About The Position

The Patient Intake Coordinator manages the intake process for new patients, from the initial referral through the first appointment. The role coordinates incoming referrals, communicates with patients and referral sources, gathers required information and documentation, and supports a smooth transition into care. The coordinator works Monday through Friday, 8:00 AM to 5:00 PM Eastern Time, for 40 hours per week. The role requires fluency in Spanish and English. The position is described as an independent contractor role and offers permanent work from home. Health insurance coverage is available for eligible locations.

Requirements

  • Previous experience as a New Patient Coordinator, Referral Coordinator, Medical Scheduler, Patient Coordinator, Medical Receptionist, or in a similar healthcare role.
  • Strong verbal and written communication skills; Spanish-English bilingual fluency is required.
  • Familiarity with insurance verification and patient demographic data collection.
  • Comfort communicating with patients, healthcare providers, and referral sources.
  • Ability to work independently and collaborate effectively with a healthcare team.
  • Proficiency with computers, email, scheduling systems, and electronic medical records (EMR/EHR) systems.
  • Understanding of HIPAA and patient confidentiality requirements.
  • Excellent organizational and time-management skills.
  • Strong attention to detail and accuracy.
  • Ability to manage multiple referrals and follow-ups simultaneously.
  • Proactive, dependable, highly organized, and comfortable taking ownership of the new patient process.
  • Ability to follow up consistently, identify gaps in referral information, and ensure patients are not lost between referral and their initial appointment.

Nice To Haves

  • Experience working with patient referrals and scheduling.
  • Experience in a medical practice, specialty clinic, rehabilitation facility, therapy practice, or other healthcare setting.
  • Experience with referral management and new patient intake.
  • Experience verifying insurance benefits and identifying missing information.
  • Experience using EMR/EHR, scheduling, referral management, or healthcare CRM systems.

Responsibilities

  • Manage and process incoming patient referrals in a timely, organized manner.
  • Contact new patients to introduce the practice, gather information, and coordinate appointments.
  • Schedule new patient appointments based on provider availability and patient needs.
  • Obtain and accurately document patient demographic and contact information.
  • Collect and verify insurance information and other required patient details.
  • Request and obtain medical records, referral documents, authorizations, and supporting clinical information.
  • Review referrals for completeness and follow up with referral sources, providers, patients, or other parties when information is missing.
  • Monitor pending or incomplete referrals and proactively follow up to prevent delays.
  • Communicate professionally and compassionately with patients, family members, healthcare providers, and referral sources.
  • Ensure required information is obtained before the patient's initial appointment.
  • Maintain accurate and up-to-date patient records and referral tracking systems.
  • Coordinate with clinical and administrative teams to ensure patients are appropriately scheduled and prepared for their first visit.
  • Identify and escalate issues that may delay scheduling or patient access.
  • Maintain patient confidentiality and comply with HIPAA and applicable healthcare privacy requirements.
  • Perform other administrative and coordination duties as needed.

Benefits

  • Permanent work from home.
  • Health insurance coverage for eligible locations.
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