The Intake Coordinator is responsible for coordinating agency referrals and supporting scheduling for Medicare and non-Medicare patients under the supervision of clinical leadership. This role is the front door of the agency and plays a critical role in ensuring smooth, accurate, and timely transitions into home health services.
This is a fast-paced, detail-heavy role with significant phone and computer work. The Intake Coordinator serves as a primary point of contact for referral partners, patients, and families and must represent the agency with professionalism, warmth, and urgency.
Home Health experience is strongly preferred.
Candidates must have healthcare experience.
Do not apply if you do not have prior healthcare experience.Exceptional computer skills are mandatory (10/10 expected).
Strong phone and communication skills are critical — this role involves extensive time on the phone with patients and referral partners.
Serve as the first line of customer service for referral sources, patients, and families
Receive, document, and track referrals in the referral tracker and EMR system
Gather, verify, and confirm all referral documentation and patient information from physicians, hospitals, SNFs, ALFs, and other referral sources
Communicate with referral partners to resolve missing or inaccurate information promptly
Coordinate with internal teams for insurance verification and payer authorizations
Maintain active follow-ups with clinical leadership regarding pending admissions
Create initial Start of Care (SOC) visits, associated tasks, and assign to appropriate clinicians
Perform additional intake-related duties as needed
Prepare and organize new patient charts
Ensure all required documentation is accurately uploaded and completed in the EMR
Work closely with clinicians to resolve documentation gaps quickly
Maintain medical supply inventory and submit supply orders
Maintain office supply inventory and submit orders
Assist with scheduling, payroll/timesheet reconciliation, onboarding, and operational tasks when other team members are unavailable
Prior home health experience preferred
Healthcare experience required (hospital, clinic, home health, hospice, or related setting)
Advanced proficiency with:
Email and calendar management
Excel / spreadsheets
Online portals and EMRs
Research and data entry
Ability to move quickly across systems with high accuracy
Strong verbal and written communication skills
Enjoys talking on the phone and communicating with patients and referral partners
Able to represent the company with a positive, energetic, and professional tone
Comfortable handling high call volumes and follow-ups
Exceptional attention to detail in a fast-paced environment
Highly organized and process-oriented
Ability to prioritize and manage multiple tasks simultaneously
Proactive mindset with the ability to take initiative
Adaptable and comfortable with change
High school diploma required
College degree preferred