Intake Specialist

Coral Connect LLC•Boca Raton, FL

15h•Remote

About The Position

Coral Connect, LLC (“Coral”) is a technology-enabled service provider focused on reducing healthcare costs through intelligent data management, pharmacy optimization, and value-driven sourcing. Our mission is to make specialty care more accessible, efficient, and equitable by improving operations at community care organizations, infusion centers, and specialty providers. The Intake Specialist is responsible for managing incoming referrals for specialty pharmacy and ambulatory infusion center (AIC) services. This role ensures accurate and timely processing of patient information, coordination of benefits, and initiation of services. The Intake Specialist serves as a key liaison between providers, patients, payers, and internal teams to facilitate a seamless onboarding experience and support timely access to therapy.

Requirements

High school diploma or equivalent required
Minimum 1–3 years of experience in healthcare intake, medical office, specialty pharmacy, or infusion services
Strong attention to detail and accuracy in data entry
Knowledge of insurance plans, including commercial, Medicare, and Medicaid
Ability to manage high-volume workload and meet turnaround time expectations
Excellent communication and customer service skills

Nice To Haves

Experience with prior authorizations, benefits investigation, or revenue cycle processes preferred
Proficiency in EMR systems and pharmacy/infusion platforms (e.g., WeInfuse, CareTend, Brightree, or similar) preferred
Bachelor’s degree or relevant experience is preferred.

Responsibilities

Receive and review incoming referrals via fax, electronic portals, and provider communications
Accurately enter patient demographics, insurance information, and referral details into the system
Verify completeness of referral documentation, including clinical notes, orders, and supporting documentation
Ensure all required elements are obtained prior to benefits investigation and authorization
Conduct welcome calls to patients, explaining services, next steps, and financial expectations
Communicate with referring providers to obtain missing or clarifying information
Maintain professional and timely communication with patients, caregivers, and healthcare providers
Initiate benefits investigation for pharmacy and infusion services
Identify payer requirements, coverage limitations, and prior authorization needs
Communicate findings to internal teams and escalate issues as needed
Support prior authorization submission by ensuring accurate and complete intake documentation
Assist in gathering clinical documentation required for authorization approval
Coordinate with financial counseling teams to provide patient cost estimates and discuss assistance options
Identify patients eligible for manufacturer assistance programs or copay support
Initiate enrollment processes for assistance programs as applicable
Route referrals to appropriate teams
Track referral status to ensure timely progression through the intake process
Maintain documentation and audit trails in accordance with compliance standards