The Intake Account Representative retrieves incoming referrals from portals, reviews medical records to determine whether medical necessity has been met, and communicates with the sales team or referral sources about referral acceptability and missing information. The role schedules equipment setups requested by physicians or their office staff according to policy and procedure, documents referral status in the computer system, assists with completing open referrals, checks network status, and sends weekly updates to the sales team on missing referrals. Concerns and issues are reported to the Intake Manager or Intake Supervisor. Other responsibilities and projects may be assigned. The position involves professional communication with physicians, patients, patients’ families, insurers, colleagues, and other staff. The representative handles Protected Health Information for document and report preparation and must follow policies and procedures to protect PHI under the HIPAA Privacy Rule. Work is performed in an office environment. The work week is Monday through Friday, with an agreed-upon shift; listed shifts are 7 a.m.–4 p.m., 8 a.m.–5 p.m., 9 a.m.–6 p.m., or 10 a.m.–7 p.m. Possible weekend work or overtime may be required, including participation in an on-call rotation.
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Job Type
Full-time
Education Level
High school or GED