Remote Intake Specialist - Healthcare Onboarding & Benefits

Valid8 Financial, Inc.; United States; Remote; USD 40,000 - 60,000; Full time

Job summary

Coral Connect, LLC is seeking an Intake Specialist to manage referrals for specialty pharmacy and ambulatory infusion center services. You will ensure accurate patient information, coordinate benefits, and initiate services, serving as a liaison between providers, patients, payers, and internal teams to support a smooth onboarding process.

The role emphasizes referral intake, benefits investigation support, prior authorization assistance, and enrollment in assistance programs, with remote work

Qualifications

• High school diploma or equivalent required.
• 1-3 years of experience in healthcare intake, medical office, specialty pharmacy, or infusion services.
• Experience with prior authorizations, benefits investigation, or revenue cycle processes preferred.
• Strong attention to detail and accuracy in data entry.
• Knowledge of insurance plans, including commercial, Medicare, and Medicaid.
• Ability to manage high-volume workload and meet turnaround time expectations.
• Excellent communication and customer service skills.
• Proficiency in EMR systems and pharmacy/infusion platforms (e.g., WeInfuse, CareTend, Brightree, or similar) preferred.

Responsibilities

• Manage incoming referrals via fax, electronic portals, and provider communications.
• Enter patient demographics, insurance information, and referral details into the system.
• Verify completeness of referral documentation, including clinical notes, orders, and supporting documentation.
• Initiate benefits investigation for pharmacy and infusion services.
• Identify payer requirements, coverage limitations, and prior authorization needs.
• Communicate findings to internal teams and elevate as needed.
• Support prior authorization submission by ensuring accurate intake documentation and gathering required clinical documentation.
• Coordinate with financial counseling teams to provide patient cost estimates and discuss assistance options.
• Identify patients eligible for manufacturer or copay assistance programs and initiate enrollment where applicable.
• Route referrals to appropriate teams and track status to ensure timely progression.
• Maintain documentation and audit trails in compliance with standards.

Skills

Attention to detail

Excellent communication

Data entry accuracy

Customer service

Time management

Education

Bachelor's degree or relevant experience

Tools

WeInfuse

CareTend

Brightree

Job description

Coral Connect, LLC is seeking an Intake Specialist to manage referrals for specialty pharmacy and ambulatory infusion center services. You will ensure accurate patient information, coordinate benefits, and initiate services, serving as a liaison between providers, patients, payers, and internal teams to support a smooth onboarding process.

The role emphasizes referral intake, benefits investigation support, prior authorization assistance, and enrollment in assistance programs, with remote work