Job Summary

The Intake Specialist at People First BPO is responsible for managing incoming patient referrals for homecare healthcare clients based primarily in the United States. This role serves as the first point of contact in the patient onboarding process, ensuring accurate data collection, insurance verification, and timely coordination of services while delivering a high standard of customer service.

Key Responsibilities

• Receive and process patient referrals from hospitals, physician offices, and partner healthcare providers

• Accurately enter patient demographics, medical information, and service needs into client systems

• Verify insurance eligibility, benefits, and prior authorizations with U.S.-based payers

• Communicate with patients, families, and referral sources to obtain missing information and provide updates

• Coordinate start-of-care by scheduling initial visits and aligning with clinical teams

• Ensure all intake documentation meets client requirements and U.S. healthcare compliance standards

• Maintain organized and up-to-date records in CRM/EHR systems

• Follow up on pending or incomplete referrals to ensure timely processing

• Collaborate with internal teams (scheduling, billing, and clinical coordination) to ensure seamless service delivery

• Meet productivity, accuracy, and quality KPIs established by the company

Qualifications

• Previous experience in healthcare intake, medical administration, or BPO operations is an advantage

• Familiarity with U.S. insurance verification (Medicare, Medicaid, commercial plans) is a big Plus

• Proficiency in Microsoft Office and ability to learn multiple client systems

• Strong attention to detail and data accuracy

• Excellent verbal and written English communication skills

• Ability to multitask and work in a fast-paced, metrics-driven environment

Key Competencies

• Customer-focused mindset

• Strong organizational and time management skills

• Problem-solving and critical thinking

• Adaptability and accountability

• Team collaboration

• Confidentiality and data protection awareness