Remote Patient Intake & Care Coordinator Lead

New
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The Hello TeamHealthcare administration
Source API remote eligibility restrictions: United States, Must be able to work U.S. Eastern Time (New York) business hours; 9 AM - 5 PM EST.Full-TimeLead
Salary not disclosed
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Job Details

Languages
Strong spoken and written English; excellent English communication skills (verbal and written).
Required Skills
Microsoft OfficeEHRCRM

Requirements

  • Have experience in U.S. medical office administration, patient intake, or healthcare coordination.
  • Have experience using CRM, EMR, or EHR systems.
  • Have previous leadership, supervisory, mentoring, or team training experience.
  • Communicate effectively in spoken and written English and be comfortable handling patient and insurance calls.
  • Understand U.S. medical insurance processes; experience with insurance verification and prior authorizations is preferred.
  • Manage multiple active cases simultaneously and maintain strong organization and follow-through.
  • Maintain HIPAA compliance and confidentiality standards.
  • Use Microsoft Office, including Word, Excel, and Outlook, and standard business tools.
  • Work U.S. Eastern Time business hours and adapt to business needs.
  • Have a reliable computer running Windows 10 or newer, two monitors, and stable high-speed internet.

Responsibilities

  • Answer inbound calls and respond to patient emails and messages.
  • Explain services, treatment processes, and next steps to patients.
  • Convert qualified inquiries into scheduled evaluations and maintain appointment calendars.
  • Verify insurance eligibility and benefits, and submit prior authorization requests.
  • Gather medical-necessity documentation and follow up with insurance payers about approval status.
  • Track authorization approvals, denials, and expirations, and communicate coverage and financial responsibility to patients.
  • Coordinate scheduling and documentation with medical providers and ensure intake forms and consents are completed.
  • Maintain accurate CRM/EMR records and organized tracking of active and pending cases.
  • Follow up on missing documentation, missed calls, unconverted leads, and authorization updates.
  • Conduct patient check-ins and re-engage patients who pause or discontinue treatment.
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