Intake Specialist

Ethos Therapy Solutions•Blue Bell, PA

6d•$23 - $24

About The Position

The Intake Specialist reviews, organizes, and manages the process for placing new durable medical equipment products in patients’ homes. The role supports sales by helping ensure compliance and timely product deliveries, and communicates regularly with patients, caregivers, referral sources, payers, Therapy Consultants, and field personnel. The specialist processes referrals and records, verifies insurance, enters orders and notes in Brightree, obtains missing information, and tracks each order through delivery confirmation and closeout. The role follows clinical and compliance guidelines to support reimbursement and reduce potential losses or denials, provides customer service to callers, and completes additional projects assigned by a supervisor or Team Lead.

Requirements

At least one year of work experience in customer service, a healthcare setting, or a medical office setting.
Experience with standard computer applications, including Outlook, Microsoft Word, and Excel.
Working knowledge of health insurance verification and the third-party billing business model.
Knowledge of medical terminology used in medical billing.
Ability to perform basic math calculations.
Ability to maintain patient confidentiality and follow HIPAA requirements, Medicare, Ethos, and applicable compliance standards, policies, and procedures.
Ability to communicate clearly, concisely, completely, and respectfully in verbal and written correspondence, using correct grammar and punctuation.
Ability to organize work and set priorities to meet deadlines.
Ability to work cooperatively with others and develop positive, supportive relationships with Therapy Consultants and Field Service personnel.
Ability to work with minimal supervision and handle extensive detail.
Ability to learn new computer software packages.
Self-starter who is highly organized and detail-oriented, with a desire to learn new skills.

Responsibilities

Review referral records and documentation, and enter all required information accurately into Brightree.
Verify insurance and enter product orders into the Brightree billing system.
Obtain additional information from the field or referral source as needed.
Maintain accurate and timely notes in Brightree for each order.
Communicate order status to the Therapy Consultant, referral source, and patient as needed.
Create a Practitioner Note for each pending order.
Generate delivery tickets for technicians.
Upload all documents to Brightree and close out the patient’s order after delivery is confirmed.
Follow clinical and compliance guidelines to maximize reimbursement and minimize potential loss or denials.
Identify potential new contract opportunities with payer partners.
Provide excellent customer service to incoming callers.
Work on additional projects assigned by a supervisor or Team Lead.