An Intake Representative takes charge of admitting new patients and residents into the healthcare facility. The job description entails handling the necessary paperwork and verifying insurance eligibility. A well-crafted Intake Representative Resume indicates the following core duties – conducting admissions into the digital systems, performing initial evaluations to identify the needed treatment, completing admission paperwork; verifying insurance of each patient, collecting and processing co-pays; answering incoming calls; scheduling appointments; calling insurance companies to find out about coverages; and performing clerical duties such as copying, faxing and maintaining patient charts.
Job duties vary based on industry type, but the needed skills are universally common and include – strong verbal communication skills, data entry skills, time management and customer service skills; and knowledge of checking insurance eligibility and other details. Education requirements vary and can range from a high school diploma to a Master’s degree.
Objective : Dedicated Intake Representative with two years of experience in client onboarding, ensuring accuracy and compliance in patient records. Proficient in managing insurance verifications and facilitating effective communication between departments. Committed to delivering compassionate service and fostering positive relationships with clients for seamless intake processes.
Skills : Empathy, Active Listening, Attention To Detail, Communication Skills
Description :
Facilitated the enrollment of new patients, gathering essential information for accurate records.
Reviewed and processed online applications, ensuring compliance with regulatory standards.
Collected and updated primary and secondary insurance details for all patients.
Collaborated with clinical teams to expedite critical enrollments for urgent cases.
Managed the distribution of incoming lab faxes among team members to ensure timely processing.
Resolved departmental inquiries related to enrollment discrepancies and cancellations.
Maintained updated departmental instructions to streamline communication with practices.
Experience
0-2 Years
Level
Entry Level
Education
AAS Health Science
Senior Intake Representative Resume
Headline : Accomplished Senior Intake Representative with over 7 years of expertise in streamlining client onboarding and enhancing operational efficiency. Skilled in managing patient records, insurance verifications, and cross-departmental communication. Passionate about delivering exceptional service and ensuring a smooth intake experience for clients while maintaining strict confidentiality.
Delivered comprehensive information and services to administration, medical staff, and patients, enhancing operational flow.
Maintained a professional demeanor while interacting with clients and staff to promote a positive experience.
Utilized effective business communication techniques to facilitate clarity and understanding.
Safeguarded the confidentiality of 600+ patients weekly, adhering to industry standards.
Prepared patient charts for therapist visits while ensuring data security and compliance.
Exercised discretion in managing sensitive information as an EMT specialist, upholding patient trust.
Ensured compliance with HIPAA regulations to protect patient privacy.
Experience
5-7 Years
Level
Senior
Education
AAS Health Sciences
Intake Representative Resume
Objective : Motivated Intake Representative with two years of experience in client engagement and data accuracy. Skilled in processing insurance verifications and ensuring compliance with regulatory standards. Passionate about creating a welcoming intake experience and building rapport with clients to facilitate effective healthcare access.
Fielded telephone inquiries, managed documentation, and maintained organized filing systems.
Utilized software for patient data management and conducted thorough Internet research.
Validated patient and medical provider demographics to ensure accurate service delivery.
Followed established protocols to direct patients within the provider network effectively.
Generated correspondence to confirm appointments and clarify patient needs.
Tracked personal performance metrics, including patient interactions and service outcomes.
Collaborated with team members to enhance departmental efficiency and customer satisfaction.
Experience
0-2 Years
Level
Junior
Education
A.S. Health Admin.
Intake Representative Specialist Resume
Summary : With a decade of experience as an Intake Representative Specialist, I excel in optimizing patient onboarding and ensuring compliance with healthcare regulations. My expertise in managing insurance verifications and facilitating cross-departmental communication fosters seamless processes. I am dedicated to delivering empathetic service and building lasting relationships to enhance patient experiences.
Skills : 10+ Years Of Customer Service Expertise, Client Onboarding And Support, Time Management, Multitasking, Conflict Resolution, Team Collaboration
Description :
Resolve patient inquiries by connecting them with the appropriate specialty department.
Collect and update patient information to ensure accurate registration.
Manage the diabetic education scheduling program, coordinating patient appointments effectively.
Analyze and report on daily call and clinic statistics for operational insights.
Conduct initial assessments to determine client needs and eligibility for services.
Enhance client satisfaction through exceptional customer service and protocol improvements.
Participate in interviewing and training new Intake Representative candidates.
Experience
7-10 Years
Level
Management
Education
B.S. in HCA
Intake Representative Resume
Objective : Dynamic Intake Representative with 5 years of experience in optimizing client onboarding processes and ensuring compliance in healthcare operations. Expertise in managing insurance verifications and enhancing communication among departments. Dedicated to providing exceptional service to clients, fostering trust, and ensuring a smooth intake experience.
Skills : Effective Multitasking, Strong Clerical And Administrative Skills, Resourcefulness, Interpersonal Skills, Cultural Competence, Confidentiality
Description :
Initiated and managed prior authorizations for various medical services, ensuring compliance with health plan guidelines.
Cross-trained in advanced medical procedures, enhancing departmental flexibility and service delivery.
Adhered to HIPAA regulations, safeguarding patient privacy and confidentiality.
Facilitated effective communication between departments to address patient needs efficiently.
Adapted quickly to guideline changes, ensuring consistent service quality.
Monitored call schedules to ensure timely responses to client inquiries.
Assisted in processing faxes and documentation for prior authorizations as needed.
Experience
2-5 Years
Level
Entry Level
Education
AAS Health Science
Intake Representative Trainee Resume
Objective : Enthusiastic Intake Representative Trainee with two years of hands-on experience in client onboarding and patient support. Adept at conducting insurance verifications, ensuring data accuracy, and maintaining compliance with industry standards. Passionate about providing exceptional service and building strong relationships to enhance the intake experience for clients.
Skills : Data Entry Skills, Excel Proficiency, Problem Solving, Sales Skills
Description :
Facilitated client onboarding by providing triage and referrals for mental health and substance abuse inquiries.
Responded promptly to incoming calls, delivering accurate information to clients and providers.
Conducted eligibility determinations by inputting demographic and clinical data into the system.
Applied established protocols to identify cases requiring urgent clinical attention.
Coordinated referrals to mental health clinicians for authorizations of EAP services.
Gathered patient information and completed necessary documentation for insurance eligibility.
Ensured therapists had the resources needed for effective scheduling and client visits.
Experience
0-2 Years
Level
Fresher
Education
AAS Health Services
Intake Representative Resume
Headline : Proficient Intake Representative with 7 years of experience in managing patient onboarding and ensuring compliance with healthcare regulations. Adept at verifying insurance eligibility, facilitating communication across departments, and enhancing client experiences. Committed to delivering high-quality service while maintaining confidentiality and accuracy in all processes.
Managed all patient referrals, ensuring timely insurance notifications and prior authorizations.
Handled patient and physician complaints with discretion, forwarding issues to appropriate administrative staff.
Maintained inventory and distributed supplies to field staff to support operational needs.
Logged and reported essential billing information to facilitate accurate reimbursement processes.
Acted as the primary contact for incoming calls, ensuring effective communication with clients and staff.
Documented physician orders and coordinated schedules with Case Managers to optimize patient care.
Provided direct patient care as needed, demonstrating flexibility and teamwork in a dynamic environment.
Experience
5-7 Years
Level
Management
Education
AAS
Intake Representative Coordinator Resume
Objective : Results-driven Intake Representative Coordinator with 5 years of experience in optimizing patient intake processes and ensuring compliance with healthcare standards. Adept at managing insurance verifications and fostering effective communication among teams. Passionate about enhancing client experiences through compassionate service and meticulous attention to detail.
Collaborate closely with clinic staff to address patient needs efficiently.
Coordinate complex scheduling for patients, surgeons, and nursing staff.
Process insurance claims for patients, ensuring accurate registration and verification of demographic and insurance information.
Verify and update patient forms requiring signatures and arrange accommodations for special needs.
Experience
2-5 Years
Level
Entry Level
Education
B.S. Health Admin.
Intake Representative Resume
Summary : Seasoned Intake Representative with 10 years of comprehensive experience in facilitating client onboarding and ensuring regulatory compliance. Adept at managing insurance verifications and promoting effective interdepartmental communication. Committed to delivering outstanding service and enhancing patient experiences through strong relationship-building and meticulous attention to detail.
Skills : Report Generation, Patient Record Management, Customer Relationship, Organizational Skills, Follow-up Skills, Cultural Sensitivity
Description :
Process incoming faxes, collecting essential data for the pharmacy prior authorization unit.
Complete electronic data forms and prioritize routing based on urgency.
Maintain accurate pharmacy records in compliance with regulatory requirements.
Prepare and distribute communication to members and healthcare providers regarding appeals and grievances.
Conduct data entry for the membership department as needed, ensuring accuracy and confidentiality.
Research and update member information in a web-based system to enhance data integrity.
Create and manage a database for scheduling treatments for new patients, improving operational efficiency.
Experience
10+ Years
Level
Executive
Education
AAS HIT
Intake Representative Resume
Objective : Experienced Intake Representative with two years of expertise in effectively onboarding clients and ensuring precise documentation. Adept at performing insurance verifications and enhancing communication across departments. Driven to provide excellent service and create positive experiences for clients throughout the intake process.
Skills : Patient Intake Coordination, Data Entry And Management, Customer Service, Networking Skills, Research Skills
Description :
Managed a high volume of incoming and outgoing calls, ensuring timely responses to client inquiries.
Documented and maintained accurate records for new and existing client accounts in the CTSPQueue System.
Conducted follow-up calls to potential clients, enhancing engagement and service outreach.
Facilitated effective communication between departments to ensure seamless client experiences.
Processed and organized incoming mail and messages, improving overall office efficiency.
Ensured compliance with data accuracy and confidentiality in all client documentation.
Coordinated medical record requests for walk-in clients, enhancing service delivery.
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