Sales & Intake Onboarding Specialist

Working Nurses Healthcare, llc.; Florida; On-site; USD 26,000 - 30,000; Full time

Job summary

Working Nurses Healthcare, llc. is seeking a Sales Support Intake Coordinator to streamline admissions for home-health patients and support both sales and intake teams.

You will guide patients, families, and referral sources through onboarding, while coordinating referrals, scheduling, and documentation in the EHR system. You will maintain accurate records, collaborate with clinical and scheduling staff, and help ensure timely visits and a smooth patient experience.

Qualifications

• Education: High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Experience: Healthcare setting, intake, scheduling, or home health preferred.
• Strong organizational and time-management skills with attention to detail.
• Excellent written and verbal communication abilities.
• Ability to work independently as well as collaboratively with a team.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook) and EHR/EMR systems.
• Customer-service oriented with a commitment to improving patient experience.
• Ability to handle confidential information and adhere to HIPAA regulations.

Responsibilities

• Process and review incoming patient referrals from the sales team and referral sources to ensure timely entry into the system.
• Work closely with scheduling and clinical teams to ensure that initial visits and services are scheduled promptly.
• Act as a primary point of contact for patients, families, and referral sources, guiding them through the onboarding process.
• Provide administrative support to the sales team, including managing referral documentation, tracking referral statuses, and ensuring all necessary paperwork is complete and compliant.
• Communicate frequently with Sales Team and Marketers to gather and confirm patient information and components of the referral.
• Serve as a liaison between the sales and intake team, providing updates on patient onboarding progress and addressing any issues that may arise.
• Accurately enter patient referral and intake information into the agency’s electronic health record (EHR) system.
• Maintain updated records for each patient, ensuring all documents are uploaded correctly and promptly following industry standards and regulations.
• Regularly audit on-going referrals and patient files for accuracy and completeness, supporting efforts to reduce scheduling errors.
• Work directly with scheduling staff and case managers to coordinate initial visits or resumption of care services.
• Proactively communicate with scheduling to identify any potential gaps and work to ensure that patient services are delivered without delay.
• Support case managers by providing updates and addressing any patient or family inquiries that affect care planning.
• Support the team in achieving high patient satisfaction by ensuring a smooth onboarding process and clear communication and identifying next steps.
• Address patient concerns and provide relevant information, aiming to resolve issues promptly and improve overall satisfaction.
• Prepare regular reports on referral trends, intake statuses, and patient onboarding metrics for the sales and intake management team.
• Participate in team meetings, offering insights to enhance the intake process and identify areas for improvement.
• Assist with special projects, as assigned by the Director of Intake and Sales Support.

Skills

Organizational skills

Communication skills

Independence

Customer service

Microsoft Office

EHR/EMR

HIPAA knowledge

Education

High school diploma

Associate or bachelor’s degree preferred

Tools

Microsoft Office Suite

EHR/EMR systems

Job description

Working Nurses Healthcare, llc. is seeking a Sales Support Intake Coordinator to streamline admissions for home-health patients and support both sales and intake teams.

You will guide patients, families, and referral sources through onboarding, while coordinating referrals, scheduling, and documentation in the EHR system. You will maintain accurate records, collaborate with clinical and scheduling staff, and help ensure timely visits and a smooth patient experience.