Sales Support Intake Coordinator

WORKING NURSES HEALTHCARE•Margate, FL

5d•$19 - $22

About The Position

The Sales Support Intake Coordinator assists the sales and intake teams in ensuring a seamless admission process for new and existing home-health patients. The role manages communication among sales, referral sources, and scheduling teams; expedites intake; and supports efficient patient admissions. It also provides administrative support to the sales team and helps manage patient referrals to maximize admissions and improve patient and referral-source satisfaction. The coordinator processes referrals, maintains accurate and complete documentation in the agency’s electronic health record system, and works with scheduling staff, clinical teams, and case managers to coordinate initial visits and resumption of care. The position serves as a contact for patients, families, and referral sources during onboarding, provides updates, addresses concerns, prepares reports, and participates in process-improvement activities and special projects as assigned.

Requirements

High school diploma or equivalent required.
Previous experience in a healthcare setting, preferably in intake, scheduling, or home health, required.
Strong organizational and time-management skills, with attention to detail.
Excellent written and verbal communication abilities.
Ability to work independently and collaboratively with a team.
Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook, and in EHR/EMR systems.
Customer-service orientation and commitment to improving the patient experience.
Ability to handle confidential information and comply with HIPAA regulations.

Nice To Haves

Associate or bachelor’s degree preferred.
Knowledge of home health operations is a plus.

Responsibilities

Process and review patient referrals from the sales team and referral sources and ensure timely entry into the system.
Coordinate with scheduling and clinical teams to ensure initial visits and services are scheduled promptly.
Serve as a point of contact for patients, families, and referral sources during onboarding.
Provide administrative support to the sales team by managing referral documentation, tracking referral statuses, and ensuring paperwork is complete and compliant.
Communicate with the sales team and marketers to gather and confirm patient information and referral components.
Liaise between the sales and intake teams, updating them on onboarding progress and addressing issues.
Enter patient referral and intake information accurately into the agency’s EHR system.
Maintain current patient records and upload documents correctly and promptly in accordance with industry standards and regulations.
Audit ongoing referrals and patient files for accuracy and completeness to help reduce scheduling errors.
Coordinate initial visits and resumption-of-care services with scheduling staff and case managers.
Identify potential scheduling gaps and communicate with scheduling staff to help prevent delays in patient services.
Support case managers with updates and responses to patient or family inquiries that affect care planning.
Support patient satisfaction through smooth onboarding, clear communication, and guidance on next steps.
Address patient concerns, provide relevant information, and seek to resolve issues promptly.
Prepare regular reports on referral trends, intake statuses, and patient onboarding metrics for sales and intake management.
Participate in team meetings and offer insights to improve intake processes.
Assist with special projects as assigned by the Director of Intake and Sales Support.