Patient Intake Specialist - REMOTE - SR

Department: Healthcare

Work Arrangement: Remote

Job Type: Independent Contractor, Full Time

Work Schedule: US Time Zone (expected to be flexible with the client's preference)

Locations: Philippines, LATAM, South Africa, Kenya, and other remote regions with excellent English communication skills

Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They're looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years.

Candidates we've hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.

Hear why we exist, what we believe in, and who we're building for: WATCH HERE

At Pearl, we're not just another recruiting firm—we connect you with exceptional opportunities to work alongside visionary US and EU founders. Our focus is on placing you in roles where you can grow, be challenged, and build long-term, meaningful careers.

The Patient Intake Specialist owns the front-end execution of healthcare intake workflows, ensuring patient records, documentation, and provider details are accurate, complete, and compliant before moving downstream.

This role is detail-intensive and process-driven, combining high-volume data management with proactive coordination across patients, providers, and internal teams. You’ll act as a critical operational checkpoint—protecting data integrity, ensuring HIPAA compliance, and preventing downstream delays that affect patient care and service delivery.

This role is ideal for healthcare operators who thrive in structured environments, excel at quality control, and take pride in precision, follow-through, and operational discipline.

Your work will directly improve patient experience, turnaround time, and operational efficiency. By ensuring intake data is accurate from the start, you’ll reduce rework, prevent compliance issues, and support timely care coordination. Your attention to detail and proactive issue resolution will strengthen healthcare delivery while maintaining the highest standards of data security and documentation quality.

• Perform high-volume data entry and management of patient records and healthcare datasets
• Ensure completeness, accuracy, and consistency across intake systems
• Review incoming forms and documentation for errors or missing information
• Create clean, accurate base records prior to downstream processing
• Conduct detailed QA checks against provider-specific requirements
• Verify patient demographics, insurance details, and medical histories
• Maintain EHR and database hygiene through cleanup and deduplication
• Monitor workflows to proactively identify discrepancies or risks

• Identify all providers and facilities involved in patient care
• Research billing providers, networks, and healthcare entities
• Verify provider credentials, participation, and submission requirements
• Document and maintain accurate provider records in internal systems
• Navigate provider portals and healthcare databases efficiently
• Coordinate directly with providers to resolve missing or unclear information
• Track non-standard provider requirements and escalate when needed

• Process patient intake requests and Release of Information (ROI) forms
• Build complete, submission-ready documentation packets
• Assign requests based on workload, priority, and specialization
• Ensure clean handoffs to downstream teams with complete context
• Track intake requests through defined stages and SLAs
• Manage scheduling data and maintain updated patient/provider records
• Handle volume spikes and priority shifts with accuracy and urgency

• Maintain strict HIPAA compliance in all workflows
• Follow SOPs for data handling, documentation, and communication
• Identify compliance risks and escalate appropriately
• Maintain audit-ready…