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Intake Specialist / Referral Coordinator

Job Description - Intake Specialist / Referral Coordinator

  • Job Summary
  • The Intake Specialist is the primary point of entry for all patients and referral sources at Breakthrough Healthcare. You will manage the end-to-end referral process—from the initial phone call to the verified Start of Care (SOC). This role requires a "detective" mindset to ensure insurance is verified correctly, MBIs are captured accurately, and clinicians are scheduled for timely admissions.
  • Core Responsibilities
    1. Referral Management: Receive and process all incoming referrals from hospitals, physician offices, and family members.
    2. Insurance Verification: Perform rigorous eligibility checks (UHC, Medicare, Medicaid, etc.). Identify "Primary vs. Secondary" payer status and ensure MBIs are correctly entered into the system.
    3. Data Entry & Accuracy: Enter all patient demographics and clinical data into Axxess/MatrixCare with 100% accuracy to ensure clean claims.
    4. Coordination of Care: Act as the liaison between the referral source and the clinical team. Assign the appropriate RN/PT for the Start of Care (SOC) visit.
    5. Physician Orders: Track and follow up on pending physician orders (485s) to ensure they are signed and returned within regulatory timelines.
    6. Communication: Provide high-level customer service to families, explaining our services (Home Health, Hospice, and Daycare) and setting expectations for their care.
    7. Compliance: Ensure all intake activities meet HIPAA and Medicare Conditions of Participation (CoPs).
  • Qualifications & Requirements
    • Experience: Minimum of 2 years in Home Health or Hospice Intake.
    • Software Proficiency: Must be highly proficient in Axxess or MatrixCare.
    • Knowledge: Strong understanding of medical terminology and the Medicare/Medicaid billing landscape.
    • 2yrs Experience receiving and responding to referrals
    • 2yrs Experience Medicare billing, Submitting PA.
  • Compensation & Benefits
    • Hourly Rate: $20.00 – $24.00 per hour (Commensurate with experience).
    • Growth Opportunity: Key role in our expansion into Hospice and Adult Daycare.
    • Benefits: Full Medical, Dental, Vision, PTO and 401K
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