Intake Specialist

Description Summary The Intake Specialist contributes to IHC's mission and goals of client satisfaction, quality of care, cost competitiveness and productivity by ensuring efficient handling of all client income documentation, front-office paperwork, EMRs, and billing. The Intake Specialist works closely with the other front office staff to provide customer service to clients in the lobby and on the phone, and complete billing paperwork and daily reports integral to monitoring the overall effectiveness of the clinic. A certified Intake Specialist acts as a navigator and has advanced knowledge of how to navigate the entire clinic process flow.

They apply this knowledge to determine the eligibility for the various Medicaid, Medicare, sliding fee scales and payment plans. Evaluation of performance Performance will be evaluated based on meeting specific goals, productivity measures, employee satisfaction scores, and other quality indicators for this position such as: IHC strategic objectives; site strategic objectives; functional capabilities; leadership and/or employee capabilities; IHC commitments, quality measures, and productivity measures.

Application of knowledge Certified Intake Specialist requires expert knowledge of a wide body of income eligibility rules in addition to verification, application, and documentation procedures and requirements. Requires specialized knowledge of various Medicaid and Medicare application processes, medical billing practices, electronic medical records, and IHC's policies and procedures. Intake Specialist requires general knowledge of work common to eligibility, billing, payment, and reception, including knowledge of IHC's guidelines, practices, standard terminology, and methods to support the intake function. Clerical: Greets clients and visitors to clinic and assists with check in process.

Makes appointments and educates clients regarding documents they will need to provide at the time of service. Answers phones and accurately direct calls. Accurately enters, maintains, and retrieves data on IHC's computer system. Uses and maintains electronic medical record, accurately assembles income documents, and ensures client information is up to date and complete. Medical Billing: Assists in timely completion of daily Batches, including migrant worker Batches, ensuring all information is complete and accurate on the superbill and that all supporting documents are attached. Assists in running daily Variance Report.

Determines eligibility and signs up eligible clients for Medicaid or Medicare part D, refers eligible clients to WIC programs. Certified - troubleshoots patients billing and payment questions/issues. Certified - drafts payment plans for office/practice manager review and approval. Job controls and complexity The Intake Specialist operates using established sequential steps and guidelines including those established by Medicaid, as well as other operating instructions and procedure manuals. Tasks involve…

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