About The Position

The Intake Scheduling Specialist processes referrals; explains the program(s) and their benefits to potential enrollees and their families; addresses Medicaid issues of potential enrollees to Entitlement department and timely follows up on their resolution; schedules RNs visits, communicates to referral source about status of referrals; assures accuracy of data entry and demographic updates; provides office assistance to Intake/Outreach department and performs related duties as assigned.

Requirements

  • High School or GED required
  • Two (2) years experience in healthcare setting preferred
  • Experience in working with scheduling system (EHR/EMR platforms and shared inbox tools (Outlook shared mailboxes) required
  • Excellent verbal and written communication skills
  • Strong organizational and time management skills, especially in handling multiple referrals and deadlines simultaneously
  • High attention to detail when reviewing documents, entering data, and managing schedules
  • Accurate data entry and documentation skills with a focus on consistency and quality
  • Fluent English communication skills, both written and verbal
  • Bangla-speaking bilingual candidates to support communication with diverse client populations
  • Professional, clear communication style when interacting with clients, providers, and vendors
  • Strong customer service mindset, with the ability to respond promptly and professionally to inquiries
  • Ability to resolve scheduling issues, identify conflicts, and provide solutions calmly and effectively
  • Strong follow through, ensuring referrals progress without unnecessary delays
  • Analytical thinking to identify missing information, anticipate scheduling conflicts, and escalate when needed
  • Adaptability and resilience in fast paced or high volume environments

Nice To Haves

  • Associates degree preferred

Responsibilities

  • Process incoming referrals by reviewing documentation for accuracy, completeness, and eligibility, and entering required information into internal systems.
  • Assist with obtaining follow up documentation, including outreach to providers, clients, or vendors to secure missing or updated records required to advance referrals.
  • Schedule appointments efficiently, ensuring proper alignment of client needs, provider availability, and program requirements.
  • Manage and maintain the shared intake inbox, triaging all incoming communication, responding to inquiries, and routing messages to the appropriate team members promptly.
  • Coordinate with external vendors to confirm availability, provide updates, and ensure smooth scheduling workflows.
  • Track and monitor referral statuses, following up proactively to prevent delays and maintain accurate documentation.
  • Support continuous workflow improvement by collaborating with the intake team and identifying opportunities for process optimization.
  • Perform any other job related duties as requested.
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