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Position title
DME Intake Referral Specialist

The DME Intake Referral Specialist provides first-line communication with a variety of clients, patients, providers, and referral sources to facilitate the intake, qualification, and ordering process of durablemedical equipment (DME) and home medical equipment (HME) products, supplies, and services.

  • Maintain a working knowledge of billing, documentation, and reimbursement guidelines
    including Medicare, Medicaid, third party and contracted payers.
  • Receive and process inquiries, escalations, and referral requests by phone, fax, task, vendor portal, and email.
  • Make initial contact with patients to confirm receipt of their referral.
  • Enter patient demographic information into the appropriate software system, create sales order
    for equipment and supplies, obtain prior authorization, determine eligibility, and accurately file medical documentation.
  • Ensure all patient referrals are processed timely and accurately to enhance patient satisfaction
    and optimize client revenue.
  • Gather all necessary documentation, as it relates to payer requirements, standard operating
    procedures, and compliance programs.
  • Request appropriate medical records from clients and providers and verify all necessary
    documentation is received.
  • Contact patients when documentation received does not meet payer guidelines to provide
    updates and offer additional options to facilitate the referral process.
  • Serve as an advisor to providers when prescribing equipment and supplies to ensure
    appropriate documentation and order requirements are met.
  • Maintain accurate and detailed progress notes pertaining to all aspects of the intake process.
  • Resolve client, patient, and provider concerns and questions by identifying problems and
    coordinating appropriate corrective action.
  • Set up new referring providers in clients billing software system and verify licensure.
  • Answer inbound calls from client phone queue and return voicemails in a professional and
    helpful manner.
  • Participate in quality reviews and achieve performance results at or above the threshold
    established by leadership.
  • Maintain confidentiality of patient health information and adhere to HIPAA guidelines.
  • Conduct self in a manner reflecting credit on the company and actively promote and foster
  • Provide exceptional customer service to clients, patients, and providers through friendly, caring,
    informative and professional interactions.
  • Perform other duties as assigned by management.
  • Possess in-depth knowledge of the DME/HME industry, including the intake process,
    documentation, billing, compliance, performance management and medical terminology.
  • Ability to perform with a high degree of independent judgement, discretion, and confidentiality; and make complex decisions within a short period of time.
  • Exceptional communication skills, both verbal and written, as well as excellent organizational skills.
  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Able to adapt to and work effectively in a fast paced and changing environment with multiple priorities.
  • Must be able to work independently with minimal supervision and produce timely and accurate work
  • Strong knowledge of computer functions and basic Microsoft Office applications.
  • Personal Accountability – Accepts responsibility for one’s actions, decisions, performance, and behaviors as well as ensuing consequences.
  • Critical Thinking and Decision Making – Utilizes tools and techniques critical to the decision making process and possesses the ability to accurately analyze situations and reach productive decisions based on informed judgment.
  • Effective Communication – Ability to exchange ideas, thoughts, opinions, knowledge, and data so that the message is received and understood with clarity and purpose.
  • Initiative – Ability to assess a situation and independently take action to address it; willingness to seek out work and the drive to accomplish goals.
  • Interpersonal Relationships – Understanding of techniques used to develop and maintain effective relationships with others and work in a constructive and collaborative manner.
  • Active Listening – Listens attentively with genuine interest to a speaker, understands what they’re saying, responds and reflects on what is being said, and retains the information.
  • Planning and Organizing – Proactively plans and establishes priorities and effectively utilize both time and resources to achieve important goals and objectives.
  • Teamwork – Ability to collaborate with others to achieve a common goal or complete a task in the most effective and efficient way.
Job Benefits
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • 401(k)
  • Disability insurance
Employment Type
Job Location
Remote work possible
Date posted
June 4, 2024
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