Patient Intake and Insurance Verification

Job Title: Patient Intake and Insurance Verification
Position Type: Part-Time

Working Hours: Monday - Thursday 9:00 AM - 2:00 PM and Friday 9:00 AM -12:00 PM Eastern Daylight Time
Salary rate: $6-$7 per hour

Job Responsibilities:

- Answer calls and respond to patient inquiries with warmth and professionalism.

- Coordinate patient intake from initial contact through scheduling.

- Verify eligibility and behavioral health benefits for commercial plans.

- Use payer portals such as UHC, Cigna, Aetna, Curative and BCBS, in addition to their carve out plans

- Confirm copays, deductibles, coinsurance, out-of-pocket maximums, and estimated patient responsibility for mental health and psychiatry benefits (in office and telehealth).

- Determine whether insurance benefits cover the practice’s specific services using cpt codes for mental health.

- Identify network restrictions, authorization requirements, and coverage limitations.

- Follow up with referred patients and manage referral workflows within 24 hours of receipt of referral (or within 2 hours if a STAT referral).

- Schedule appointments and maintain provider calendars.

- Monitor emails and coordinate communication between patients and providers.

- Update patient records and document interactions in Practice Better.

- Track pending referrals, intake requirements, and follow-up tasks.

- Provide general administrative and executive assistant support.

- Maintain HIPAA-compliant handling of patient information.

- Escalate unfamiliar insurance situations instead of making assumptions.

Requirements

- Minimum of one year of hands-on experience verifying U.S. mental or behavioral health insurance eligibility and benefits.

- Previous experience supporting patients through reproductive mental health concerns, infertility, pregnancy loss, or postpartum care is highly preferred.

- Strong working knowledge of commercial insurance plans and patient financial responsibility, including copays, deductibles, coinsurance, and out-of-pocket maximums.

- Proven experience using insurance payer portals and electronic health record (EHR) systems.

- Experience with Practice Better or other EHR systems is highly preferred.

- Ability to read insurance cards and benefit information carefully.

- Compassionate, empathetic, and trauma-informed communication style.

- Ability to work independently with minimal supervision.

- Reliable, proactive, adaptable, and accountable.

- Ability to follow structured intake forms and decision-tree workflows with minimal supervision.

- Excellent verbal and written communication skills.

- Ability to manage follow-ups and maintain organized patient records.

- Professional demeanor when handling sensitive and patient-facing interactions.

- Experience collecting referrals, diagnosis documents, and insurance information.

Basic Requirements

- Must speak and write English clearly and professionally.

- Must have relevant work experience.

- Must be able to provide an NBI Clearance and/or Local Police Clearance before onboarding (mandatory).

- Must be available to attend video meetings with camera on when required.

Technical Requirements

- Computer: Reliable laptop or desktop computer.

- Internet: Stable high-speed internet connection (minimum 25 Mbps).

- Audio: Noise-canceling headset.

- Video: Working webcam for virtual meetings.

- Workspace: Quiet and professional work environment.

Benefits

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Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.

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Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.

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HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.

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Top 1% VA Performance Training: Acce