Remote Patient Intake Coordinator

Role overview

The Intake Coordinator will manage new patient referral coordination and help ensure each patient moves smoothly into agency services. This role works closely with account executives/liaisons, referral sources, discharge planners, and location staff while following company policies, internal procedures, and applicable federal and state rules.

This is a work-from-home position, and candidates based in the Eastern time zone are preferred.

Key duties

• Answer questions from referral sources and office teams with clear, complete, and accurate information.
• Handle multiple incoming calls from internal and external contacts and route each request or caller to the right person or task.
• Build and maintain positive working relationships with referral sources to support continued referrals.
• Check referral paperwork for accuracy and completeness before processing.
• Make sure all required referral documents are completed without missing details.
• Enter referral information immediately into the electronic medical record so the team can access up-to-date information.
• Work with local colleagues to assign each case to an appropriate skilled professional based on the ordered services.
• Copy, fax, scan, mail route, or email documents as needed.
• Keep department logs and tracking tools updated.
• Take on additional responsibilities as assigned.

Requirements

• High school diploma or GED.
• Comfort using Microsoft Office tools, especially Outlook and Teams.
• Willingness to work after hours and participate in an on-call schedule.
• Strong familiarity with the Microsoft operating environment and email use in Outlook.
• Data entry speed of 40 words per minute or 10,000 keystrokes per hour.
• Ability to communicate clearly and briefly by email.
• Basic understanding of how the healthcare and insurance sectors operate.

Preferred background

• At least 1 year of prior office experience is preferred.
• Previous healthcare experience is an advantage.
• Bilingual experience is a plus.
• Exposure to Microsoft Teams, HomeCare Homebase, Careport portals, and EPIC portals is beneficial.
• Ability to multitask in a fast-moving environment.

Additional information

Regular after-hours availability and an on-call rotation may be part of the schedule. The role requires working in a fast-paced setting and balancing several tasks at once.