Remote Patient Intake Coordinator

Optum; United States; Remote; USD 22,000 - 40,000; Full time

Job summary

Optum—a global health services company—offers a National Remote Intake Operations Support Specialist role designed to support the Patient Access/Intake team from anywhere in the U.S. The position focuses on referrals, document management, and timely workflow across the intake process.

The role emphasizes accurate data entry, organizing patient records, and coordinating with Intake Specialists to move referrals forward.

Qualifications

• High School Diploma or GED or equivalent work experience.
• Must be 18 years of age or older.
• 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.

Responsibilities

• Receive incoming patient referrals and enter referral information 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 as directed.
• 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.
• 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 and written communication

Customer service

Microsoft Office

Education

High School Diploma

Tools

Microsoft Office

Job description

Optum—a global health services company—offers a National Remote Intake Operations Support Specialist role designed to support the Patient Access/Intake team from anywhere in the U.S. The position focuses on referrals, document management, and timely workflow across the intake process.

The role emphasizes accurate data entry, organizing patient records, and coordinating with Intake Specialists to move referrals forward.