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 accurate service setup while navigating insurance requirements and confirming eligibility.

Key responsibilities

• Review medical records and payer guidelines to determine patient eligibility and compliance prior to service delivery
• Communicate with patients regarding financial responsibilities and collect payments as needed
• Work with referral sources and clinical teams to obtain complete and compliant documentation for timely care

Required qualifications

• One (1) year of relatable work experience required
• High School Diploma or Associate's degree in a relevant field, or equivalent work experience required
• Experience in management, administrative, clerical, insurance, billing, claims, call center, or customer service preferred
• Experience within a healthcare organization or medical supply environment is a plus
• Proficient computer skills, including Microsoft Office and healthcare systems