Intake Specialist

AdaptHealth, LLC•Fort Worth, TX

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 in a fast-paced healthcare environment. It requires attention to detail, patient communication, and cross-team collaboration.

Requirements

One year of relatable work experience.
High school diploma, an associate 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; Microsoft Office and healthcare systems are a plus.
Comfort learning new technologies and navigating 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; preferred but not required.
Experience within a healthcare organization, pharmacy, HME, medical supply, or Medicare-certified environment; a plus but not required.

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 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, 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.
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 an on-call rotation during non-business hours in accordance with company policy.
Support team operations and quality standards by following company policies and procedures.
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.