Patient Intake Specialist, Customer Service

🔥 0 minutes ago

🇵🇭 Philippines – Remote

⏰ Full Time

🟢 Junior

💝 Customer Support

🚫👨‍🎓 No degree required

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Sourcefit

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

📣 Marketing

📦 Logistics

🏥 Healthcare

Marketing • Logistics • Healthcare

Sourcefit is a leading business process outsourcing company with headquarters in the Philippines and offices in the Dominican Republic, Armenia, Madagascar, and South Africa. Founded in 2009, Sourcefit specializes in providing custom offshore and nearshore staffing solutions across various industries including IT, Finance, Healthcare, Retail, and more. They focus on offering efficient and cost-effective BPO services such as telesales, customer support, content moderation, IT support, web development, and more. Sourcefit is committed to building long-term value for organizations through customized, efficient, and integrated offshore staffing solutions.

📋 Description

• Serve as the primary point of contact for new patient inquiries and intake follow-up through phone and email • Conduct structured intake and collect patient demographics, contact and shipping details, clinical qualifiers, ordering provider information, insurance information, and other required data • Explain intake processes, timelines, documentation requirements, and next steps • Identify intake barriers, including missing documents, incomplete information, or unclear provider details, and take appropriate follow-up action • Maintain clear case notes and accurate status updates for internal visibility • Collect and accurately record U.S. payer, policy, subscriber, and coverage details • Support eligibility and benefits verification, coverage review, and prior authorization workflows • Coordinate with insurance verification, prior authorization, billing, and operations teams to move cases toward order readiness • Respond to missing-information requests and escalate complex or time-sensitive insurance issues • Support recurring monthly medical supply orders and related service needs • Assist with order status, shipping and delivery concerns, insurance questions, documentation requests, and patient payments • Communicate respectfully and patiently with elderly patients, caregivers, adult children, and other family members • Complete timely follow-up to support intake-to-fulfillment and reduce patient drop-off • Use approved scripts while maintaining natural, friendly, conversational communication • Ensure intake records and supporting documents are complete, accurate, organized, and stored correctly • Document patient interactions, outcomes, follow-up commitments, and case updates • Monitor assigned queues and drive case progression while meeting service, quality, and cycle-time expectations • Follow privacy, information security, patient data, and professional conduct policies • Participate in training, quality calibration, coaching, and continuous improvement activities • Identify recurring patient or process issues and provide constructive feedback to leadership

🎯 Requirements

• At least 1 year of experience in patient facing healthcare customer service, patient intake, medical office administration, durable medical equipment (DME), or a similar U.S. healthcare support role • Working knowledge of U.S. health insurance terminology, eligibility and benefits, coverage, and prior authorization concepts • Experience with Medicare and Medicare Advantage is strongly preferred • Comfort handling frequent phone conversations with patients, caregivers, and family members • Strong verbal and written English communication skills, with a friendly, patient, empathetic, and conversational style • Ability to explain insurance, documentation, and process requirements in clear and simple language • Excellent attention to detail, organization, follow up, case documentation, and time management skills • Ability to manage multiple active cases in a fast-paced environment while meeting service and quality expectations • Experience supporting recurring medical supplies, order coordination, shipping concerns, or payment collection is preferred • High school diploma or equivalent is required • Professionalism, integrity, discretion, and a strong commitment to delivering an exceptional patient experience

🏖️ Benefits

• Work from home • Follows US holiday schedule