Patient Intake & Service Coordinator

Synergy; Nevada (IA); On-site; USD 39,000 - 55,000; Full time

Job summary

Synergy is seeking an Intake Specialist to ensure a seamless experience for referral sources and patients from initial contact through documentation. You will collect and verify patient data, assess needs, and direct inquiries to the right departments, maintaining thorough records while upholding confidentiality and compliance.

The role requires strong communication skills, experience in customer service or billing, and proficiency with data entry and management systems.

Qualifications

• High school diploma or equivalent is required.
• Experience in customer service, billing or intake roles is preferred.
• Strong verbal and written communication skills are essential.
• Advanced computer proficiency including data entry and CRM systems.

Responsibilities

• Serve as the first point of contact for referrals and patients via phone, email, text, or in person.
• Collect, verify, and enter patient information accurately 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.

Skills

Customer service

Data entry

Communication

Confidentiality

Healthcare experience

Bilingual abilities

Education

High school diploma or equivalent

Tools

ERM software

Job description

Synergy is seeking an Intake Specialist to ensure a seamless experience for referral sources and patients from initial contact through documentation. You will collect and verify patient data, assess needs, and direct inquiries to the right departments, maintaining thorough records while upholding confidentiality and compliance.

The role requires strong communication skills, experience in customer service or billing, and proficiency with data entry and management systems.