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Yale New Haven Health

Integrated hospital system with academic affiliations

Intake Specialist

Clinical Support & Patient AdministrationUpdated on Nov 10
Full-timeWaterford, CT, USANo salary listedIn-person

About the Job

Requirements

  • Four years of related work experience including scheduling and registration with a high school education, or two years of related work experience including scheduling and registration with an Associate's degree, or at least one year of scheduling and registration with a Bachelor's degree or equivalent combination of experience and education.
  • At least one year of experience in medical scheduling and registration.
  • Experience in an oncology setting or another highly complex medical setting is required.
  • Strong customer service skills and the ability to communicate effectively with patients, family members, visitors, peers, and clinical staff.
  • Strong computer skills related to scheduling, medical records, and transcription.
  • Ability to coordinate multiple tasks in a fast-paced medical office setting.
  • Ability to identify and resolve problems collaboratively and independently using critical thinking skills.
  • CHAA certification must be obtained within one year of employment.

Responsibilities

  • Serve as the first point of contact for new patients entering the Waterford Smilow Care Center and process referrals, including intake and entry of patient demographics and insurance information, compiling data for initial consultations from internal and external sources, and coordinating timely appointments with the Nurse Coordinator.
  • Record and track newly referred patients on a spreadsheet, compile statistical data, and prepare reports as directed.
  • Review referral documentation and compile pertinent patient records for the initial consultation, including history and physical, relevant laboratory and diagnostic testing, pathology reports, and other information according to physician preferences and disease-state profiles.
  • Coordinate timely consultations with the appropriate provider and schedule visits with patients or their families or caregivers.
  • Arrange required pre-visit testing within the established referral-to-consult timeframe.
  • Register accounts, compile demographic data, and ensure required insurance referrals are in place, documenting them in Epic.
  • Send new patient packets electronically or by postal mail.
  • Work with the Nurse Coordinator to orient new patients and families to the facility, visit process, and expectations for the first visit.
  • Identify additional access-to-care or financial resources and order appropriate referrals, such as navigation or financial counseling; communicate access issues to the Patient Navigator, including transportation, assistive-device, or wheelchair needs.
  • Notify referring providers of new patient consultation dates and times.
  • Respond to inquiries about new patients and scheduling or rescheduling consultations for all disease groups.
  • Place live reminder calls for all new consultations.
  • Meet performance expectations for customer service, teamwork, resource utilization, and staff and self-development as outlined in performance reviews.
  • Perform other duties as assigned or directed to ensure smooth department or unit operations.

Desired Qualifications

  • Knowledge of outpatient office, hospital, or inpatient hospital administrative support functions.
  • Ability to work as a motivated team player with strong oral and written communication skills.

About the Company

Yale New Haven Health

Integrated hospital system with academic affiliations

Yale New Haven Health is a health system that operates five hospitals (Yale New Haven, Bridgeport, Greenwich, Lawrence + Memorial, Westerly) and provides access to a wide network of primary care physicians and specialists through Northeast Medical Group and Yale Medicine. Through its affiliation with Yale University and Yale School of Medicine, it connects patients to the latest medical treatments and research. Its facilities and outpatient locations enable coordinated care across a single organization that aims to be more patient-focused, more accessible, and more cost-effective. The system delivers care by combining hospital services, primary and specialty care, and advanced clinical relationships to integrate treatment with ongoing research and clinical trials, offering patients access to innovative therapies and personalized treatment options.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
New Haven, CT
Founded
1996

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