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 about financial responsibilities and document interactions accurately
• Collaborate with referral sources and internal teams to obtain complete documentation and facilitate the intake process

Required qualifications

• One (1) year of relatable work experience required
• High School Diploma or Associate's degree in a related field, such as Healthcare Administration or Business Administration
• Experience in administrative, insurance, billing, or customer service roles preferred but not required
• Familiarity with healthcare organizations or medical supply environments is a plus
• Proficient computer skills, including knowledge of Microsoft Office and healthcare systems