Billing, Communication Skills, Computer Systems, Detail Oriented, Documentation, Fax Machines, Follow Through, Healthcare, Insurance, Insurance Documentation, Medical Records, Multitasking, Organizational Skills, Patient Admissions, Patient Assessment, Physical Therapy, Scripting (Scripting Languages), Team Player
About the role
- Peak Performance Physical Therapy is looking for an organized, friendly, and detail-oriented Intake Specialist to support our new patient referral and scheduling process.
- This position plays a key role in helping new patients take the first step in their care with us. The Intake Specialist is often one of the first points of contact for new patients, referral sources, and community members, so strong communication, professionalism, and a helpful attitude are essential.
- The ideal candidate enjoys talking with people, staying organized, following through on details, and helping patients feel supported from their first phone call through their first scheduled evaluation.
What you'll do
As an Intake Specialist, you will help manage the new patient intake process from referral or inquiry through evaluation scheduling. Responsibilities include:
- Monitoring and managing incoming referrals, scripts, faxes, and online appointment requests
- Calling new patient referrals and scheduling evaluations
- Accepting incoming calls related to referrals, evaluations, and scheduling
- Collecting and entering patient information, including demographics, insurance details, referral information, and care-related information
- Creating new patient cases accurately in the system
- Verifying insurance benefits and creating benefit sheets for scheduled evaluations
- Ensuring billing and insurance information is complete before the patient’s first visit
- Updating and maintaining the Referral Log with scheduled, rescheduled, or cancelled evaluations
- Making follow-up calls to patients who have not yet scheduled
- Sorting and routing documentation from the inbound queue, including authorizations, medical record requests, electronic payments, and other patient-related documents
- Communicating with the Authorization Specialist regarding authorization needs, denials, or missing information
- Supporting patients by answering questions and educating them on Peak Performance Physical Therapy services
- Assisting the Front Desk team when needed
- Sending weekly referral updates and maintaining accurate referral tracking
Qualifications
We are looking for someone who is:
- Friendly, professional, and comfortable speaking with patients by phone
- Highly organized and able to manage multiple tasks throughout the day
- Detail-oriented, especially with patient information, insurance verification, and documentation
- A strong communicator with excellent phone etiquette
- Reliable, consistent, and able to follow through on daily, weekly, and monthly responsibilities
- Comfortable working in a fast-paced healthcare setting
- Able to maintain a positive and supportive patient experience
- Team-oriented and willing to help where needed
- Confident using computer systems, logs, and documentation tools
If you are looking for a meaningful administrative role in a patient-focused healthcare environment, we would love to connect with you.
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Peak Performance Physical Therapy