Clinical Intake Specialist, NA I

Physicians East • Greenville, NC

3d

About The Position

The Clinical Intake Specialist, NA I, plays a critical role in the healthcare delivery process by serving as the first point of contact for patients seeking clinical services. This position is responsible for efficiently gathering and verifying patient information, assessing initial clinical needs, and facilitating smooth communication between patients and clinical teams. The specialist ensures that all intake procedures comply with regulatory standards and organizational policies, thereby supporting accurate and timely patient care coordination. By managing patient records and scheduling appointments, the role contributes to optimizing clinical workflow and enhancing patient experience. Ultimately, the Clinical Intake Specialist helps to create a welcoming and organized environment that supports effective clinical operations and positive health outcomes.

Requirements

• High school diploma or equivalent required; Associate’s degree in healthcare administration or related field preferred.
• Previous experience in a clinical intake, medical office, or healthcare customer service role.
• Familiarity with electronic health record (EHR) systems and basic computer proficiency.
• Strong communication skills, both verbal and written, with the ability to interact professionally with diverse patient populations.
• Knowledge of healthcare privacy regulations such as HIPAA.

Nice To Haves

• Certification as a Medical Administrative Assistant (CMAA) or similar credential.
• Experience working in behavioral health or specialty clinical settings.
• Proficiency with specific EHR platforms such as Epic, Cerner, or Meditech.
• Bilingual abilities, particularly in Spanish or other commonly spoken languages in the United States.
• Training or coursework in medical terminology and healthcare insurance processes.

Responsibilities

• Conduct comprehensive patient intake interviews to collect demographic, medical, and insurance information accurately.
• Verify patient eligibility and benefits with insurance providers to ensure coverage for requested services.
• Schedule and coordinate patient appointments with appropriate clinical staff based on urgency and availability.
• Maintain and update electronic health records (EHR) with precise and confidential patient data.
• Communicate effectively with patients, families, and clinical teams to clarify information and resolve any intake-related issues.
• Ensure compliance with HIPAA and other relevant healthcare regulations during all intake processes.
• Assist in managing referral processes and follow-up communications to support continuity of care.
• Identify and escalate any potential barriers to patient access or care to appropriate clinical or administrative personnel.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees