Intake Associate

Description

About HealthFlex: Looking to make a difference? Join a team founded by nurses, where empathy is our driving force. At our agency, we believe healing happens best in the comfort of home, allowing patients and their families to cherish their time together. As one of the nation's largest privately owned agencies, we're dedicated to serving communities across the San Francisco Bay Area, North Bay, Central Valley, and the Greater Sacramento Area. If you're passionate about delivering exceptional care and making a meaningful impact, we'd love to have you on board.

Position Summary:  The Intake Associate plays a crucial support role in the home health intake process by assisting Intake Coordinators with administrative tasks. This position ensures smooth and efficient patient onboarding by handling data entry, scheduling, and follow-ups. The Intake Associate also conducts welcome calls after completing customer service and expectation training, helping to provide a seamless patient experience.

Essential Duties and Responsibilities:

This section describes the essential functions of this role; however, this is not intended to be all-inclusive. Other duties may be assigned as necessary. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of this job.

Administrative Support:

• Assist Intake Coordinators with daily tasks to facilitate efficient patient intake and scheduling.
• Perform accurate and timely data entry in Salesforce, Electronic Medical Records (EMR) systems and logs.
• Maintain organized records of patient referrals and admissions.

Patient Engagement & Communication:

• Conduct welcome calls to newly referred patients.
• Provide a warm and informative introduction to home health services, addressing any initial questions.
• Communicate with referral sources, patients or family members to gather any missing or additional information needed for patient intake.

Scheduling & Coordination:

• Assist in plotting and scheduling initial patient visits. 
• Communicate with clinical teams to ensure timely scheduling and visit confirmations.

Flexibility & Support:

• Provide coverage in various intake-related areas as needed.
• Adapt to workflow changes and support Intake Coordinators in meeting department goals.

Locations: We are hiring for the following locations: Burlingame, San Jose, Oakland, Fairfield, and Sacramento Offices.

Compensation and Benefits:

• Compensation is determined by the following factors; experience, knowledge, skills, location, as well as internal equity and alignment with market data.
• We offer a variety of health plans to meet your needs; including HSA and FSA options
• Health benefits are inclusive of dependent coverage, medical, dental and vision
• Generous PTO and Paid Holidays so you can enjoy a work/life balance
• Healthy 401K matching and participation begins after 90 days of employment
• Access to Relias our learning platform where you can obtain free CEU courses
• Employee Assistance Program 
• Rewards program where points are redeemed for gifts of choice
• Other perks such as Pet Insurance and discounts to a variety of services 

Acknowledgements and Awards:

7 time winner of “Best & Brightest Places to Work” 

6 time winner of “Inc 500 Fast Growing Companies”

Winner of “Better Business Bureau Torch Award”

4.6 Star Glassdoor Rating

5 Star Medicare Quality Rating

Requirements

• One year of administrative experience in a medical setting is required.
• Strong organizational skills, attention to detail, proficiency in EHR systems, and understanding of HIPAA regulations.
• Excellent written and verbal communication skills.
• Proficiency in Google Suite and other relevant software.

Conditions:

• Ability to multi-task, balance workload, and prioritize to meet deadlines
• Must be able to complete tasks in a noisy environment
• Must be able to work in a fast-paced environment
• Must be able to adjust to constantly evolving deadlines
• Must adhere to strict deadlines
• Must be able to adhere to and apply established protocols in a timely manner
• Repeating motions that may include the wrists, hands, and/or fingers.
• Remaining in a stationary position, often standing or sitting for prolonged periods. 

HealthFlex is an Equal Opportunity Employer. It is HealthFlex’s policy to pro