Intake Specialist

16840 Buccaneer Lane, Suite 261, Houston, TX 77058 832-932-5968 • principlehs.com

Intake Specialist

We are seeking a detail-oriented and compassionate Intake Specialist to join our team. This role manages the patient intake process, including scheduling, insurance verification, and communication with patients and providers. The ideal candidate is organized, customer-focused, and capable of managing priorities in a fast-paced healthcare environment.

RESPONSIBILITIES

• Patient Intake and Scheduling
• Process referrals, including physician notes and imaging reports.
• Schedule appointments, follow up within 24 hours, and manage reminders or rescheduling.
• Educate patients on insurance, financial responsibilities, and appointment details.
• Insurance Verification and Documentation
• Verify benefits, calculate balances, and obtain prior authorizations.
• Document Prescription Monitoring Program (PMP) reports and update EHR records.
• Maintain accurate patient charts with up-to-date insurance and benefit details.
• Communication and Customer Service
• Collaborate with providers to request information, update referrals, and share reports.
• Respond promptly to inquiries from patients, providers, and website submissions.
• Maintain professionalism in handling VIP and sensitive requests.
• Recordkeeping and Reporting
• Document activities in the EHR system with attention to detail.
• Update tracking spreadsheets for bonus metrics and KPIs.

REQUIREMENTS

• High school diploma or equivalent.
• Healthcare customer service, insurance verification, or a related role preferred.
• Knowledge of Workers' Compensation and LOP with experience in medical insurance
• Bilingual skills are preferred but not required.
• This role requires the ability to sit for prolonged periods, use a computer and phone extensively.

PHYSICAL/MENTAL REQUIREMENTS

• Ability to sit at a desk and use a computer, phone, and office equipment for prolonged periods.
• Manual dexterity for typing and handling documents.
• Clear vision to read screens and printed materials.
• Effective hearing and speaking to communicate via phone and in-person.
• Emotional resilience to professionally manage stressful interactions

We are an Equal Opportunity Employer and committed to providing reasonable accommodations to individuals with disabilities. If you require accommodations during the application or interview process, please contact hradmin@principlehs.com.

Monday-Friday 8:00AM-5:00PM