California Licensed Intake Specialist

Job Summary

To support patient access to care, the full-time California Licensed Intake Specialist will coordinate referrals, review clinical documentation, and ensure accurate service setup in a hybrid remote environment.

Key responsibilities

• Review medical records and payer guidelines to determine patient eligibility and compliance before service delivery
• Communicate with patients regarding financial responsibilities and document interactions accurately
• 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 administrative, insurance, billing, claims, or customer service preferred
• Familiarity with healthcare organizations, pharmacies, or medical supply environments is a plus
• Proficient computer skills, including Microsoft Office and healthcare systems