intake specialist

AdaptHealth

<div>Description:

AdaptHealth Opportunity &ndash; Apply Today!
At AdaptHealth we offer full-service home medical equipment products and services to empower patients to live their best lives &ndash; out of the hospital and in their homes. We are actively recruiting in your area. If you are passionate about making a profound impact on the quality of patients&rsquo; lives, please click to apply, we would love to hear from you.
Intake Specialist
The Intake Specialist has a broad range of responsibilities including accurate and timely data entry, understanding, and selecting inventory and services in key databases, communicating with referral sources, and appropriately utilizing technology to notate patient information/communication. Intake Specialist&rsquo;s schedules can vary based on the need of the branch.
The lead specialist serves as a subject matter expert, conducts new hire training and mentor to the team.
Essential Functions and Job Responsibilities:<ul><li>
Accurately enters referrals within allotted timeframe as established; meeting productivity and quality standards as established.</li><li>
Communicates with referral sources, physician, or associated staff to ensure documentation is routed to appropriate physician for signature/completion.</li><li>
Works with leadership to ensure appropriate inventory/services are provided.</li><li>
Communicates with patients regarding their financial responsibility, collects payment and documents in patient record accordingly.</li><li>
For non-Medicaid patients communicate with patients</li><li>
Responsible for reviewing medical records for non-sales assisted referrals to ensure compliance standards are met prior to a service being rendered.</li><li>
Follows company philosophies and procedures to ensure appropriate shipping method utilized for delivery of service.</li><li>
Answers phone calls in a timely manner and assists caller.</li><li>
Reviews medical records for non-sales assisted referrals to ensure compliance standards are met prior to a service being rendered.</li><li>
Demonstrates expert knowledge of payer guidelines and reads clinical documentation to determine qualification status and compliance for all equipment and services.</li><li>
Works with community referral sources to obtain compliant documentation in a timely manner to facilitate the referral process.</li><li>
Contacts patients when documentation received does not meet payer guidelines, provide updates, and offer additional options to facilitate the referral process.</li><li>
Works with sales team to obtain necessary documentation to facilitate referral process, as well as support referral source relationships.</li><li>
Must be able to navigate through multiple online EMR systems to obtain applicable documentation.</li><li>
Works with insurance verification team to ensure all needs are met for both teams to provide accurate information to the patient and ensure payments.</li><li>
Assume on-call responsibilities during non-business hours in accordance with company policy.</li></ul><ul><li>
Lead Responsibilities:</li><li>
Supervise and provide guidance to team members in daily operations and complex case resolution</li><li>
Lead team meetings and facilitate training sessions for staff development</li><li>
Monitor team performance metrics and productivity standards, providing feedback and coaching as needed</li><li>
Serve as primary escalation point for difficult customer issues and complex regulatory compliance questions</li><li>
Develop and implement process improvements and workflow optimization strategies</li><li>
Coordinate with management on staffing needs, scheduling, and resource allocation</li><li>
Conduct new employee onboarding and ongoing training programs</li><li>
Maintain advanced expertise in Medicare guidelines, payer policies, and regulatory changes to guide team decisions</li><li>
Prepare reports and analysis on team performance, trends, and operational metrics for management review</li><li>
Maintains patient confidentiality and functions within the guidelines of HIPAA.</li><li>
Completes assigned compliance training and other education programs as required.</li><li>
Maintains compliance with AdaptHealth's Compliance Program.</li><li>
Performs other related duties as assigned.</li></ul>
Competency, Skills and Abilities:<ul><li>
Ability to appropriately interact with patients, referral sources and staff.</li><li>
Decision Making.</li><li>
Analytical and problem-solving skills with attention to detail.</li><li>
Strong verbal and written communication.</li><li>
Excellent customer service and telephone service skills.</li><li>
Proficient computer skills and knowledge of Microsoft Office.</li><li>
Ability to prioritize and manage multiple tasks.</li><li>
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
</li><li>Ability to work independently as well as follow detailed directives</li><li>
Solid ability to learn new technologies and possess the technical aptitude required to understand flow of data through systems as well as system interaction.</li></ul>
Requirements:

Education and Experience Requirements:<ul><li>
High school diploma or equivalent required; Associate&rsquo;s degree in healthcare administration, Business Administration, or related field preferred</li><li>
Related experience in health care administrative, financial, or insurance customer services, claims, billing, call center or management regardless of industry.</li><li>
Exact job experience is health care organization, pharmacy that routinely bills insurance or provides Diabetics, Medical Supplies, HME, Pharmacy or healthcare (Medicare certified) services</li><li>
Specialist Level: (Entry Level):</li></ul>
One (1) year of work-related experience<ul><li>
Senior Level:</li></ul>
One (1) year of work-related experience plus
Two (2) years exact job experience<ul><li>
Lead Level:</li></ul>
One (1) year of work-related experience plus
Four (4) years exact job experience
Physical Demands and Work Environment:<ul><li>
Extended sitting at computer workstations with repetitive keyboard use; occasional standing, bending, and lifting to 10 pounds.</li><li>
Professional office setting with variable stress levels during authorization deadlines, appeals processes, and urgent patient authorization needs.</li><li>
Proficiency with computers, office equipment, payer portal systems, and healthcare software applications</li><li>
Sustained concentration, diligence, and ability to manage confidential patient and insurance information with discretion.</li><li>
Communication: Professional verbal and written communication skills for payer interactions and healthcare provider coordination at all organizational levels</li><li>
Ability to work independently with minimal supervision and availability for extended hours when required.</li><li>
Mental alertness to perform the essential functions of position.</li></ul></div>

Intake Specialist

SHAHEEN & GORDON, P.A.

<div><h4 class="jobSectionHeader">Intake Specialist (Full-Time)</h4>
Shaheen &amp; Gordon, P.A. is looking for an adaptable and empathetic Intake Specialist who can help a potential client feel at ease from the moment they first call our firm. Someone who can lend an ear and hear someone&rsquo;s story, quickly file their information, and help get their case in front of an appropriate attorney. If you&rsquo;re hoping to build a career in the legal field, looking for opportunities to help people, and able to chat with personalities of all types, this may be the role for you.

If you&rsquo;re hoping to grow your legal career, this role will give you the chance to jump right into the process at an active law firm. You will be working with a growing intake team, attorneys, paralegals, and legal assistants and learning more about all aspects of the law as you help interface with callers. This is a role with opportunities for growth, and we look forward to welcoming the right person to our firm.

The ideal candidate will be equally comfortable working on their own as with a team and have 1-3 years&rsquo; customer service or office setting experience. Our intake team is currently based in Concord, NH, but candidates should be flexible for a potential move to Southern New Hampshire.

About S&amp;G: Shaheen &amp; Gordon is a full-service law firm with a commitment to excellence and a focus on community. A fixture of the New Hampshire legal community for over 45 years, the firm has expanded across Northern New England and all the way to Hawaii. Whether you are a recent graduate or a seasoned professional, Shaheen &amp; Gordon offers the opportunity to build your career with a fast-growing company.

At Shaheen &amp; Gordon, we live our brand: It&rsquo;s different here. We take our work very seriously, but not ourselves. We take time to know each other. We care about our clients. We invest in our communities. We know that our employees make all the difference, and we treat them accordingly&mdash;every member of our firm has a voice and is encouraged to use it.

S&amp;G offers excellent benefits including health insurance, flexible spending account, and 401(k) plan with employer contribution. Our offices are often located right in the heart of their respective downtowns and offer parking, an assortment of walkable lunch and coffee destinations, and other local conveniences.

Between our Wellness and DEI committees, benefits and amenities, and openness to employee feedback, we&rsquo;re determined to do right by the people who make up our firm and excited to welcome the right person to our team to fill this role.
<h4 class="jobSectionHeader">
Duties include, but are not limited to:</h4><ul><li>
Conducting phone, email/text, and occasional inperson interviews with potential new clients to understand their story, and document accurately the details of the potential matter.</li><li>
Managing dozens of potential client files through a defined workflow, from initial contact through to potential retention or decline. Following up as necessary.</li><li>
Understand the different information needs of several practice areas and accurately record information received from potential new clients in the firm database.</li><li>
Collaboratively working with the intake team to ensure the best client/potential client experience.</li><li>
Assuring client confidentiality.</li></ul><h4 class="jobSectionHeader">
Required Qualifications</h4><ul><li>
Must be able to respond to incoming calls/emails in an expedited manner on a daily basis.</li><li>
Minimum of 1 3 years&rsquo; customer service phone experience in an office environment.</li><li>
Strong computer skills in Microsoft Office, Outlook, Excel, scanning and maintaining electronic files is a plus.</li><li>
Should be a fast learner on new computer programs, prior experience with CRM systems a plus.</li><li>
Attention to detail and proofreading skills.</li><li>
Must have excellent communication skills, written and verbal, in English. Multilingual a plus.</li></ul>
Shaheen &amp; Gordon is an Equal Opportunity employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy), gender identity or expression, national origin, citizenship, veteran status, age, physical or mental disability, genetic information, marital status, sexual orientation, or any other consideration made unlawful by applicable federal, state or local laws in all aspects of employment, including but not limited to recruitment, hiring, training, evaluation, transfer, promotion, discipline, compensation, termination, and layoff.

Shaheen &amp; Gordon presents a pleasant and supportive work environment. Salary commensurate with experience.

No phone calls or agencies please. EOE.
<h4 class="jobSectionHeader">
About Shaheen &amp; Gordon, P.A.</h4>
It&rsquo;s different here. Shaheen &amp; Gordon is a full-service law firm with a commitment to excellence and a focus on community. A fixture of the New Hampshire legal community for over 40 years, the firm has expanded across Northern New England and all the way to Hawaii. We&rsquo;re proud to offer our clients personalized service that&rsquo;s backed by the combined experience of our large legal team. Since 1981, we&rsquo;ve grown to become a firm of 60+ experienced attorneys, but we&rsquo;ve never stopped offering our clients the individual attention that&rsquo;s allowed us&ndash;and them&ndash;to succeed. Shaheen &amp; Gordon is welcoming energetic, detail-orientated individuals who want to further their career in the legal field. We offer benefits including but not limited to medical, dental, vision, flexible spending account (FSA), dependent care account (DCA), vacation, sick and bereavement leave, and 401(k) with Employer Contribution.</div>

Benesch Law

<div>Who We Are
At Benesch we pride ourselves on exceeding expectations and building trust not only with our clients but with our employees - Benesch's #1 asset. Committed to providing not only the highest level of legal service to our clients, Benesch also aspires to create a positive work environment for our employees. Our Firm continues to earn placement on Chicago and Cleveland's Top Workplaces list, along with Cleveland's NorthCoast 99 Top Workplaces rankings. We also continue to advance on the AmLaw 150 list, placing us among the top 150 law firms in the country.
Benesch is proud to be recognized for being a Firm that attracts and retains top talent - making Benesch a great place to work. We offer a hybrid schedule, career development and growth, transparent and visible leadership teams, and a place where diversity, equity and inclusion is celebrated. In addition, the Firm offers a full array of benefits which can be viewed at www.mybeneschbenefits.com.
Working with Us - Come and &quot;Be Benesch!&quot;
We are one of the fastest growing firms in the nation, and have offices in Chicago, Columbus, San Francisco, New York City, and Wilmington. We continue to expand our geographic footprint and value the talent that comprises each of our locations. If you are someone who champions a First in Service approach and are ready to be part of an exciting and growing Firm, we would invite you to apply to join our team.
Want to know more? To hear from some of our team, click here: https://www.beneschlaw.com/careers/index.html
Benesch is proud to announce the opening for an Accounting Intake Specialist in our Cleveland office! This position is hybrid and has work from home flexibility.
Position Summary:
Do you have prior billing or intake experience in a law firm? Are you looking for an opportunity to focus that experience in a concierge type position and assist stakeholders with the onboarding of new clients and matters? Then you may be interested in our Accounting Intake Specialist position. This role is perfect for the experienced administrative biller or law firm intake specialist who is detail-oriented and desires a strong sense of accomplishment at the end of the day. Join Benesch and play a pivotal role in shaping the financial success of our organization.
The Accounting Intake Specialist oversees the financial onboarding of new clients and matters. Key duties include ensuring the client/matter is set up correctly in the system from the intake team, managing client billing rates and assisting the finance team to ensure outside counsel guidelines and billing arrangements are set up correctly in the system.
Essential Functions:
1. Reviews and approves new client and new matter request forms for accuracy and completeness daily.
2. Reviews billing and collections portions of Outside Counsel Guidelines and Engagement Letters to verify they conform with Finance department policies.
3. Updates Aderant accounting system with information required for bills to be processed accurately. Regular duties include the following types of setups:
a. Client and matter level updates
b. Rates
c. Alternative Fee Arrangement (AFA) set up
d. Address changes
e. Contact information
f. Disbursement constraints
g. Attorney assignments
h. Invoice formats
i. Billing methods
j. Attorney relationship credit/split assignments
k. Other client, matter or attorney updates
4. Monitors Billing, Accounting Intake and Billing Guidelines email inboxes and responds to questions or refer to appropriate team.
5. Coordinates rate requests with the Client Value Team to ensure correct rates are updated in the Aderant accounting system.
6. Coordinates changes to intake forms and intake processes with the Intake team and software vendors as they related to clients, rates and billing.
7. Monitors &quot;Matter Not Yet Open&quot; matter and move time entries as new clients and matters open.
8. Communicates effectively with Legal Assistants, Attorneys and administrative staff to obtain complete and accurate information.
Qualifications:
The Accounting Intake Specialist preferably will possess a bachelor's degree from an accredited university and a minimum of three years of administrative billing, accounting, or law firm intake experience. Experience with Aderant, 3E, or Intapp is preferred. The Accounting Intake Specialist must demonstrate strong accuracy and attention to detail; the ability to multitask, prioritize, and effectively manage day-to-day tasks; and proficiency in data entry, processing, researching, cross-referencing, and validating data. Must also be highly proficient in Microsoft Office, especially Excel and Word, and bring strong analytical and problem-solving skills, initiative, sound judgment, and excellent follow-up skills. Excellent customer service and communication skills are required. 
The salary range for this position is $62K to $82K.
Please note that quoted salary ranges are based on Benesch's good faith belief at the time of the job posting and are not a guarantee of what final salary offers may be. Base pay is based on market location and may vary depending on job-related knowledge, skills, and experience. Base pay is only one part of the Total Rewards that Benesch provides to compensate and recognize our staff professionals for their work. Full-time positions are eligible for a discretionary bonus and a comprehensive benefits package. 
Benesch is an equal opportunity employer. We strongly value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability (where applicant is qualified to perform the essential functions of the job with or without reasonable accommodations), medical condition, protected veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.
Applicants who are interested in applying for a position and require special assistance or an accommodation during the process due to a disability should contact the Benesch Human Resources Department by phone at 216-363-4578 or email Christine Watson at cwatson@beneschlaw.com.</div>

Accounting Intake Specialist

Law Offices of Meesha Moulton

Overview We are seeking a dynamic and detail-oriented Legal Intake Specialist to join our legal team. In this vital role, you will serve as the first point of contact for prospective clients and legal inquiries, efficiently gathering essential information to facilitate case evaluation and management. Your energetic approach and excellent organizational skills will ensure a smooth intake process, supporting our commitment to delivering exceptional legal services. This position offers an exciting opportunity to develop your legal administrative expertise while contributing to impactful legal work.Responsibilities<ul><li>Conduct thorough interviews with potential clients via phone, online platforms or in person capturing detailed case information with professionalism and empathy</li><li>Manage incoming inquiries, providing clear guidance on the firm&rsquo;s services and intake procedures</li><li>Collect and verify relevant documentation related to personal injury.</li><li>Perform legal research and document review to support initial case assessments and determine case viability</li><li>Assist attorneys with administrative tasks</li><li>Maintain organized records of all client interactions, ensuring confidentiality and compliance with data entry standards</li></ul>Qualifications<ul><li>Strong interviewing skills combined with excellent written communication and legal drafting abilities</li><li>Exceptional organizational skills with keen attention to detail for data entry, filing, proofreading, and transcription tasks</li><li>Ability to handle multiple priorities efficiently while maintaining professional phone etiquette and organizational discipline</li><li>Prior clerical experience in a law office setting is highly preferred; familiarity with litigation processes and contract review is a plus</li><li>Demonstrated ability to support attorneys through executive administrative tasks including scheduling and document preparation</li></ul>Pay: $18.00 - $25.00 per hourBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li></ul>Work Location: In person

Legal Intake Specialist

CyberCoders

<div>
 
 
 
 Intake Specialist/Sales Person - Lemon Law Firm (REMOTE)
 
 
 
 
 
 
 Position Overview
 
 
 
 
 We are a Los Angeles-based lemon law firm seeking an award-winning telemarketing/sales superstar! The ideal candidate have experience in a client-facing role with a proven background in closing leads over the phone.
 
 
 
 
 The Intake Specialist plays a crucial role in the initial stages of business development for our firm. You will be a key part of client interaction for lemon law cases, ensuring that all necessary information is collected accurately and efficiently. This position serves as the first point of contact for potential clients, requiring strong communication and organizational skills to manage inquiries and gather data effectively.
 
 
 
 
 This is a fully remote position where phone communication with potential clients is the main priority. Expect to spend most of your day on the phone at this role.
 
 
 
 
 
 Key Responsibilities
 
 
 
 <ul>
 <li>
 
 Conduct initial client intake calls, gathering necessary information and scheduling consultations with attorneys
 
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 Act as the primary point of contact for new client inquiries and intake processes.
 
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 Collect and verify client information through various channels.
 
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 Assist clients in navigating the intake process by providing clear instructions and support.
 
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 Demonstrate active listening to understand client needs and concerns effectively.
 
 </li>
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 Problem-solve any issues that may arise during the intake process.
 
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 Multitask efficiently, managing multiple client inquiries and follow-ups simultaneously.
 
 </li>
 </ul>
 
 
 
 Qualifications
 
 
 
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 <li>
 
 Strong communication skills, both verbal and written.
 
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 Prior experience in a client-facing sales role.
 
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 Excellent problem-solving abilities and critical thinking skills.
 
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 Active listening skills to understand client needs and concerns.
 
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 Ability to multitask in a fast-paced environment with competing priorities.
 
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 Strong organizational skills to manage files and documentation effectively.
 
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 </ul>
 
 
 Benefits
 
 
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 Competitive compensation (commissions included)
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 Health, dental, vision
 </li>
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 401k
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 PTO
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 Remote opportunity
 </li>
 </ul>
 
 
 
 Email Your Resume In Word To
 
 
 Joe.Kipp@CyberCoders.com
 
 Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply.
 
 Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : JK12-1980743 -- in the email subject line for your application to be considered.
 
 Joe Kipp - Lead Recruiter
 
 
 For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. This is a new role.
 
 
 CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.
 
 
 This job was first posted by CyberCoders on 03/16/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.
 
 
 This job was posted on 03/16/2026 and is open for 60 days
 
 
 
 CyberCoders is proud to be an Equal Opportunity Employer
 
 
 
 All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.&nbsp; CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at&nbsp;Benefits@CyberCoders.com&nbsp;to make arrangements.
 
 
 Copyright 1999 - 2026. CyberCoders , Inc. All rights reserved.
 
 
 
</div>

Intake Specialist - REMOTE

The Prairie Cross Ranches

The Law Offices of Frederick W. Nessler &amp; Associates, PLLC. is seeking a hardworking, highly motivated, and dependable team player to join our Largo, Florida office as an Intake Specialist/Legal Assistant.We are a multi-state, plaintiff-focused law firm with extensive experience in personal injury and first-party insurance claims. This position is ideal for someone who thrives in a fast-paced legal environment and enjoys being the first point of contact for clients while also assisting with administrative and legal tasks.Key Responsibilities<ul><li>Serve as the first point of contact by answering and directing incoming calls</li><li>Conduct initial client intakes and gather relevant case information</li><li>Schedule consultations, meetings, and follow-ups</li><li>Process incoming and outgoing mail and correspondence</li><li>Maintain and update client files and case management systems</li><li>Draft basic legal letters and documents</li><li>Provide administrative and clerical support to attorneys and staff</li><li>Ensure a professional and positive client experience at all times</li></ul>Qualifications<ul><li>Prior experience as a legal assistant, receptionist, or intake specialist preferred</li><li>Strong organizational skills with the ability to multitask and prioritize</li><li>Proficiency in Microsoft Office (Word, Outlook, Excel)</li><li>Excellent computer and data entry skills</li><li>Strong written and verbal communication skills</li><li>Ability to work efficiently in a fast-paced environment</li><li>Professional demeanor and strong attention to detail</li></ul>Position Details<ul><li>Job Type: Full-Time</li><li>Location: Largo, FL (in-office position)</li><li>Salary: Commensurate with experience</li><li>Benefits: Available for full-time employees (waiting period may apply)</li><li>Remote Work: Not available</li></ul>Job Type: Full-timePay: $40,000.00 - $55,000.00 per yearBenefits:<ul><li>Flexible schedule</li><li>Health insurance</li><li>Paid time off</li></ul>Work Location: In person

Intake Specialist/Legal Assistant

Search 7255+ Intake specialist jobs near you this April. New roles added regularly across leading industries. Apply today.

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Legal Intake Specialist

Intake Specialist - REMOTE

Intake Specialist/Legal Assistant