Intake Specialist

Apply for the Intake Specialist role at Vital Connect.

The Intake Financial Clearance Specialist belongs to the Revenue Cycle team and coordinates all financial clearance activities to ensure timely access toProperty

View्यास clinic while maximizing reimbursement.

The role focuses on pre‑registration, insurance verification, referral authorization, and coordination with stakeholders to secure required payer approvals.

Fully remote role

• Monitors accounts routed to registration, referral and prior authorization work queues and clears work queues by obtaining all necessary patient and/or payer-specific financial clearance elements in accordance with established management guidelines.
• Maintains knowledge of and complies with insurance companies' requirements for obtaining prior authorizations/referrals and completes other activities to facilitate all aspects of financial clearance.
• Acts as subject matter experts in navigating payer policies to get the appropriate approvals (authorizations, pre‑certs, referrals, for example) for the ordered services to proceed. The Intake Financial Clearance Specialist is an important part of the larger patient care team and helps clinicians understand what payer requirements are necessary for the widest possible patient access to services.
• Supports staff at all levels for hands‑on help understanding and navigating financial clearance issues.
• Uses appropriate strategies to underscore the most efficient process to obtaining insurance verification, authorizations, and referrals, including online databases, electronic correspondence, faxes透 and phone calls.
• Obtains and clearly documents all referral/prior authorizations for scheduled services
• Works collaboratively with primary care practices, specialty practices, referring physicians, primary care physicians, insurance carriers, patients, and any other parties to ensure that required managed care referrals and prior authorizations are obtained and appropriately recorded in the relevant systems.
• When it is determined that a valid referralrown does not exist, utilizing computer-based tools, or contact the appropriate party to obtain/generate referral/authorization and related information. Record the referral/authorization in the practice management system.
• Contact physicians to obtain referral/authorization numbers.
• Perform follow‑up activities indicated by relevant management reports.
• Collaborates with patients, providers, and departments to obtain all necessary information and payer permissions prior to patients' scheduled services.
• Communicates with patients, providers, and other departments such as Utilization Review to resolve any issues or problems with obtaining required referral/prior authorizations.
• Work collaboratively with the practices to resolve registration, insurance verification, referral, or authorization issue to the extent that these unresolved issues impact the ability to obtain a referral/authorization.
• Escalates accounts that have been denied or will not be financially cleared as outlined by department policy
• Accept registration updates from various intake points.
  
  GRAY? including but notмиз limited to those received via paper forms, internet registration forms, telephones located in practices and direct calls from patients.
• Ensure that all updated demographic and insurance information is accurately recorded in the appropriate registration systems for primary, secondary, and tertiary insurances.
• Review all registration and insurance information in systems and reconcile with information available from insurance carriers. For any insurance updates, utilize any available resources to validate the updated insurance information, insurance plan eligibility, primary care physician, subscriber information, employer information and appointment/visit information. Contact patients as necessary if clarifications or other follow-up is required, and at all times maintain sensitivity and a clear customer friendly approach.
• For self-pay patients or patients with unresolved insurance, and for financial counseling, refer patients Patient Financial Counseling.
• Maintains confidentiality of…