Intake Account Representative

VieMed Healthcare•Lafayette, LA
•Onsite

About The Position

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.

Requirements

  • High school diploma or equivalent.
  • Basic understanding of medical insurance benefits.
  • Ability to establish and maintain effective working relationships with employees, patients, organizations, and the public.
  • Ability to communicate effectively with physicians, patients, insurers, colleagues, and staff.
  • Ability to read and understand medical documentation effectively.
  • Knowledge and understanding of same and similar DME equipment.
  • Knowledge and understanding of in-network versus out-of-network coverage, PPO, and HMO plans.
  • Thorough understanding of medical insurance company regulations and requirements, including Medicare and Medicaid.
  • Working knowledge of CPT, HCPCS, and ICD-10 codes; HCFA 1500 and UB04 claim forms; HIPAA; billing and insurance regulations; medical terminology; and insurance benefits.
  • Ability to learn and maintain knowledge of the current patient database and billing system.
  • Up-to-date knowledge of health information technologies and applications.
  • Ability to answer telephones politely and professionally and communicate information to appropriate personnel and management in a timely manner.
  • Proficiency in Microsoft Office, including Outlook, Word, and Excel.
  • Initiative, self-motivation, and ability to maintain a steady level of productivity.
  • Availability to work Monday through Friday on an agreed-upon shift; possible weekend work, overtime, and on-call rotation.

Nice To Haves

  • One to two years of experience working for a Durable Medical Equipment company or relevant medical office experience is preferred.

Responsibilities

  • Retrieve incoming referrals from portals.
  • Review referral medical records to determine whether medical necessity has been met.
  • Communicate referral acceptance or missing information to the sales team and/or referral sources.
  • Interact professionally with physicians, patients, patients’ families, and co-workers.
  • Schedule setups requested by physicians or physician-office staff in accordance with policy and procedure.
  • Document referral status in the computer system.
  • Assist with completing all open referrals.
  • Check network status.
  • Send weekly updates to the sales team regarding missing referrals.
  • Report concerns or issues directly to the Intake Manager or Intake Supervisor.
  • Handle PHI for document and report preparation and follow applicable privacy policies and procedures.
  • Perform other responsibilities and projects as assigned.
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