Lead, Intake Specialist

Company: AdaptHealth
Location: Bonita
Posted on: April 6, 2026

Job Description:

AdaptHealth Opportunity – Apply Today! At AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives – out of the hospital and in their homes. We are actively recruiting in your area. If you are passionate about making a profound impact on the quality of patients’ lives, please click to apply, we would love to hear from you. Lead, Intake Specialist The Lead, Intake Specialist has a broad range of responsibilities including accurate and timely data entry, understanding, and selecting inventory and services in key databases, communicating with referral sources, and appropriately utilizing technology to notate patient information/communication. Schedules can vary based on the need of the branch. A Lead, Intake Specialist demonstrates advanced or expert knowledge, skills, and abilities as an Intake Specialist. Job Duties: Enters referrals within allotted timeframe as established; meets productivity and quality standards as established. Communicates with referral sources, physician, or associated staff to ensure documentation is routed to appropriate physician for signature/completion. Accurately enters referrals into appropriate system based on the type of referral obtained. Works with local branch leadership to ensure appropriate inventory/services are provided. Assists with other regional team functions, as necessary. Communicates with non-Medicaid patients regarding their financial responsibility, collects payment and documents in patient record accordingly. Follows company philosophies and procedures to ensure appropriate shipping method utilized for delivery of service. Answers phone calls in a timely manner and assists caller. Reviews medical records for non-sales assisted referrals to ensure compliance standards are met prior to a service being rendered. Demonstrates expert knowledge of payer guidelines and reads clinical documentation to determine qualification status and compliance for all equipment and services. Works with community referral sources to obtain compliant documentation in a timely manner to facilitate the referral process. Contacts patients when documentation received does not meet payer guidelines, provide updates, and offer additional options to facilitate the referral process. Works with sales team to obtain necessary documentation to facilitate referral process, as well as support referral source relationships. Navigates through multiple online EMR systems to obtain applicable documentation. Works with verification team to ensure all needs are met for both teams to provide accurate information to the patient and ensure payments. Leads special projects or assignments and delegates responsibilities to others. Mentors other within the department. Trains new employees. Demonstrates “lean thinking” for process improvement (e.g. eliminating waste in processes). Competency, Skills and Abilities: Ability to appropriately interact with patients, referral sources and staff. Decision Making Analytical and problem-solving skills with attention to detail Strong verbal and written communication Excellent customer service and telephone service skills Proficient computer skills and knowledge of Microsoft Office Ability to prioritize and manage multiple tasks Solid ability to learn new technologies and possess the technical aptitude required to understand flow of data through systems as well as system interaction Effective at developing relationships Conflict resolution skills Team leadership skills Requirements Minimum Job Qualifications: High School Diploma or equivalency Three (3) years’ work related in health care administrative, financial, or insurance customer services, claims, billing, call center or management regardless of industry is required. Exact job experience is considered any of the above tasks in a Medicare certified HME, IV or HH environment that routinely bills insurance. AdaptHealth is an equal opportunity employer and does not unlawfully discriminate against employees or applicants for employment on the basis of an individual’s race, color, religion, creed, sex, national origin, age, disability, marital status, veteran status, sexual orientation, gender identity, genetic information, or any other status protected by applicable law. This policy applies to all terms, conditions, and privileges of employment, including recruitment, hiring, placement, compensation, promotion, discipline, and termination.

Keywords: AdaptHealth, Cathedral City , Lead, Intake Specialist, Healthcare , Bonita, California