Intake Specialist I at Friesen Group Inc

Susanville, California, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Mar, 26

Salary

0.0

Posted On

09 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Communication, Documentation, Insurance Verification, Problem Solving, Microsoft Office, Phone Skills, Intake Coordination, Scheduling, Payment Processing, Clinical Documentation, Team Collaboration, Equipment Troubleshooting, HCPC Codes, Insurance Authorization, Data Entry

Industry

Professional Training and Coaching

Description

Description Leading Through Mission & Values Keeping the organization’s mission, and values at the forefront of decision making and action. Customer Communication and Responsibilities Greet all walk-in customers and telephone calls promptly in a friendly "can do" and professional manner. Always use customers' names during interaction with them. Listen to customers to identify their needs "check for understanding". Be considerate; avoid confrontation and defensiveness when interacting with patients. Resolve customer situations/problems and request assistance if necessary. Intake Coordination Inform manager of any patient/customer problems, concerns, etc, with ordered services/products, if necessary and document in software and in Microsoft Teams Verify that documentation qualifies patient for ordered services with minimal assistance. Complete software Insurance Verification queue for private insurance Notify referral source and patient of patient financial responsibility, as well as protocol for set-up and refill expectations. Document payment plan and collect at least first payment prior to dispensing. Obtain a signed and dated Payment Plan, per Owens policy. Obtain clinical documents prior to initiating service, as required by insurance. Able to navigate BT and insurance verification platforms with some assistance. Intake Process Ensure that intakes are timely and accurate. Ensure that appropriate internal depts or outside agencies have necessary info to assure smooth coordination of care for patients. Responsible for new intake info for securing benefits and auth info prior to start of therapy. Check tasks throughout the day and address new orders. Document all conversations and correspondence with referral sources, as they occur. Scan referrals not in que and attach to patient Other Responsibilities Answer phones in a timely manner, addressing customer concerns immediately, escalate as needed to address concerns. Report all software and hardware (i.e., printers, fax machines, copy machine) issues to IT. Schedule patient appointments in software, as needed Takes initiative to obtain a basic understanding of insurance requirements for billing. Greet walk-in patients and address their needs; escalates as appropriate. Basic equipment troubleshooting and foundational knowledge of function after training. Requirements Experience 1 year of Customer Service experience. Preferred Knowledge of HCPC codes Preferred 1 year prior work experience in a medical setting. Preferred understanding of insurance authorization and reimbursement. Education High School Diploma or equivalent Special Skills Proficient in Microsoft Office (Excel, Word, Outlook). Excellent customer service, phone skills.

Responsibilities

The Intake Specialist I is responsible for greeting customers, resolving their issues, and ensuring timely and accurate intakes. They also coordinate with internal departments and document all interactions with referral sources.