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Role Description

We are seeking a detail-oriented and compassionate New Patient Intake Coordinator to join our Senior Living team. This role is crucial in ensuring a smooth and welcoming onboarding experience and scheduling an initial visit telephonically for new patients and family members. The coordinator will handle:

• Patient registration
• Collecting and verifying necessary forms
• Building electronic health records (EHR) charts
• Scheduling initial visits
• Answering billing and insurance coverage questions
• Managing patient portal access
• Overseeing general inquiries via email and phone

The ideal candidate is organized, customer service-focused, and knowledgeable about insurance coverage and benefits.

Qualifications

• High school diploma required; associate or bachelor’s degree in a related field is a plus.
• Previous experience in healthcare administration, medical reception, or patient services preferred.
• Strong understanding of insurance coverage, including verifying patient eligibility, explaining benefits, and addressing common billing inquiries.
• Proficient with EHR/EMR systems and web-based applications; portal experience a plus.
• Excellent verbal and written communication skills.
• Patient-focused with a friendly and professional demeanor.
• Strong organizational skills to accurately manage patient information.
• Ability to manage multiple responsibilities in a demanding environment.

Requirements

• Greet new patients and guide them through the onboarding process.
• Collect and review patient intake forms for accuracy and completeness.
• Obtain necessary medical and insurance documentation.
• Review eligibility and coverage with patients.
• Schedule initial establishing care appointment.
• Create new patient profiles in electronic health records (EHR).
• Ensure accurate data entry, including medical history and demographic information.
• Follow up with patients for any missing or additional information.
• Answer patient questions related to billing, insurance coverage, and payment options.
• Work with billing staff to resolve insurance and payment concerns.
• Send patient/POA guide to access the patient portal and features medical records.
• Direct inquiries to the appropriate department or team member as needed.
• Maintain clear and professional communication with patients and external contacts.
• Adhere to HIPAA and all relevant privacy regulations.
• Maintain patient confidentiality and manage sensitive information with professionalism.
• Ensure compliance with internal policies and industry standards.

Benefits

• Opportunity to make a meaningful impact on the senior healthcare landscape.
• Join a rapidly growing company recognized on Inc. magazine’s prestigious Inc. 5000 list.
• Be part of a team dedicated to transforming senior housing and ensuring high-quality care for seniors.