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Medical Intake Specialist

icon building Company : OpsArmy
icon briefcase Job Type : Full Time

Number of Applicants

 : 

000+

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Job Description - Medical Intake Specialist

Are you a highly empathetic, fluently English-speaking professional with prior experience in Applied Behavioral Analysis (ABA) therapy for Autism care? We are seeking a dedicated Medical Intake Specialist to serve as the critical first point of contact for prospective families. Your exceptional communication skills and background in ABA will ensure a supportive and smooth entry into care.

The ideal candidate must be detail-oriented, comfortable managing a high volume of calls and data entry in Salesforce, and possess the sensitivity to empathize with families seeking critical Autism services.

Apply here: https://operationsarmy.com/application

Core Requirements & Qualifications

  • Industry Expertise: Must have prior Applied Behavioral Analysis (ABA) therapy experience for Autism care.
  • Communication: High English fluency is mandatory, along with strong phone presence and excellent communication skills.
  • Experience: 2+ years of experience in patient intake, customer service, or healthcare operations.
  • Tech Skills: Familiarity with Salesforce or similar CRM systems.
  • Preferred: Bilingual (English/Spanish) strongly preferred.
  • General: Bachelors degree or equivalent work experience preferred. Detail-oriented with excellent organizational skills.

Key Responsibilities

1. Outreach & Initial Screening

  • Make prompt outreach calls to prospective families immediately following their online inquiry.
  • Conduct comprehensive intake screenings to collect missing information and determine initial eligibility for services.
  • Provide empathetic support, serving as a trusted guide from the first family touchpoint.

2. Lead Management & Documentation

  • Accurately record and manage all intake data in Salesforce, ensuring meticulous record-keeping.
  • Convert qualified leads into opportunities for the next stage and hand off to the appropriate teams for benefits verification and authorization.
  • Manage lead lifecycle by appropriately closing out or disqualifying applications when necessary.

3. Conversion & Follow-Up

  • Proactively re-engage families who have stopped communication to ensure a strong client conversion rate.
  • Provide necessary support for after-hours and weekend intake coverage to maximize client capture rate.

4. Collaboration & Quality Assurance

  • Work closely with managers to strictly follow Standard Operating Procedures (SOPs) and Quality Assurance (QA) expectations.
  • Collaborate effectively with cross-functional teams (Clinical and Revenue Cycle Management) to ensure a smooth transition from intake to active care.

If you meet these specific requirements and are ready for a rewarding career connecting families to care, please apply today!

Apply here: https://operationsarmy.com/application

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