Intake Specialist

Socket.dev; Corinth (MS); On-site; USD 30,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision insurance

Short & Long-term disability

Life insurance

Generous PTO

Paid holidays

401K

401K match

Competitive pay

Job summary

Quipt Home Medical is seeking an Intake Specialist to serve as the primary contact for referrals, patients, and caregivers. The role emphasizes clear communication, accurate processing of physician orders, and compassionate customer service.

Responsibilities include insurance verification, order entry, and coordination of deliveries. A fast-paced environment requires prioritization, attention to detail, and professional interaction with customers and healthcare providers.

Qualifications

• High School Diploma or equivalent.
• Previous clerical or customer service experience is preferred.
• Knowledge of Microsoft Office (Word, Excel) and basic office software is required.
• Neat personal appearance with professional interpersonal skills and strong communication abilities.

Responsibilities

• Interact with referrals, patients, and caregivers to provide equipment and services.
• Verify insurance information and obtain prior authorizations when needed.
• Input orders and update patient charts in the system.
• Schedule deliveries and coordinate with clinical staff and customers.
• Handle inquiries and resolve complaints with empathy and accuracy.
• Maintain patient files and ensure timely documentation and filing.

Skills

Strong communication

Microsoft Office

Office skills

Customer service experience

Education

High School Diploma

Tools

Microsoft Office (Word, Excel)

Job description

Quipt Home Medical is a rapidly growing leader in the provision of clinical respiratory equipment and service in the durable medical equipment industry. We are looking for driven individuals to come grow with us.

As an Intake Specialist, you represent our company to referrals and patients. Our Intake Specialists are a direct point of contact for any patient, care giver, referral source, or commercial account that contacts us either in person, over the telephone or via the internet, to provide equipment and/or services. Strong and effective written and verbal communication skills are a necessity to succeed in this role. All Intake Specialists are able to interact with patients, to provide information in response to inquiries about products or services and to handle and resolve any complaints effectively and with empathy. Intake Specialists receive, qualify, and process, according to procedure, all physician orders in a timely, efficient, accurate, and courteous manner. An Intake Specialist is often involved in investigating and responding to customer inquiries regarding shipments, products, deliveries, and complaints. The needs of each day vary, and our Intake Specialists must be able to constantly assess the needs of the day and shift priorities as necessary in a fast-paced environment.

Benefits

• Medical Insurance- multiple plans to choose from
• Dental & Vision Insurance
• Short Term Disability & Long-Term Disability Options
• Life Insurance
• Generous PTO plan
• Paid Holidays
• 401K
• 401K match
• Competitive Pay

Essential Responsibilities:

Have a comprehensive understanding of the following:

• All products we carry
• Companywide Policies, Procedures, Standards, Specifications, Guidelines and Training Programs
• Basic Software Functions
• Proper Intake Procedures
• Insurance Verification and Eligibility
• CMN Requirements and Prior Authorizations
• Documentation Requirements of the Equipment
• Patient's Financial Responsibilities (Deductible, Co-Insurance, Co-Pay, ABN/Upgrade)
• Knowledge of Verbal, Written and WOPD orders
• Complaint Resolution Procedures
• Qualify orders by identifying the customer’s diagnosis and insurance coverage and ensure verification of the necessary insurance reimbursement information to process the third-party billing when appropriate. Informs customers of financial responsibility.
• Communicates documentation needs to referral sources in a timely and accurate manner.
• Inputs customers’ orders or changes into the computer system timely. Processes work order and necessary paperwork as well as prescriptions for physicians.
• Arranges for convenient customer delivery/pickup time with patient and/or caregivers. Conveys orders to Clinical Specialists and/or delivery personnel.
• Handles customer complaints courteously using appropriate techniques, problem solving skills and follow-up logs.
• Audits, confirms, and files all deliveries, pick-up or exchange paperwork daily. Reviews various edited reports to assure accuracy.
• Tracks active rentals, automatic reorders, and concentrator maintenance, processing in a timely as per policy and procedure.
• Obtains appropriate prior authorization number and time frame from appropriate third-party payer. Logs information into database.
• Obtains verbal and written orders from physicians, discharge planners and other healthcare professionals as needed and logs these documents into the software timely.
• Ensure that all assigned procedures, including but not limited to, billing, posting, insurance, denials, inquiries, orders, and paperwork are processed in an accurate and timely manner.
• Ensures all patient files and information are always maintained and current.
• Participates in company training programs.
• Demonstrates excellent oral and written communication skills with referrals, handling complaints and qualifying orders.
• Timely filing of all necessary paperwork into patient charts.
• Assist in working various computer reports for quality assurance.
• Instruct the customer or caregiver on the proper and safe use of all equipment delivered in the store and provide each customer with the appropriate PIC sheet or other instructional material. Obtain required signatures and provide customers with a copy of the signed Delivery and Customer Information Checklists.
• Strict adherence to all company policies and procedures.
• Performs scheduled hours, staggered shifts in accordance to the needs of the company.
• Perform all above duties in other company locations when required.
• May perform other duties not specifically listed in this position description as assigned by supervisor.
• Continually strive to develop your knowledge and skills in all areas of your job.

Requirements

Position Qualifications

• High School Diploma or equivalent
• Previous experience in a Clerical or Customer Service environment
• Knowledge of Microsoft Office (Word, Excel) etc.
• Proficient general office skills (typing, computer, fax, filing, multiple phone line)
• Neat personal appearance with pleasing manner and interpersonal skills
• Strong communication skills with capacity to make independent decisions.
• Medicare/Medicaid and insurance billing, bookkeeping or medical office experience preferred