Lead Intake Specialist - REMOTE or Sugar Land, TX

DeliverIt Pharmacy Infusion Center • Sugar Land, TX

40d • Remote

About The Position

As Lead Intake Specialist, you will be responsible for helping guide patients through the healthcare admissions process. Your duties include recording patient information, verifying health insurance, and performing clerical duties.

Requirements

• Communication Excellence: Demonstrate strong interpersonal skills, actively listening and communicating clearly with patients, team members, and external partners.
• Office Equipment Proficiency: Comfortable using standard office tools such as smartphones, workstations, and fax machines.
• Software Proficiency: Skilled in essential programs like Microsoft Office, CareTend, CPR+ software, etc.
• Customer Service Expertise: Provide excellent customer service, especially in managing distressed patients and ensuring a calm, positive experience.
• Knowledge of Local Resources: Familiar with the Greater Houston infusion patient community and the available resources.
• Adaptability: Ability to manage and adapt to changing workloads and evolving tasks.
• Multitasking: Ability to handle multiple tasks efficiently in a fast-paced environment.
• Strong Communication Skills: Excellent verbal and written communication skills to interact effectively with patients and team members.
• Self-Motivated: Capable of working autonomously with minimal guidance while maintaining high productivity.
• Positive and Outgoing: A positive attitude and eagerness to contribute to the team.
• Medical Terminology.
• Experience: At least 1-3 years of experience in the following areas: Medical Benefits Verification, Deductibles, Max Out-of-Pocket, Coinsurance, Prior Authorization, Pharmacy Benefits Management (PBM) claims, and familiarity with WellSky's CareTend and CPR+ software programs.
• Mathematical Skills: Basic math skills are required; advanced math skills are ideal.

Nice To Haves

• Bilingual: Preferred but not required.

Responsibilities

• Efficient Patient Paperwork Processing: Handle patient paperwork in a timely manner while adhering to established protocols.
• Call Management: Answer and screen patient calls, providing clear and helpful information.
• Referral Coordination: Collect and manage essential data to facilitate the referral process; follow up on referrals by contacting organizations to gather necessary information.
• Conduct Initial Patient Intakes: Assess the eligibility of potential patients and ensure all necessary information is gathered.
• Gather and Update Patient Information: Collect medical histories and personal details for new and existing patients, ensuring accurate and up-to-date records.
• Document Review: Ensure all patient documentation is complete and accurate.
• Prepare Patient Paperwork: Organize and prepare all necessary forms and materials for new patients.
• Medical Benefits Verification: Assist with verifying insurance coverage and benefits as directed.
• Pharmacy Benefits Verification: Assist with submitting PBM test claims to determine patient drug coverage
• Communication with Patients, Clinical Liaisons, and Healthcare Providers: Serve as a liaison between patients, clinical liaisons, and Healthcare Providers.
• Additional Duties: Perform other tasks assigned to support team efficiency and patient care excellence to ensure smooth processes and resolve any issues.

Benefits

• Stability and Growth: DeliverIt Group continues to expand nationally and internationally, creating new opportunities for career advancement, learning, and leadership exposure.
• Supportive Leadership: You’ll work closely with experienced executives and an engaged leadership team who are invested in your professional development and success.
• Meaningful Impact: Every interaction — from greeting a visitor to supporting an executive project — contributes directly to our mission of delivering compassionate, accessible care to the communities we serve.
• Inclusive and Positive Culture: We celebrate teamwork, authenticity, and optimism. You’ll be surrounded by colleagues who support one another and genuinely enjoy what they do.
• Empowerment and Recognition: Your ideas and initiative matter. We recognize hard work, celebrate milestones, and ensure every team member feels seen and appreciated.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed