Remote Intake Operations Associate

ISHE; Dallas, Northern (TX, KY); Hybrid; USD 22,000 - 40,000; Full time

Benefits offered by this job

Comprehensive benefits package

Incentive & recognition programs

Equity and 401(k) options

Job summary

UnitedHealth Group is seeking an Intake Operations Support Specialist to provide administrative support for the Patient Access/Intake team. The role ensures referrals are received, organized, documented, and routed efficiently throughout the intake process.

Responsibilities include data entry, document management, queue maintenance, and coordinating with Intake Specialists and leadership to maintain orderly workflows. Full-time hours, with potential overtime and training periods.

Qualifications

• 1+ years of administrative support, customer service, call center, medical office, healthcare operations, or related experience
• Experience with data entry and maintaining accurate electronic records
• Ability to work full-time, Monday - Friday with flexibility to cover 8:00 am - 4:30 pm CST and occasional overtime

Responsibilities

• Receive incoming patient referrals and enter referral information accurately into applicable systems
• Create new patient records and enter demographic, insurance, provider, and referral information
• Review incoming referrals for basic completeness and route referrals to the appropriate Intake Specialist or team
• Receive, upload, index, and organize documents within the patient's electronic record
• Monitor and maintain incoming fax queues, electronic referral queues, shared inboxes, and other assigned work queues
• Answer incoming telephone calls and appropriately assist, document, transfer, or route calls based on the caller's needs
• Monitor, organize, document, and distribute voicemail messages to the appropriate team member or department
• Contact physician offices, referral sources, or patients to obtain basic missing information or documentation
• Document all outreach attempts, incoming communications, and referral updates accurately within applicable systems
• Assist with tracking outstanding referral documentation and following up on administrative items needed to move referrals forward
• Support Intake Specialists by preparing and organizing referral information and documentation needed for benefit verification, authorization, or financial clearance activities
• Maintain accurate referral statuses and work queues to support timely processing
• Assist with patient and referral source communication regarding routine intake matters and route questions requiring additional review to the appropriate Intake Specialist
• Support departmental workflow by identifying referrals or tasks requiring attention and escalating them according to established processes
• Assist with daily administrative tasks, reporting, spreadsheets, and departmental tracking as assigned
• Maintain patient confidentiality and follow HIPAA, company policies, and applicable regulatory requirements
• Meet established productivity, accuracy, quality, and turnaround-time expectations
• Perform additional administrative and operational duties as assigned

Skills

Organizational skills

Attention to detail

Verbal communication

Written communication

Customer service

Microsoft Office

Education

High School Diploma or equivalent

Tools

WeInfuse

EMR systems

Job description

UnitedHealth Group is seeking an Intake Operations Support Specialist to provide administrative support for the Patient Access/Intake team. The role ensures referrals are received, organized, documented, and routed efficiently throughout the intake process.

Responsibilities include data entry, document management, queue maintenance, and coordinating with Intake Specialists and leadership to maintain orderly workflows. Full-time hours, with potential overtime and training periods.