Patient Intake Specialist

Signature Health Inc•Maple Heights, OH

6d•Onsite

About The Position

At Signature Health, our purpose is to provide integrated healthcare for our community specializing in patients with mental illness and/or addiction because we want people to realize their highest potential. If you align with our core values, putting people first, striving for excellence in the work you do each day and have a can do mindset, then Signature Health is the best place for the next step in your rewarding career. As a full-time employee, you will have access to the following employer/employee paid benefits: Medical, Dental, Vision, 401k match, HealthJoy - a no cost medical and mental health online resource available Day 1, and much more. Robust earned paid time off program (PTO). Federal Loan Forgiveness Program (available on eligible roles). Professional Development Support. SCOPE OF ROLE: Reporting to the Supervisor, Patient Financial Specialist, the Patient Intake Specialist supports a seamless patient access and financial clearance experience by completing accurate registration, verifying insurance coverage and benefits, assisting with scheduling, identifying financial assistance needs, and resolving intake-related barriers prior to service. The Patient Intake Specialist requires strong attention to detail, excellent customer service, and the ability to coordinate across Patient Services, Patient Financial Services, providers, and patients to ensure information is accurate, patients understand their financial responsibilities, and services are scheduled appropriately.

Requirements

High School Diploma or equivalent required.
2-3 years of office, customer service, or related experience required.
1-2 years of experience working with payer sources, such as Medicare, Medicaid and Commercial insurances required.
Previous experience in a primary care or behavioral health setting required.
Experience working with an EHR system required; EPIC experience preferred.
Demonstrated proficiency with Microsoft Office, Word, and Excel.

Nice To Haves

Medical office experience preferred.
EPIC experience preferred.

Responsibilities

Create a friendly, courteous, and welcoming first impression for patients and families during phone, in-person, and electronic interactions, consistent with the patient experience expectations outlined for patient-facing roles.
Accurately complete patient registration by obtaining and updating demographic, insurance, medical, financial, and required documentation in the EHR.
Complete in-depth insurance verification and benefit eligibility reviews, including identifying correct insurance plans, accepted payers, filing order, hard stops in the EHR, and coverage limitations that may impact care or billing.
Proactively assess patients prior to services to determine the need for financial clearance, financial assistance, balance review, or additional follow-ups.
Educate patients on their financial responsibilities, including payments, co-insurance, co-pays, balances, self-pay fees, and available options to help resolve financial barriers.
Assist patients with enrollment and education related to financial assistance programs, including grants, sliding scale, self-pay options, payment agreements, and other applicable programs.
Demonstrate proficiency in scheduling services by assisting patients with appointments, coordinating scheduling needs, and helping ensure provider and clinician schedules are effectively managed.
Conduct timely inbound and outbound outreach to patients by phone, email, or other electronic communication to resolve registration, insurance, scheduling, balance, or financial clearance needs.
Review daily reports, workqueues, or assigned tasks to investigate issues, correct coverage or balance errors, and take timely action to support patient access and revenue cycle accuracy.
Demonstrate efficiency, strong organization, attention to detail, and the ability to multi-task to ensure daily responsibilities are completed accurately and timely.
Maintain patient confidentiality and protect patient privacy by adhering to HIPAA regulations and organizational expectations at all times.
Demonstrate dependability, professionalism, patience, teamwork, and a willingness to assist colleagues, patients, and internal partners.
Participate in assigned staff meetings, staff development programs, and ongoing workflow improvement efforts.
Other duties as assigned.