Intake Specialist

Indiana Health Centers, Inc.•Kokomo, IN
•Onsite

About The Position

The Intake Specialist contributes to IHC's mission and goals of client satisfaction, quality of care, cost competitiveness and productivity by ensuring efficient handling of all client income documentation, front-office paperwork, EMRs, and billing. The Intake Specialist works closely with the other front office staff to provide customer service to clients in the lobby and on the phone, and complete billing paperwork and daily reports integral to monitoring the overall effectiveness of the clinic. A certified Intake Specialist acts as a navigator and has advanced knowledge of how to navigate the entire clinic process flow. They apply this knowledge to determine the eligibility for the various Medicaid, Medicare, sliding fee scales and payment plans. Performance will be evaluated based on meeting specific goals, productivity measures, employee satisfaction scores, and other quality indicators for this position such as: IHC strategic objectives; site strategic objectives; functional capabilities; leadership and/or employee capabilities; IHC commitments, quality measures, and productivity measures. Certified Intake Specialist requires expert knowledge of a wide body of income eligibility rules in addition to verification, application, and documentation procedures and requirements. Requires specialized knowledge of various Medicaid and Medicare application processes, medical billing practices, electronic medical records, and IHC's policies and procedures. Intake Specialist requires general knowledge of work common to eligibility, billing, payment, and reception, including knowledge of IHC's guidelines, practices, standard terminology, and methods to support the intake function.

Requirements

  • Graduation from a standard high school, or equivalent.
  • One (1) year of prior experience in an office or health-related position. Related education can substitute for experience.
  • Demonstrate office equipment and computer skills, including data entry
  • Able to use Microsoft Word, Excel, and Outlook, and electronic health records, eCW, etc.

Nice To Haves

  • Two (2) years prior experience in an office, preferably with at least six (6) months experience with IHC or in a community service agency.
  • Indiana Navigator license required for Certified Intake Specialist.
  • Bilingual preferred.

Responsibilities

  • Greets clients and visitors to clinic and assists with check in process.
  • Makes appointments and educates clients regarding documents they will need to provide at the time of service.
  • Answers phones and accurately direct calls.
  • Accurately enters, maintains, and retrieves data on IHC's computer system.
  • Uses and maintains electronic medical record, accurately assembles income documents, and ensures client information is up to date and complete.
  • Assists in timely completion of daily Batches, including migrant worker Batches, ensuring all information is complete and accurate on the superbill and that all supporting documents are attached.
  • Assists in running daily Variance Report.
  • Determines eligibility and signs up eligible clients for Medicaid or Medicare part D, refers eligible clients to WIC programs.
  • Certified - troubleshoots patients billing and payment questions/issues.
  • Certified - drafts payment plans for office/practice manager review and approval.
  • Contacts are primarily routine and structured, typically involving clients, state agencies, professional and non-professional staff and visitors. Contacts are to coordinate work, advise on collaborative work, and solve recurring types of problems in situations where others are usually cooperative.
  • Able to: Think logically and analytically.
  • Demonstrate proficiency in basic mathematics.
  • Demonstrates effective verbal and written communication skills.
  • Interact with a diverse population with a wide range of educational levels including children.
  • Maintain effective working relationships with physicians, other employees, and patients.
  • Demonstrate positive customer service skills.
  • Resolve conflicts, think creatively, and negotiate solutions.
  • Demonstrate positive customer service skills in person and over the phone.
  • Work well in a team environment and as part of a team.
  • Learn and follow standard work practices/procedures - every time - without variation or error.
  • Follow established routines, requiring occasional modifications in procedure.
  • Train others on intake functions and standard work
  • Demonstrate proficiency in patient scheduling, including procedures for walk-ins, overbooking, and rescheduling.
  • Demonstrate proficient knowledge about Medicaid and Medicare requirements.
  • Counsel clients on the advantages and services provided by Medicaid.
  • Recognize, troubleshoot, and/or alert others to potential scheduling conflicts or problems.
  • Take initiative; prioritize, organize tasks and time; follow up.
  • Demonstrate high detail orientation and accuracy.
  • Perform responsibilities accurately, efficiently, and timely.
  • Demonstrate knowledge of standard office practices and procedures.
  • Able to juggle multiple requests and meet multiple deadlines.
  • Follow standard work procedures.
  • Participate in process improvement projects as required.
  • Participate in high performing work teams; maintain a team approach to problem solving.
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