Intake Representative

 

Summary

Responsible for receiving and processing referrals on potential home care/hospice patients and coordination of data collection and entry. Verifies and enters all physician orders, patient demographics, and insurance status. Models appropriate behavior as exemplified in The Methodist Mission, Vision and Values.

Education/Experience/Licensure

Education/Formal Training

Work Experience

Credential/License

REQUIRED:

High School graduate or equivalent

One year of administrative, customer service, or healthcare experience, preferably from a home health environment.

N/A

PREFERRED:

N/A

N/A

N/A

SUBSTITUTIONS ALLOWED:

N/A

N/A

N/A

Knowledge/Skills/Abilities

• Proven record of providing excellent customer service both internally and externally.
• Knowledge of third party payers.
• Ability to evaluate problematic situations and be able to adapt, respond to, and/or notify/advise appropriate staff in order to resolve the situation/issue.
• Ability to set priorities, coordinates multiple tasks, maintains work flow, and prepares written materials.
• Ability to work without close supervision and to exercise independent judgment.
• Ability to operate standard office equipment.
• Skill and proficiency in oral and written communication including spelling, grammar, punctuation, and composition.
• Must be proficient in the Microsoft Office Word.

Key Job Responsibilities

• Receives referral for Home Health/Hospice Services.
• Offers assistance to patients, patient’s families, customers, physicians, Home Health/Hospice agencies, and other referral sources.
• Assures integrity of patient data and statistics.
• Prepares correspondence and materials for Case Coordinators.
• Performs other duties as assigned.

Physical Requirements

• The physical activities of this position may include climbing, pushing, standing, hearing, walking, reaching, grasping, kneeling, stooping, and repetitive motion.
• Must have good balance and coordination.
• The physical requirements of this position are: light work - exerting up to 25 lbs. of force occasionally and/or up to 10 lbs. of force frequently.
• The Associate is required to have close visual acuity to perform an activity, such as preparing and analyzing data and figures; transcribing; viewing a computer terminal; or extensive reading.
• The conditions to which the Associate will be subject in this position: The Associate is not substantially exposed to adverse environmental conditions; job functions are typically performed under conditions such as those found in general office or administrative work.