Intake Specialist

Jobtailor; Elmhurst (IL); On-site; USD 38,000 - 48,000; Full time

Job summary

Jobtailor in Elmhurst, IL is seeking an Intake/Eligibility Coordinator to review medical records, communicate with patients about financial responsibilities, and ensure payer guidelines are met before service delivery. You will work with referral sources, clinicians, and internal teams to gather complete documentation, navigate EMR systems, and support timely care while maintaining accuracy.

Additionally, you will assist with on-call coverage, coordinate with sales and support teams, and help

Qualifications

• One year of relatable work experience required.
• Diploma or degree in healthcare administration or related field preferred.
• Experience in healthcare, billing, claims, or customer service is a plus but not required.

Responsibilities

• Review medical records and payer guidelines to determine eligibility and compliance.
• Communicate with patients about financial responsibility and collect payments when applicable.
• Coordinate with referral sources, physicians, and clinical teams for complete documentation.
• Enter referrals within established timeframes and maintain productivity/quality.
• Navigate multiple EMR and online systems to obtain and manage documentation.
• Support team operations and follow company policies.

Skills

Communication skills

Attention to detail

Problem solving

Multi-tasking

Independent working

Analytical thinking

Education

High School Diploma

Associate’s degree in Healthcare Administration

Associate’s degree in Business Administration

Equivalent work experience

Tools

EMR systems

Microsoft Office

Healthcare systems

Job description

Responsibilities

• Review medical records, clinical documentation, and payer guidelines to determine patient eligibility, qualification status, and compliance prior to service delivery.
• Communicate with patients regarding financial responsibility, collect payments when applicable, and document interactions accurately.
• Contact patients when documentation does not meet payer requirements, providing updates and alternative options to support timely care.
• Work with referral sources, physicians, and clinical teams to obtain complete and compliant documentation.
• Demonstrate expert knowledge of payer requirements to ensure services are provided appropriately and in compliance.
• Maintain accurate, timely documentation of patient information and communications using electronic systems.
• Accurately enter referrals within established timeframes while meeting productivity and quality standards.
• Coordinate with leadership to ensure appropriate inventory and services are selected and scheduled.
• Work closely with sales, insurance verification, and internal support teams to facilitate the referral and intake process.
• Navigate multiple EMR and online systems to obtain and manage documentation.
• Ensure appropriate shipping and delivery methods are selected in accordance with company procedures.
• Answer incoming calls promptly and provide professional assistance to patients and referral sources.
• Participate in on-call rotation during non-business hours in accordance with company policy.
• Support team operations and quality standards by following company policies and procedures.
• Performs other related duties as assigned.

Requirements

• One (1) year of relatable work experience required
• High School Diploma, Associate’s degree in relatable field, Healthcare Administration, Business Administration or equivalent work experience required
• Experience in management, administrative, clerical, insurance, billing, claims, call center, or customer service preferred but not required
• Experience within a healthcare organization, pharmacy, HME, medical supply, or Medicare-certified environment is a plus but not required
• Excellent verbal and written communication skills including analytical, problem-solving and decision-making abilities with attention to detail
• Ability to multi-task in a fast paced environment
• Proficient computer skills – Microsoft Office and healthcare systems are a plus
• Comfort learning new technologies and navigating multiple systems
• Ability to work independently while following established procedures and directives

Core Competencies

Demonstrates expertise in reviewing medical records and clinical documentation to ensure patient eligibility and compliance, while effectively communicating with patients and coordinating with healthcare teams. Proficient in managing documentation and navigating electronic systems to support timely service delivery.

Tools & Technologies

• Electronic Medical Records (EMR)
• Microsoft Office
• Healthcare Systems