Remote Patient Intake Specialist

Thehelloteam; United States; Remote; USD 40,000 - 60,000; Full time

Job summary

A leading healthcare provider seeks a Remote Patient Intake Specialist dedicated to creating a positive first impression and ensuring a smooth patient onboarding experience. This role involves data entry, insurance verification, and patient communication, requiring strong organizational skills and attention to detail. Ideal candidates should have healthcare experience and be proficient in electronic medical records, working independently in a remote setting.

Benefits

Great work environment with potential for growth

40 hours weekly full-time position

Qualifications

• Bilingual (English/Spanish) a plus.
• 1+ years of experience in a medical office or similar healthcare setting.
• Strong customer service and communication skills.

Responsibilities

• Gather and accurately enter patient details and medical history.
• Confirm insurance eligibility and communicate with insurance companies.
• Maintain and update medical records accurately.

Skills

Excellent phone etiquette and interpersonal skills

Strong organizational and data entry skills

Familiarity with HIPAA and patient confidentiality standards

Problem-solving and critical thinking abilities

Ability to remain calm and professional under pressure

Education

High school diploma or equivalent

Associates degree in healthcare administration or related field preferred

Tools

Proficiency in electronic medical records (EMR) systems

Job description

About the job Remote Patient Intake Specialist

Job Summary:
We are seeking a highly organized and compassionate Remote Patient Intake Specialist to join our healthcare team; this role is essential for establishing a positive first impression, collecting essential information, verifying eligibility, ensuring a smooth onboarding process, and supporting seamless care coordination in healthcare settings such as hospitals, clinics, and doctors offices by gathering accurate patient information before they receive medical care.

Key Responsibilities:

• Collect and Input Patient Information: Gather and accurately enter personal details, demographics, medical history, insurance information, and other necessary forms into the system prior to appointments.
• Verify Insurance Coverage: Confirm patients insurance eligibility, benefits, and authorizations, including direct communication with insurance companies to verify and clarify coverage.
• Schedule Appointments: Assist with scheduling initial and follow-up appointments, ensuring timely access to appropriate healthcare providers and services.
• Explain Procedures and Prepare Patients: Provide patients with clear instructions on what to expect during their visit, including preparation for exams, tests, and the use of any required equipment.
• Maintain and Update Medical Records: Ensure all patient files are accurate, current, and properly maintained for use by the medical team.
• Process Referrals: Receive and manage new patient referrals via phone, email, or fax, and track the status of each referral to ensure timely follow-up.
• Handle Communications:Professionally and empathetically respond to a high volume of incoming calls and patient inquiries related to procedures, appointments, insurance, and general care processes.
• Ensure Documentation Accuracy: Confirm all required forms are completed, signed, and stored appropriately in compliance with internal standards and HIPAA regulations.
• Coordinate Across Departments:Collaborate with internal teams such as nursing, billing, and care coordination, as well as external providers and insurance companies, to support efficient care delivery.
• Maintain Confidentiality and Compliance: Uphold patient privacy and adhere to HIPAA and other regulatory standards in all interactions and data handling.
• Perform Additional Administrative Tasks: Support other intake-related duties as needed to facilitate a smooth and efficient patient onboarding experience.

Qualifications & Requirements:

• Advanced level of English (written and spoken).
• Bilingual (English/Spanish) a plus.
• High school diploma or equivalent; Associates degree in healthcare administration or related field preferred.
• 1+ years of experience in a medical office, home healthcare, or similar healthcare setting.
• Strong customer service and communication skills.
• Proficiency in electronic medical records (EMR) systems.
• Knowledge of insurance verification processes (Medicare, Medicaid, private insurance).
• Ability to multitask in a fast-paced environment with attention to detail.
• Ability to work independently with minimal supervision.
• Must have a Windows computer (Windows 10 or newer) that is less than 4 years old.
• Two monitors and a high-speed fiber network or Starlink internet.

Skills:

• Excellent phone etiquette and interpersonal skills
• Strong organizational and data entry skills
• Familiarity with HIPAA and patient confidentiality standards
• Problem-solving and critical thinking abilities
• Ability to remain calm and professional under pressure
• Compensation in USD.
• Full-time position with 40 hours weekly.
• Great work environment with potential for growth.