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Patient Intake & Care Coordinator Lead

🔥 12 hours ago

🇺🇸 United States – Remote

⏰ Full Time

đźź  Senior

đź‘» Ghost score 25%

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Logo of The Hello Team

The Hello Team

1001 - 5000 employees

Founded 2021

🏥 Healthcare

🛡️ Insurance

📦 Logistics

Healthcare • Insurance • Logistics

The Hello Team is a B2B provider of structured offshore hiring and managed workforce solutions. They recruit, hire, and operate dedicated nearshore and offshore teams across 30+ countries, offering remote staffing, BPO services, answering services, and call center build-outs with on-the-ground recruiting, U. S. -based operational oversight, training, and real-time workforce management. The company emphasizes accountability, performance monitoring, and cultural alignment for clients in healthcare, insurance, real estate, professional services and other sectors.

đź“‹ Description

• Manage inbound patient inquiries and convert leads into scheduled evaluations • Serve as the primary point of contact for patients from initial inquiry through treatment completion • Answer inbound calls from prospective and active patients • Respond to emails and messages in a timely, professional manner • Explain services, treatment processes, and next steps clearly • Schedule appointments and maintain accurate calendars • Verify insurance eligibility and benefits • Complete and submit prior authorization and pre-authorization requests • Gather documentation supporting medical necessity • Follow up with insurance payers to obtain approval status • Track authorization approvals, denials, and expirations • Communicate coverage details and financial responsibility to patients • Coordinate scheduling and documentation needs with medical providers • Ensure intake forms and consents are completed • Maintain accurate documentation in CRM/EMR systems • Follow up regarding missing documentation or authorization updates • Support continuity of care through proactive communication • Follow up on missed calls and unconverted leads • Track active and pending cases • Conduct check-ins with active patients • Re-engage patients who discontinue or pause treatment • Initially perform hands-on intake, insurance verification, and care coordination duties • Potentially help train, mentor, and eventually lead a team • Perform other related tasks

🎯 Requirements

• Excellent English communication skills (verbal and written) • Experience in U.S. medical office administration, patient intake, or healthcare coordination • Comfortable handling phone-based communication with patients • Experience using CRM, EMR, or EHR systems • Strong organizational skills and ability to manage multiple cases simultaneously • Previous leadership, supervisory, mentoring, or team training experience • Strong leadership potential and interest in managing a team in the near future • Must be comfortable making and receiving calls to/from patients and insurance companies • Must maintain HIPAA compliance and confidentiality standards • Must demonstrate professionalism, empathy, and strong follow-through • Proven ability to meet deadlines consistently in a fast-paced environment • Comfortable working within structured processes and established workflows • Ability to quickly learn new systems, software, and workflows • Proficiency with Microsoft Office (Word, Excel, Outlook), and standard business tools (email, spreadsheets, document management) • Out-of-the-box thinker, highly adaptable, reliable, self-motivated, and confident approach • Positive attitude and the ability to learn and adapt quickly • Ability to understand and follow established processes accurately with minimal supervision • Ability to work U.S. Eastern Time (New York) business hours and adapt to business needs • Interested in long-term career opportunities • Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet • Preferred: Experience in behavioral health or psychiatry • Preferred: Experience working with U.S.-based healthcare organizations • Preferred: Experience in consultative phone sales or lead conversion • Preferred: Experience completing insurance verifications and prior authorizations • Preferred: Strong understanding of U.S. commercial insurance processes • Preferred: Experience improving processes, workflows, or operational efficiency

🏖️ Benefits

• 100% remote work • Full-time position with 40 hours weekly • Great work environment with potential for growth • Clear path to a Team Lead role based on performance • Long-term opportunity • Potential to help train, mentor, and eventually lead a team

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