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Intake Specialist

UMass Memorial Health
United States, Massachusetts, Southbridge
Mar 28, 2025
Are you an internal caregiver, student, or contingent worker/agency worker at UMass Memorial Health? CLICK HERE to apply through your Workday account.

Exemption Status:

Non-Exempt

Schedule Details:

Monday, Thursday, Tuesday, Wednesday

Scheduled Hours:

11:00am-8:00pm

Shift:

2 - Evening Shift, 10 Hours (United States of America)

Hours:

40

Cost Center:

25080 - 4263 Outpatient Mental Health Svcs

This position may have a signing bonus available a member of the Recruitment Team will confirm eligibility during the interview process.

Everyone Is a Caregiver

At UMass Memorial Health, everyone is a caregiver - regardless of their title or responsibilities. Exceptional patient care, academic excellence and leading-edge research make UMass Memorial the premier health system of Central Massachusetts, and a place where we can help you build the career you deserve. We are more than 16,000 employees, working together as one health system in a relentless pursuit of healing for our patients, community and each other. And everyone, in their own unique way, plays an important part, every day.

Reporting to the Operations Manager, the Intake Specialist performs the day-to-day clerical functions needed to support the
clinical operations of the department. This includes, but not limited to, heavy telephone intake, patient registration, booking
appointments, obtaining client data, identification, and insurance cards, typing correspondence, and managing phone & foot
traffic, monitoring, tracking, troubleshooting, and resolving problematic issues to ensure accuracy and completeness of patient
accounts. Adheres to Managed Care Insurance requirements & procedures. Responsible for verifying and/or obtaining initial
authorizations for services for new patients and verifying authorizations & current insurance coverage for existing patients.
He/she responds to & resolves billing and insurance related inquiries from clients, therapists, and doctors to ensure all
necessary authorizations are in place and accurate. He/she researches and follows-up on outstanding problematic accounts to
expedite collection activities. He/she reviews and processes all necessary Prior Approval forms and tracks their status. He/she
is also responsible for the verification of charge entry and Revs. He/she will monitor and correct Clinician and Provider charge
entry as well as enter missing Diagnosis as needed. This position participates fully in shared office tasks, including but not
limited to: receiving visitors, scheduling appointments, reception duties and filing. Provides back-up coverage for other support
staff and assists with coverage for other sites as needed. The Intake Specialist is required to collect co-payments, open and
close a cash drawer, and balance his/her drawer on a daily basis. He/she is required to work with patients to book follow up
appointments and with clinicians to reschedule or cancel patients when requested. Attends all staff meetings & trainings.
He/she assists in the training of new personnel, and any other task as requested by Operations Manager.

I. Major Responsibilities:
1. Understands and operates completely the clinic's multi-line telephone system and processes the front desk accordingly
2. Has sufficient knowledge to provide coverage for other members of the Business office.
3. Takes accurate telephone messages and demonstrates good judgment in screening and routing calls.
4. Demonstrates a complete understanding & ability to apply client registration policies & procedures.
5.Routinely follows through on scheduling change requests including but not limited to blocks due to time off or meetings, schedule time changes from providers.
6. Routinely contacts patients with any changes or cancellations to appointments and follows-up as needed.
7. Provides prompt, courteous, and accurate customer service with patients, co-workers, and administration
8. Supports administration in enforcing hospital policies and procedures.
9. Shows initiative-anticipates what needs to be done and takes action.
10. Reviews Hippa rules and required paperwork; verifies proper release is on file; obtains all signatures needed for medical records.

Standard Staffing Level Responsibilities:
1. Complies with established departmental policies, procedures and objectives.
2. Attends variety of meetings, conferences, seminars as required or directed.
3. Demonstrates use of Quality Improvement in daily operations.
4. Complies with all health and safety regulations and requirements.
5. Respects diverse views and approaches, demonstrates Standards of Respect, and contributes to creating and maintaining an environment of professionalism, tolerance, civility and acceptance toward all employees, patients and visitors.
6. Maintains, regular, reliable, and predictable attendance.
7. Performs other similar and related duties as required or directed.

All responsibilities are essential job functions.

II. Position Qualifications:

License/Certification/Education:
Required:
1. High School diploma with emphasis on business related courses.
2. One year advanced education and training in the business/secretarial/medical field or equivalent experience.

Preferred:
1. Bi-lingual in English and Spanish is a plus

Experience/Skills:
Required:
1. At least 2 years of office experience.
2. Included in such experience must be typing 40 wpm and handling high volume telephones.
3. Must be able to multitask and maintain a calm demeanor.
4. Must possess a sound knowledge of business systems and office procedures.
5. Excellent customer service skills.
6. Must be a team player.

Preferred:
1. Meditech and Allscripts a plus.

Unless certification, licensure or registration is required, an equivalent combination of education and experience which provides proficiency in the areas of responsibility listed in this description may be substituted for the above requirements.

Department-specific competencies and their measurements will be developed and maintained in the individual departments. The competencies will be maintained and attached to the departmental job description. Responsible managers will review competencies with position incumbents.

III. Physical Demands and Environmental Conditions:

On-the-job time is spent in the following physical activities:
1. Stand - 1/3 to 2/3
2. Walk - 1/3 to 2/3
3. Sit - 2/3
4. Talk or hear - 2/3
5. Uses hands to finger, handle or feel - 2/3
6. Push/pull - 1/3
7. Stoop, kneel, crouch or crawl - 1/3
8. Reach with hands and arms - 1/3

This job requires that weight be lifted, or force be exerted:
1. Up to 10 pounds - 2/3
2. Up to 25 pounds - 1/3

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

We're striving to make respect a part of everything we do at UMass Memorial Health - for our patients, our community and each other. Our six Standards of Respect are: Acknowledge, Listen, Communicate, Be Responsive, Be a Team Player and Be Kind. If you share these Standards of Respect, we hope you will join our team and help us make respect our standard for everyone, every day.

As an equal opportunity and affirmative action employer, UMass Memorial Health recognizes the power of a diverse community and encourages applications from individuals with varied experiences, perspectives and backgrounds. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, gender identity and expression, protected veteran status or other status protected by law.

If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at talentacquisition@umassmemorial.org. We will make every effort to respond to your request for disability assistance as soon as possible.

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