Intake Specialist

Summary: In accord with the Center's policies and procedures, the Receptionist /'intake Specialist has responsibility for answering all incoming telephone calls to the Center, scheduling of patients' appointments and assisting in the retrieval and filing of medical records. Performs general office procedures associated with front desk operations at
the Center.

Duties and Responsibilities:
(Translator if applicable: will translate as needed and translate documents into Spanish as needed)
• Provide A+ Customer Service
• Register New Patients
o Verify all paperwork is completed/signed/scanned
o Verify insurance where applicable/Scan insurance card
o Provide S/F application where applicable/Scan application
o Collect appropriate proof of income/Scan proof of income
• Checking-In Same Day Appts.
o Verify all demographics; every time patient comes in
o Verify insurance where applicable; every time patient comes in
o Notate in billing note/and on printed schedule
o Verify S/F where applicable every time patient comes in
• Verifying Insurance/Scan into patient’s chart
• Collection of monies for Appts.
o Apply payment agreement when applicable
o Process any credit card payments
• Reconciling all monies collected at the end of the day
o Run EBO report
o Run e-payment report
o Turn petty cash and deposit into supervisor at the end of the day
• Cancel, Reschedule, No Show Appts. /Make non-billable
• Work closely with other Intake Specialist in other departments
• Answer calls when necessary
• Retrieve documents from copier to scan
• Notate if patient has been to ER or Hospital on log/turn in weekly
• Retrieve ER or Hospital records as needed
• Create telephone encounter when necessary (assign to appropriate staff)
• Fax documents as needed
• Receive faxes as needed
• Schedule appointments (labs, nurse visits, provider visits, etc.)
• Required to work in other departments when needed
• Required to rotate working on Saturdays @ Front Desk Family Practice
(8 am – 12 pm)
• Required to work after hours schedule (Tues./Thurs.11:30-8:30) (where applicable)
• Perform any other duties asked by supervisor when needed

Evaluation: The evaluation of work performance, including specific duties, responsibilities, demeanor, and work ethic, will be ongoing and implemented by the “supervisor” per center policies.