Intake Specialist

Client Navigators review, organize, and manage the process for new product placement for durable medical equipment in the home environment. Client Navigators work with and supports sales to ensure compliance and timely product deliveries as well as engaging with patients, caregivers, referral sources and payers daily.

Duties:

• Begins Intake processing by reviewing records and documentation from the referral and ensures all information is entered into Brightree correctly.

• Performs insurance verification and enters product order into billing system (Brightree).

• Obtains additional data from the field or referral source as needed.

• Manages and maintains proper and timely notes in Brightree for each order.

• Communicates order status with Therapy Consultant, Referral Source and patient as needed.

• Creates Practitioner Note for each pending order.

• Generates delivery tickets to technicians. Uploads all documents to Brightree and closes out the patients order upon delivery confirmation.

• Follows clinical and compliance guidelines to maximize reimbursement and minimize potential loss or denials.

• Identifies new potential contract opportunities with payer partners

• Provides excellent customer service to all incoming callers.

• Works on additional projects as given them by their supervisor/Team Lead.