Intake Specialist / Medical Receptionist

Alcanza Clinical Research; Boston (MA); On-site; USD 40,000 - 55,000; Full time

Job summary

Alcanza Clinical Research is seeking an Intake Specialist / Medical Receptionist to be the first point of contact for volunteers. This role involves managing communications, ensuring a positive experience, and supporting clinic staff. Responsibilities include greeting visitors, handling inquiries, and maintaining accurate documentation. The ideal candidate should possess strong customer service skills and an associate’s degree.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401k with match

Qualifications

• At least 3 years of customer service, administration, or sales experience.
• Bilingual in English and Spanish is a plus.

Responsibilities

• Greet volunteers and manage communication.
• Document visits in CTMS and coordinate transportation.
• Prepare reports and assist with study startup materials.

Skills

Customer Service

Communication

Organizational Skills

Education

Associate’s Degree

Job description

Intake Specialist / Medical Receptionist

Join to apply for the Intake Specialist / Medical Receptionist role at Alcanza Clinical Research

Position Overview

The Intake Specialist is the first point of contact at our site, playing a crucial role in delivering excellent customer service. This role involves welcoming volunteers, managing communication, and coordinating with clinic staff to ensure a positive experience from the initial call to the final visit.

Key Responsibilities

• Greet volunteers and visitors, verify identification, and upload documents into CTMS.
• Provide and explain necessary documents to volunteers.
• Answer inquiries via phone and email, and manage appointment reminders and rescheduling.
• Notify staff of volunteer arrivals and ensure smooth check-in processes.
• Accurately document visits in CTMS, including demographic data and payments.
• Coordinate transportation and maintain trackers for no-shows and screening volunteers.
• Prepare reports, manage mail and supplies, and assist with study startup materials.
• Support special projects and perform other duties as assigned.

Qualifications

• Associate’s degree and at least 3 years of customer service, administration, or sales experience, or equivalent.
• Excellent customer service skills and proficiency with computer applications.
• Strong organizational, communication, and interpersonal skills.
• Ability to handle sensitive information confidentially and in accordance with HIPAA.
• Bilingual in English and Spanish is a plus.

Benefits

• Full-time employees working at least 30 hours/week are eligible for benefits starting the following month.
• Medical, dental, vision, life insurance, disability, HSA, supplemental insurances, and 401k with match.