Intake Coordinator

Intake Coordinator

We are seeking an organized, dependable, and detail-oriented Intake Coordinator to support patient intake, daily office operations, clinical coordination, and basic human resources tasks. The ideal candidate will be comfortable managing multiple responsibilities, communicating with patients and healthcare professionals, and working within several computer systems.

• Collect patient information, including name, date of birth, contact information, Social Security or Medicare number, code status, and important alerts.
• Verify insurance benefits and create accurate patient charts.
• Request medical records and follow up on missing intake documents.
• Create patient profiles in communication, pharmacy, medical equipment, and clinical documentation systems.
• Coordinate and order necessary durable medical equipment.
• Upload all patient records and documents into the electronic medical record.
• Keep the clinical team updated throughout the intake process.

• Answer incoming calls and route messages to the appropriate team member.
• Manage office phone coverage as assigned.
• File, scan, fax, and organize paperwork.
• Update shared calendars, documents, spreadsheets, maps, and tracking reports.
• Prepare and send documents through Docu Sign.
• Assist with productivity reporting, office projects, and basic social media tasks.

• Track new-hire progress through the onboarding process.
• Complete reference checks and initiate background checks.
• Assist with recruiting, reviewing applicants, and scheduling interviews.
• Help gather and review information needed for biweekly payroll.

• Send physician orders after confirming they have been signed.
• Process referrals for services such as podiatry, ophthalmology, physical therapy, occupational therapy, and speech therapy.
• Contact medical equipment vendors regarding broken, missing, or no-longer-needed equipment.
• Print, fax, and distribute medication lists and other clinical documents.