Intake Specialist

Revitalize Home Healthcare•Orlando, FL

About The Position

The Intake Specialist is responsible for managing the initial intake process for referrals to Revitalize Home Healthcare, ensuring accurate collection of patient referral information, timely communication, and proper routing of clinical matters to appropriate licensed personnel. The Intake Specialist serves as the first point of contact for new referrals and supports compliance with agency policies, licensure, and accreditation standards.

Requirements

High school diploma or equivalent required
Proficiency in data entry accuracy and document verification
Proficiency with electronic health record (EHR) systems and office software
Ability to maintain confidentiality and comply with HIPAA requirements
Ability to verify insurance and navigate eligibility platforms

Nice To Haves

Experience in healthcare intake, scheduling, or administrative support preferred
Knowledge of home health services and referral workflows preferred

Responsibilities

Receive and log referrals from physicians, hospitals, facilities, and community partners
Greet new clients or patients and guide them through intake procedures
Collect and verify referral information (demographics, payer source, service request orders)
Answer questions regarding the intake process or required documentation
Adhere to agency policies regarding privacy, confidentiality, and professional conduct
Ensure required referral documentation is obtained and forwarded to appropriate clinical leadership
Verify benefits eligibility and obtain pre-authorizations if needed
Escalate clinical questions, eligibility determinations, or care-related concerns to licensed personnel
Input data into EMR/EHR or client management systems accurately
Ensure all forms are completed, signed, and filed in accordance with policy
Coordinate intake workflow with Administrator, Director of Nursing, or designated RN as applicable
Maintain organized intake records in accordance with agency policy
Monitor and follow up on incomplete or missing documentation in accordance with agency policy.