Intake Specialist - Pilot
About The Position
The Intake Specialist for Chronic Care Management (CCM) is responsible for onboarding eligible patients into CCM programs, ensuring accurate documentation, and providing high-quality customer service. This role requires a licensed practical nurse (LPN) or registered nurse (RN) with strong communication skills, experience using electronic health records (EHRs), and the ability to troubleshoot basic IT and system-related issues. The Intake Specialist serves as a key liaison between patients, providers, and care teams to ensure smooth enrollment and ongoing engagement in chronic care services.
Requirements
- Active LPN or RN license (active license in good standing- compact license needed)
- Previous experience in customer service, patient intake, care coordination, or call center healthcare roles
- Proficiency with EHR systems (e.g., Elation, Epic, eClinicalWorks, Athena, or similar)
- Strong verbal and written communication skills
- Ability to multitask in a fast-paced, technology-driven environment
Nice To Haves
- Experience in Chronic Care Management (CCM) or population health programs
- Basic understanding of medical billing or Medicare CCM requirements
- Prior experience providing technical or IT support in a healthcare setting
- Remote or telehealth experience
Responsibilities
- Conduct patient intake assessments for Chronic Care Management eligibility
- Explain CCM services, benefits, and consent requirements to patients and caregivers
- Ensure accurate collection and verification of demographic, clinical, and insurance information
- Collaborate with external and internal providers, care managers, and clinical staff to facilitate CCM enrollment
- Identify patient needs, barriers to care, and opportunities for engagement during intake
- Route clinical or care-related concerns to appropriate team members
- Provide professional, compassionate, and patient-centered service via phone and electronic communication
- Address patient questions, concerns, and enrollment-related issues in a timely manner
- Maintain a supportive, respectful, and empathetic approach with diverse patient populations
- Accurately document patient interactions, consents, and intake data in EHR systems
- Navigate multiple systems efficiently while maintaining data integrity and confidentiality
- Ensure compliance with HIPAA and organizational documentation standards
- Troubleshoot basic IT and EHR-related issues (e.g., login access, system navigation for patients and team)
- Assist patients with telephonic or digital onboarding tools as needed
- Escalate complex technical issues to IT or system support teams appropriately
- Follow CCM program guidelines, workflows, and regulatory requirements
- Meet productivity, quality, and documentation benchmarks
- Participate in training, audits, and performance improvement initiatives
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Career Level
Mid Level
Education Level
Associate degree
Number of Employees
251-500 employees
