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Intake Specialist

Medix Mount Oliver Full-Time
$16.00/ hour
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The Intake Specialist is a part of the Funding Group. They will take the patient's info, enter the data into the system, call the insurance company and verify the information. It is mainly a data entry role and routine work.

The intake specialist works directly with the insurance companies to verify client eligibility and prepare prior authorization documents for submittal and approval. This position also ensures that department mail, e-mails and new funding requests are filed correctly and forwarded to the appropriate teams.

The intake specialist is responsible for data entry of customer files into the funding database and organization and intake of new funding requests.


  • Receive equipment request from Field Sales Consultants, SLPs or family members for equipment and contact insurance company to verify eligibility
  • Monitor incoming funding e-mails and new requests
  • Label, store and organize funding documents within the document database
  • Enter case and demographic information into database and transfer request to Funding Consultant for review and/or processing
  • Contact insurance company to verify eligibility, benefit coverage, and prior authorization requirements
  • Research third party insurance requirements in order to complete prior authorization forms correctly
  • Prepare prior authorization forms and submit documents to insurance company for approval
  • Communicate status of new orders with members of the sales team, clients and Speech and Language Pathologists via e-mail
  • Meets established goals and expectations successfully
  • Perform various other tasks as assigned
Insurance verification experience preferred 1-2 yrs Data Entry experience necessary Associates Degree preferred

Recommended skills

Patient Information Leaflet
Prior Authorization


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Launched in 2001, Medix was built on the principle of becoming a leading provider of workforce solutions for clients and candidates across the Healthcare, Scientific and Information Technology industries. As we grow and evolve, we recognize our differentiation lies not just in traditional staffing, but in true partnerships and collaboration on hiring solutions.

We bring value to our talent by helping them identify their individual skills and aptitudes, matching them with opportunities to excel and creating communities where they can foster their skills and always have a trusted partner in their career.

In supporting our clients, we understand that each organization and culture is unique, and we thrive in collaborating with our clients to provide innovative solutions to suit their specific needs.

The root of our growth and continued success stems from not only our loyal clients and talent, but the dedication of our people. Medix takes great pride in our teammates and the culture we built together as an organization. We promote an environment that rewards the hard work and perseverance necessary to solve the unique needs of our clients and talent. The Medix family might span across the country, but our team is tightly united around our core purpose, core values and our mission to provide superior service to our customers.

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