Intake Specialist

Friesen Group Inc • Susanville, CA

6d • $22 - $25 • Hybrid

About The Position

Owens (A Friesen Group Company) is seeking an Intake Specialist/Field Technician to support patients from the initial referral through equipment delivery and ongoing service. This role serves as a key connection between patients, healthcare providers, insurance partners, and internal teams, ensuring medical equipment orders are processed accurately, documentation is complete, and patients receive timely, compassionate service. While the primary focus is intake and order coordination, the role may also involve assisting with equipment deliveries, patient education, and service support as operational needs require.

Requirements

• High school diploma or equivalent required.
• Minimum one year of customer service experience required.
• Proficiency with Microsoft Office Suite and electronic documentation systems.
• Valid driver's license with an acceptable driving record.
• Ability to successfully complete company training and competency requirements.

Nice To Haves

• Experience in healthcare intake, medical office operations, DME, patient services, or related healthcare environments preferred.
• Knowledge of medical terminology, insurance authorization processes, HCPCS codes, or DME operations preferred.

Responsibilities

• Serve as the primary point of contact for incoming patient, provider, and referral inquiries.
• Gather, verify, and process intake documentation, medical orders, prescriptions, and supporting records.
• Enter and maintain accurate information within EMR/EHR, CRM, and order management systems.
• Review insurance requirements, compliance documentation, and order eligibility.
• Coordinate with clinical staff, customer service representatives, and insurance verification teams to ensure timely processing.
• Monitor order status and proactively follow up on missing information or outstanding requirements.
• Ensure all orders meet applicable HIPAA, FDA, DME, and company compliance standards.
• Provide professional, compassionate support to patients, caregivers, and referral sources.
• Assist with the delivery, setup, exchange, and retrieval of durable medical equipment and related supplies as needed.
• Educate patients and caregivers on the safe and proper use of equipment.
• Document deliveries, service activities, patient interactions, and equipment transactions accurately.
• Support equipment inventory tracking and maintain quality standards for patient-ready equipment.
• Maintain a professional presence while serving patients in homes, healthcare facilities, and clinic settings.
• Follow all company safety policies and regulatory requirements.
• Perform other duties as assigned.

Benefits

• Medical, dental, and vision benefits.
• Paid time off and paid holidays.
• Comprehensive onboarding and ongoing training.
• Opportunities for growth and development within the organization.
• Supportive, team-oriented work environment.
• Meaningful work that directly impacts patient comfort, independence, and quality of life.
• On-Call stipend.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED