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Intake and Scheduling Specialist

Job in Portland, Multnomah County, Oregon, 97204, USA
Listing for: Housecall Providers Inc
Full Time position
Listed on 2026-01-22
Job specializations:
  • Healthcare
    Healthcare Administration
Job Description & How to Apply Below
Intake and Scheduling Specialist---------------------------------------------------------------This position is responsible for scheduling Primary Care patient visits (in home, virtual, and telephone) for new and existing patients. Primary responsibilities include receiving and processing new patient referrals, scheduling patient appointments, and patient or caregiver communication. Other duties include maintaining patient and internal documentation, providing information to potential patients, and starting patient charts.
** Estimated Hiring Range:**$22.82 - $27.89
** Bonus Target:
** Bonus - SIP Target, 5% Annual Current Care Oregon Employees:
Please use the internal Workday site to submit an application for this job.

---------------------------------------------------------------##
** Essential Responsibilities
** Patient Referrals
* Receive and process incoming referrals including:  + Ensure intake forms are complete  + Confirm service address is within Housecall Providers area  + Check insurance contracts with Housecall Providers (in collaboration with billing department if required)  + Determine patient appropriateness for services (in collaboration with clinician/supervisor if required)  + Request and ensure arrival of medical records
* Mail or fax intake forms, as requested.
* Assign patients to appropriate wait list and manage wait list and encounter list including:  + Communicating with patients and families and/or referral source to support excellent customer service and update requests  + Identify people to be present at initial visit  + Notify all required parties of pending admission

Patient Charts
* Create and enter information in the electronic medical record, assuring accuracy, completeness and compliance with policies and procedures.
* Maintain and assist with documenting all patients’ interactions and support activities.

Appointment Scheduling
* Work collaboratively with providers, patients and caregivers, and other Housecall Providers staff to schedule patients based on clinical need and provider availability.
* Maintain an accurate record of planned appointments.
* Arrange family and/or caregiver attendance at appointments and interpreters, as required.

Communication
* Receive and respond to in-coming calls regarding questions for potential new patients.
* Work collaboratively with internal and external teams to ensure excellent communication and continuity of care.
* Direct information including complaints and clinical information to other staff members as relevant.
* Maintain and assist with documenting all patients’ interactions and support activities.

Essential Department and Organizational Functions
* Maintain patient/family and staff confidentiality in compliance with HIPAA laws.
* Practice within the scope of license, certification or registration, where applicable, and as required by law and regulation.
* Develop and maintain professional boundaries with all patients/family/caregivers.
* Maintain agreed upon work schedule and meet deadlines for completion of work.
* Serve as an ambassador for Care Oregon and Housecall Providers at all times.
* Demonstrates cooperation and teamwork and maintains collaborative relationships with all levels of staff and community partners.
* Participate in orientation of new employees, volunteers or students seeking experience, as requested.
* Attend staff and mandatory in-services meetings, as required.
* Participate in ongoing education and assume responsibility for updating professional skills
* Familiar and comfortable with a person-centered approach to communication, education and care planning.
* Maintain patient and personal safety regarding occupational health and safety and participates in safety program, as requested.
* Participates in performance improvement efforts to continually assess and improve quality of care, as requested.
* Provide back up for other intake and scheduling specialists, as required.
* Perform other duties, as assigned.###
** Experience and/or Education
** Required* Minimum 3 years’ experience in some aspect of the medical field, including experience with medical records system Preferred
* Experience in a primary care clinic, home health, or hospice setting
* Minimum 1 year’ experience in customer service## Knowledge,

Skills and Abilities

Required Knowledge
* Knowledge of medical terminology
* Detailed understanding of electronic medical record systems and the ability to integrate updates to those workflows on a regular basis
* Knowledge of HIPAA privacy rules and regulations

Skills and Abilities

* Strong computer skills, including working knowledge of Microsoft Office system
* Excellent customer service skills, including the ability to interact professionally, patiently, and courteously with staff, patients, families and vendors over the phone and in person
* Excellent interpersonal skills
* Ability to work both independently and collaboratively
* Ability to take initiative and utilize innovative techniques and ingenuity
* Ability to interact with various…
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