeJob ShiftDayEducation LevelHigh School/GEDTravel PercentageNoneCategoryInsurance## DescriptionClient Navigators review, organize, and manage the process for new product placement for durable medical equipment in the home environment. Client Navigators work with and supports sales to ensure compliance and timely product deliveries as well as engaging with patients, caregivers, referral sources and payers daily.Duties:* Begins Intake processing by reviewing records and documentation from the referral and ensures all information is entered into Brightree correctly.* Performs insurance verification and enters product order into billing system (Brightree).* Obtains additional data from the field or referral source as needed.* Manages and maintains proper and timely notes in Brightree for each order.* Communicates order status with Therapy Consultant, Referral Source and patient as needed.* Creates Practitioner Note for each pending order.* Generates delivery tickets to technicians. Uploads all documents to Brightree and closes out the patients order upon delivery confirmation.* Follows clinical and compliance guidelines to maximize reimbursement and minimize potential loss or denials.* Identifies new potential contract opportunities with payer partners* Provides excellent customer service to all incoming callers.* Works on additional projects as given them by their supervisor/Team Lead.## QualificationsSkills & Talents:* Knowledgeable of medical terminology used for medical billing.* Can perform basic math calculations.* Ability to maintain patient confidentiality and follow HIPAA requirements, Medicare, Ethos and compliance standards, policies and procedures.* Able to communicate verbally and in written correspondence in clear, concise, complete and respectful manner. Uses proper grammar and punctuation and is free of spelling errors and slang.* Able to organize work and set priorities to meet deadlines.* Works cooperatively with others.* Develops positive and supportive relationships with Therapy Consultants and Field Service personnel.* Ability to work with minimal supervision and with extensive detail.* Capable of learning new computer software packages.Experience & Education:* Self-Starter* Extremely organized and detail oriented.* Desire to learn new skills.* Work experience in customer service, healthcare/medical office setting for minimum one year.* Experience working with standard computer applications. (i.e., Outlook, Microsoft WORD and EXCEL, etc.).* Working knowledge of health insurance verification and third-party billing business model.Physical Requirements:* Must be able to remain in a stationary position for extended periods of time* Ability to sit or stand for extended periods of time* Constantly operates a computer and other office productivity machinery, such as a copy machine and computer printer* Ability to travel occasionally by car or commercial flight*Ethos Therapy Solutions is an equal opportunity employer and does not discriminate against any employee or applicant for employment based on race, color, religion, national origin, age, gender, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, gender identity, veteran status, or military status. Ethos Therapy Solutions complies with all applicable federal, state and local laws concerning non-discrimination.*