California Licensed Intake Specialist

Job Summary

Supporting patient access to care, the fully remote California Licensed Intake Specialist will coordinate referrals, review clinical documentation, and ensure services are set up accurately and efficiently while collaborating with patients, providers, and internal teams.

Key responsibilities

• Review medical records and payer guidelines to determine patient eligibility and compliance prior to service delivery
• Communicate with patients about financial responsibilities and collect payments as needed, documenting interactions accurately
• Work with referral sources and clinical teams to obtain complete documentation and ensure timely care delivery

Required qualifications

• One (1) year of relatable work experience required
• High School Diploma or Associate's degree in a relatable field or equivalent work experience required
• Experience in management, administrative roles, or customer service preferred but not required
• Proficient computer skills, including Microsoft Office and healthcare systems
• Ability to work independently while following established procedures and directives