Intake Specialist (US-based Modern Healthcare Provider)

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Requirements:

• Warm and professional communication style with clear speech and no strong accent.
• Experience in patient intake, scheduling, or customer service (preferably in healthcare).
• Strong attention to detail to ensure accuracy in patient records and scheduling.
• Tech-savvy and adaptable, comfortable using EMR systems, scheduling software, and CRM tools.
• Ability to handle high call volumes while maintaining professionalism and efficiency.
• Process-driven and proactive, always looking to improve workflows and patient experience.
• Trustworthy and compliant, with a solid understanding of HIPAA regulations and data privacy.

Responsibilities:

• Act as the first point of contact for patients, collecting and verifying personal and medical information.
• Schedule appointments and ensure all necessary details are accurately recorded.
• Manage patient records within EMR systems and internal databases.
• Conduct initial patient screenings and direct them to the appropriate provider or service.
• Handle inbound calls, emails, and chat inquiries with professionalism and empathy.
• Provide pre-appointment guidance, ensuring patients have the necessary documentation.
• Collaborate with healthcare providers, insurance coordinators, and administrative staff for seamless patient flow.
• Uphold confidentiality and HIPAA compliance at all times.
• Identify process gaps and suggest workflow improvements to enhance efficiency.