Patient Intake Specialist

Eisenhower Health • Rancho Mirage, CA

4d

About The Position

The Patient Intake Specialist is responsible for patient scheduling, accurate registration, insurance verification, authorization and pre-certification, communicating financial responsibility, financial aid, point-of-service collections, cash-pay quotes, and customer service. The role serves adult and geriatric patients and reports to a Supervisor, Manager, or Director. It has minimal or no potential exposure to blood-borne pathogens.

The position requires a high school diploma or GED, or a higher-level degree if hired after March 1, 2025. Healthcare or customer service experience is preferred. The specialist uses general office equipment and computer applications, provides accurate and courteous service, and follows applicable hospital, insurance, safety, and regulatory procedures.

Requirements

• High school diploma or GED, or a higher-level degree if hired after March 1, 2025.
• Ability to operate general office equipment, including a computer, printer, scanner, and telephone.
• Computer literacy, including use of Word, Excel, and Outlook.
• Excellent customer-service skills.
• Excellent verbal and written communication skills.
• Knowledge of insurance eligibility, benefit coverage, and authorization/pre-certification.
• Knowledge of medical terminology, payment processing, hospital-based federal rules and regulations, procedures, and safety practices.
• Proficiency with various uninsured-patient linkage programs.
• Successful completion of the Department Insurance 101 Program.

Nice To Haves

• Healthcare or customer service experience.

Responsibilities

• Demonstrate compliance with the Code of Conduct and compliance policies, resolve compliance questions or concerns, and report suspected violations.
• Schedule patients accurately and follow up appropriately on callbacks, faxed orders, and orders submitted through the order facilitator.
• Identify patients using the proper method for retrieving patient history and information, and avoid creating duplicate medical records.
• Register patients, verify and accurately enter or update patient information, and meet departmental benchmark guidelines.
• Review insurance eligibility, update accounts with accurate health-plan information, and release insurance according to the verification process.
• Identify and collect co-pays and deductibles based on insurance eligibility or uninsured cash-discount quotes for outpatient services and inpatient admissions.
• Ensure required HIPAA information is completed appropriately.
• Prepare applicable Medicare Advanced Beneficiary Notices (ABNs) and meet LMRP program requirements, including patient notification and signature requirements at the time of service.
• Complete Medicare Screening Forms for Medicare patients in accordance with Medicare requirements.
• Obtain required insurance authorization or pre-certification to support correct payment from the health plan.
• Ensure patients understand their insurance benefit coverage and financial responsibility.
• Provide cash quotes to patients who qualify for the uninsured discount.
• Provide patients and/or families with available financial-assistance linkage programs.
• Follow department policies and procedures and complete department and job training orientation programs.
• Maintain a registration error accuracy rate of 95% or higher and meet other departmental accuracy and productivity standards.
• Successfully complete required training courses.
• Attend and participate in staff meetings.
• Perform other duties as assigned.

What This Job Offers

• Career Level: Entry Level
• Education Level: High school or GED