Intake Specialist

AdaptHealth•Chula Vista, CA

17d

About The Position

The Intake Specialist supports patient access to care by coordinating referrals, reviewing clinical documentation, and ensuring services are set up accurately and efficiently. The role works with patients, providers, referral sources, and internal teams to navigate insurance requirements, confirm eligibility, and advance the intake process in a fast-paced healthcare environment. The specialist reviews medical records, clinical documentation, and payer guidelines to assess eligibility, qualification, and compliance before service delivery. The role also communicates with patients about financial responsibility, obtains missing documentation, coordinates with referral sources and clinical teams, and maintains accurate records across electronic systems. The specialist helps select and schedule appropriate services and inventory, coordinates shipping and delivery methods, answers incoming calls, and participates in an on-call rotation during non-business hours. Compensation is based on experience, location, and role level, with a stated range of $15–$25 per hour. AdaptHealth describes its total rewards program as including medical, dental, and vision coverage; retirement savings with company match; paid time off and holidays; employee stock purchase; parental bonding leave; insurance coverage; and additional support programs.

Requirements

One year of related work experience is required.
High school diploma, associate degree in a related field, or equivalent work experience is required.
Excellent verbal and written communication skills, including analytical, problem-solving, and decision-making abilities, with attention to detail.
Ability to multitask in a fast-paced environment.
Proficient computer skills; Microsoft Office and healthcare systems experience are noted as useful.
Ability to learn new technologies and navigate multiple systems.
Ability to work independently while following established procedures and directives.

Nice To Haves

Experience in management, administrative, clerical, insurance, billing, claims, call center, or customer service roles is preferred but not required.
Experience in a healthcare organization, pharmacy, home medical equipment, medical supply, or Medicare-certified environment is a plus but not required.
An associate degree in a related field, Healthcare Administration, or Business Administration may meet the education requirement.

Responsibilities

Review medical records, clinical documentation, and payer guidelines to determine patient eligibility, qualification status, and compliance before service delivery.
Communicate with patients about financial responsibility, collect payments when applicable, and accurately document interactions.
Contact patients when documentation does not meet payer requirements, provide updates, and offer alternative options to support timely care.
Work with referral sources, physicians, and clinical teams to obtain complete and compliant documentation.
Apply knowledge of payer requirements to ensure services are provided appropriately and in compliance.
Maintain accurate and timely documentation of patient information and communications using electronic systems.
Enter referrals within established timeframes while meeting productivity and quality standards.
Coordinate with leadership to ensure appropriate inventory and services are selected and scheduled.
Work with sales, insurance verification, and internal support teams to facilitate referrals and intake.
Use multiple EMR and online systems to obtain and manage documentation.
Ensure appropriate shipping and delivery methods are selected in accordance with company procedures.
Answer incoming calls promptly and provide professional assistance to patients and referral sources.
Participate in an on-call rotation during non-business hours in accordance with company policy.
Follow company policies and procedures to support team operations and quality standards.
Perform other related duties as assigned.

Benefits

Comprehensive medical, dental, and vision coverage, eligible the first of the month following hire.
401(k) with company match.
Paid time off plans, including six paid holidays.
Employee Stock Purchase Plan.
Paid parental bonding leave.
Short- and long-term disability insurance.
Life and AD&D insurance.
Flexible Spending Accounts and Health Savings Accounts.
CVS Minute Clinic and Teladoc access.
Spousal Advantage Reimbursement Plan.
Identity theft protection and legal plan.
Competitive compensation and incentives.
Support, development, and advancement opportunities.