Jobs and Careers
PR

Team Lead, Intake Specialist - Infusion

PromptCare
New Providence, United Statesfull_timeVerifiedPosted 4 Apr 2025

About the role

Description

Promptcare is seeking a dedicated and experienced Team Lead, Intake Specialist. As a Team Lead, your role involves guiding a team of intake specialists to facilitate the seamless onboarding of new clients. Your primary responsibility is to oversee the daily admission of patients into PromptCare’s services, ensuring that all processes are completed accurately, promptly, and in full compliance with relevant laws, regulations, and company policies. This position requires strong clinical expertise, a focus on customer and patient service, and the ability to work collaboratively with a dedicated team of customer service representatives, insurance authorization specialists, and reimbursement personnel. Join our team and contribute to making a positive impact on our community! To learn more about our company, please visit  PromptCare In-home Respiratory and Infusion 


Reports to: Director of Intake Development & Special Projects  

Job Type: Full-time, 40 hours per week, hybrid schedule, Mon-Fri

Location: New Providence, NJ


Requirements

  • High School Diploma or equivalent. Associate degree or some college preferred
  • Previous experience working with insurance companies and healthcare professionals (physicians, nurses, etc.) is required
  • Previous experience with specialty pharmacy patient admissions and customer service in a similar referral source-based practice setting is required 
  • IVIg case management experienced is strongly preferred
  • Must have strong PC skills, especially the MS Office suite. Previous experience with the pharmacy order processing system, CPR+, is a major advantage (although training will be provided)


Job Responsibilities, included but not limited to:

  • Lead a team of intake specialists to ensure the timely and accurate intake of new clients
  • Develop and implement intake processes and procedures to improve efficiency and accuracy
  • Train and mentor new intake specialists to ensure they are equipped with the necessary skills and knowledge to perform their duties effectively
  • Monitor and evaluate the performance of the intake team to identify areas for improvement and implement corrective actions
  • Collaborate with other departments to ensure a seamless transition of clients from intake to service delivery
  • Maintain accurate and up-to-date records of client information and ensure compliance with data protection regulations
  • Provide excellent customer service to clients and ensure their needs are met in a timely and professional manner
  • Obtains initial patient referral admission data and documents 
  • Notifies appropriate staff of all pending referrals and patient admissions 
  • Enters new patient information into the order processing system 
  • Generates and tracks forms (e.g., LMN, AOB, Consent for Treatment) until all pertinent documentation is received
  • Consistently updates patient and clinical information in the order processing system 
  • Manages patients on the master log every day and forwards to appropriate staff 
  • Performs insurance verification and case management negotiations for patient onboarding 
  • Proactively researches and resolves issues impacting benefit coverage and revenue optimization
  • Performs medical /pharmacy benefit verification requiring complex decision skills based on payer and process knowledge resulting in on boarding or case determined a “no go”
  • Contacts benefit providers to gather policy benefits/limitations
  • Coordinates and ensures services provided will be reimbursable (e.g., deductible amounts, co-payments, effective date, levels of care, authorization, etc.)
  • Communicates with patients regarding Welcome and Financial call information
  • Directly interfaces with external clients and obtains initial authorization 
  • Works closely with the billing department for re-authorizations or billing needs, etc. 
  • Accepts other duties as assigned


Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and listen. The employee is required to occasionally walk, and bend or stand as necessary. This position requires the ability to occasionally open filing cabinets, lift office products and supplies of 25 pounds but no more than 35 pounds.


Benefits & Perks 

  • Comprehensive Medical, Dental, and Vision Package
  • 401(k) Plan with Company Match
  • Generous PTO: Vacation, Sick Time, Personal Days, and Paid Holidays
  • Life Insurance: Standard cover

Apply for this role

Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.

Apply Now →Generate Application Kit

Free account required — sign up in 30s

Company

PromptCare

View company profile →