Job Description

Reference # : 18-01511Title : Intake Specialist II
Location : North Chicago, IL
Position Type : Contract
Experience Level : Start Date / End Date : 09/17/2018 / 03/29/2019
Description
Job Title: Intake Specialist II

Purpose :
Describes the primary goals,objective or function or outputs of this position.
The Intake Specialist role works to support the Patient Assistance Program (PAP) through providing
initial triaging of patient applications, including data entry and coordination of work through the
appropriate channels as determined by established business rules.

Responsibilities :
List up to 10 main responsibilities for the job. Include information about the accountability and
scope.
Completes the intake process of all applications into Customer Relationship Management System
(CRM)
Associates and tags all images to the patient, data enters all information including patient
demographic information, physician information, drug information, and all relevant application data
such as income information, household information and insurance information into the CRM
Conducts initial assessment of application for missing information and completes missing
information patient outreach process to obtain required data
Completes initial assessment of simplified application
Identify appropriate work flow based upon business rules
Collaborate cross functionally to ensure processes are followed according to business rules and
policies
Ensure all patient cases are documented in the CRM in accordance with all business rules and
policies
Conduct renewal and year end recertification's process as determined by the Client Patient
Assistance Program
Readily assists on special project within job scope to improve reimbursement optimization when
requested by management

Qualifications :
List required and preferred qualifications up to 10). Include education, skills and experience.
High school diploma or equivalent required. College or a 2-year Associate Degree is preferred
A minimum of 1-3 years' experience within a call center, preferably in a healthcare provider, PBM,
Specialty Pharmacy or Retail/Mail Order Pharmacy setting
Exposure to core insurance (Medical and Pharmacy Benefit) knowledge a plus
Strong attention to detail and work independently with minimal direction
High quality customer service skills
Ability to express ideas clearly in both written and oral communications

Additional Information From Manager:
Q: What are the shift hours for this position?
A: 10:30am - 7pm.

Q: Will the contractor in this role be communicating directly with patients and/or physicians?
A: The contractor will have direct communication with patients and physicians in this role. They will be predominantly making outbound calls to them if necessary.

Q: Is a Pharmacy Tech License required for this role?
A: No.

Application Instructions

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