Intake Specialist

AdaptHealth, LLC•Wyoming, MI

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 move the intake process forward. It is suited to someone who enjoys detail-oriented work, patient communication, and collaboration in a fast-paced healthcare environment. The position also supports accurate referral processing, documentation, service and delivery coordination, and compliance with payer requirements and company procedures. It includes participation in an on-call rotation during non-business hours in accordance with company policy.

Requirements

  • At least one year of relatable work experience.
  • High school diploma, associate degree in a relatable field, Healthcare Administration, Business Administration, or equivalent work experience.
  • 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; ability to learn new technologies and navigate multiple systems.
  • Ability to work independently while following established procedures and directives.
  • Background check required for all roles.

Nice To Haves

  • Experience in management, administrative, clerical, insurance, billing, claims, call center, or customer service.
  • Experience within a healthcare organization, pharmacy, HME, medical supply, or Medicare-certified environment.
  • Familiarity with Microsoft Office and healthcare systems.

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, providing updates and 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 patient information and communication records 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.
  • Select appropriate shipping and delivery methods in accordance with company procedures.
  • Answer incoming calls promptly and provide professional assistance to patients and referral sources.
  • Participate in the non-business-hours on-call rotation 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 (FSA) and Health Savings Accounts (HSA).
  • 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.
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