Patient Intake & Care Concierge

Synergy-Respiratory; Glendale (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

Synergy-Respiratory is seeking an Intake Specialist to be the friendly first touch for referral sources and patients, gathering and verifying information, and directing inquiries to the right departments. You will maintain thorough records to support compliance and service excellence.

The role emphasizes strong verbal and written communication, confidentiality, and proficient use of data-entry and CRM systems to ensure a smooth intake process and positive patient experiences.

Qualifications

• High school diploma or equivalent required.
• Experience in customer service, billing or intake roles.
• Strong verbal and written communication skills.
• Proficient with data entry and customer management systems.
• Ability to handle confidential information professionally.

Responsibilities

• Serve as the first point of contact for referral sources and patients via phone, email, text, or in person.
• Collect, verify, and accurately enter patient information into the system.
• Assess patient needs and direct them to appropriate services or personnel.
• Maintain detailed records of interactions and transactions for follow-up and reporting.
• Collaborate with internal teams to resolve patient issues and improve service delivery.
• Provide clear and empathetic communication to address concerns and ensure a positive experience.
• Stay informed about policies, services, and updates to provide accurate information.

Skills

Verbal communication

Written communication

Data entry

Customer management systems

Confidentiality

Multitasking

Education

High school diploma or equivalent

Tools

ERM software

Job description

Synergy-Respiratory is seeking an Intake Specialist to be the friendly first touch for referral sources and patients, gathering and verifying information, and directing inquiries to the right departments. You will maintain thorough records to support compliance and service excellence.

The role emphasizes strong verbal and written communication, confidentiality, and proficient use of data-entry and CRM systems to ensure a smooth intake process and positive patient experiences.