Intake Specialist

AdaptHealth•High Point, NC

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. It is suited to someone who enjoys detail-oriented work, patient communication, and cross-team collaboration in a fast-paced healthcare environment. The position involves reviewing medical records and payer guidelines, communicating with patients about financial responsibility, obtaining compliant documentation, entering and tracking referrals, and navigating multiple EMR and online systems. The specialist also coordinates service selection, scheduling, and delivery arrangements, answers incoming calls, and participates in an after-hours on-call rotation in accordance with company policy.

Requirements

One year of relatable work experience.
High school diploma, an associate’s degree in a relatable field, Healthcare Administration, or 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.

Nice To Haves

Experience in management, administrative, clerical, insurance, billing, claims, call center, or customer service roles.
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 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 discuss 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.
Collaborate 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 the on-call rotation during non-business hours in accordance with company policy.
Follow company policies and procedures and 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 Teledoc access.
Spousal Advantage Reimbursement Plan.
Identity Theft Protection and Legal Plan.