Intake Specialist

AdaptHealth•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 referrals through the intake process. It is suited to someone who enjoys detail-oriented work, patient communication, and collaboration in a fast-paced healthcare environment. The position requires participating in an on-call rotation during non-business hours in accordance with company policy. The work environment and physical requirements vary by role; reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Further details are available upon application selection.

Requirements

One year of relatable work experience.
High school diploma, an associate degree in a related 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; 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.
Experience within a healthcare organization, pharmacy, HME, medical supply, or Medicare-certified environment.

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, 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.
Work with sales, insurance verification, and internal support teams to facilitate the referral and intake process.
Navigate 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.
Competitive compensation and incentives.