Intake Specialist - EG002

1-2+ years in data entry, database management, healthcare scheduling, patient coordination, or medical records management. Prior experience in healthcare, healthtech, home care operations, or requesting medical records. Exceptional attention to detail with proven track record maintaining ≥95% data accuracy. Excellent written and spoken English. Proficiency with Microsoft Excel, Google Sheets, database management systems. Experience with healthcare scheduling platforms (ClearCare, AlayaCare, AxisCare) or medical records systems. Proficiency with Adobe and PDF editing/combining tools. Strong organizational and time management skills. Familiarity with HIPAA compliance and data confidentiality practices. Proactive problem-solving mindset. Willingness to work US business hours including split-shift availability. Self-motivated with proven ability to work independently. Experience in home care agency operations or U.S.-based healthcare settings (preferred). Exposure to electronic health record (EHR) systems or EMR platforms (preferred). Familiarity with Chartswap or medical records exchange platforms (preferred). Spanish-speaking proficiency (preferred). Experience with VoIP and patient intake systems (OpenPhone, Klara, RingCentral) (preferred).

Perform data entry and management of patient records, billing information, and healthcare datasets. Ensure accuracy, consistency, and completeness of all data processed. Conduct regular audits of data systems to identify and correct errors. Handle real-time caregiver-client scheduling. Monitor incoming care requests and coordinate responses within SLAs. Maintain scheduling software (ClearCare, AlayaCare, AxisCare). Communicate proactively with caregivers, clients, and providers. Manage coverage gaps, schedule adjustments, and last-minute changes. Identify all relevant providers associated with client treatment. Locate billing providers and related entities. Research and verify provider contact information, submission requirements, and protocols. Track and manage medical records retrieval processes. Collaborate with teams to streamline data workflows and improve operational processes. Maintain strict compliance with HIPAA and relevant data security regulations. Support operational workflows including timesheet collection and payroll prep. Provide backup coverage for urgent tasks. Coordinate with back office, care managers, and cross-functional teams.