Intake Specialist

The Intake Specialist serves as the first point of contact for processing referrals and service requests related to medical, behavioral health, and long-term care services. This role involves gathering detailed client and provider information, verifying insurance coverage, and coordinating communication with internal teams and external stakeholders. The ideal candidate is highly organized, detail-oriented, and skilled in customer service and healthcare administration. Must be a DC resident.

Responsibilities:

Receive and process incoming referrals via phone, email, fax, and web portals

Accurately enter client demographic, clinical, and service information into secure databases

Verify patient insurance coverage through online systems or direct communication with payers (e.g., Medicaid, Medicare, private insurers)

Document policy information including co-pays, deductibles, coverage limitations, and prior authorization requirements

Communicate clearly with providers, case managers, and clients regarding required documentation and next steps

Triage referrals appropriately and escalate urgent cases to clinical or supervisory staff

Collaborate with interdisciplinary teams to ensure timely response and resolution of service requests

Monitor and follow up on incomplete referrals or insurance verifications to ensure continuity of care

Maintain confidentiality and compliance with HIPAA and Comagine policies

Support quality improvement activities and participate in staff meetings and training sessions