Patient Intake Associate

Overview We are a leading provider of homecare services throughout the states of Pennsylvania and Delaware. Our mission is to provide exceptional homecare services to patients who need our help the most. We are seeking talented, passionate individuals to join our team as a Patient Intake Associate and help our patients live happier and healthier lives. What We Offer*: We Know That, To Be The Best Place For Our Patients, We Must Be The Best Place To Work For Our Employees. We Offer The Following To Our Employees Make a difference every day in the lives of those who need our help the most Competitive pay Paid on a weekly basis Medical/dental/vision/life insurance Paid holidays/PTO/401(k) match Career growth opportunities Great and collaborative work environment Work‐life balance The Patient Intake Associate supports the patient intake process by ensuring all inbound referrals are quickly contacted, accurately documented, and properly progressed through initial screening and qualification steps. This role is focused on responsiveness, accuracy, and maintaining a clean intake pipeline to support timely service initiation. Responsibilities What You Will Do: Referral Follow-Up & Outreach Conduct timely outreach to inbound patient referrals from MCOs, hospitals, and community sources Ensure same-day or rapid follow-up on all assigned referrals Maintain consistent communication with patients and referral sources as needed Initial Intake & Information Gathering Collect basic patient information including demographics, location, and service needs Support verification of eligibility and payer requirements as directed Document intake details accurately in system of record Authorization Intake Support Assist in gathering required information for authorization initiation Ensure all intake documentation is complete and ready for submission Flag missing or incomplete information for escalation Data Entry & Pipeline Maintenance Maintain accurate and up-to-date records in intake systems (e.g., HealthCloud or CRM) Ensure all required fields and documentation are completed Support pipeline cleanliness and accuracy Disposition & Escalation Support Support dispositioning of referrals based on defined intake criteria Escalate complex eligibility or service questions to Intake Leads or Manager Ensure timely movement or closure of referrals Handoff Preparation Prepare “qualified” patient referrals for handoff to Intake Leads or downstream teams Ensure all required intake information is complete and organized Support smooth transition into qualification and authorization workflows Executes additional projects and responsibilities as assigned by supervisor, with a clear expectation of meeting defined timelines and delivering results within established deadlines Key Metrics Speed to first contact Referral follow-up completion rate Data accuracy/completeness rate Referral-to-initial-screening time Lead leakage rate Qualifications Qualifications 0–2+ years of experience in healthcare support, customer service, or administrative roles Experience with CRM or intake systems (e.g., HealthCloud or similar) a plus Strong communication and organizational skills Healthcare, home care, or patient access experience preferred but not required Skills And Abilities Strong sense of urgency and responsiveness Excellent communication and patient interaction skills High attention to detail and accuracy Ability to follow structured workflows Comfort working in high-volume, fast-paced environments Eligibility for certain benefits may depend on employment status Patriot Home Care is an equal opportunity employer committed to providing equal employment opportunities without regard to race, color, religion, sex (including pregnancy), sexual orientation, age, national origin, disability, genetic information, veteran status, or any other classification protected by applicable law.