Patient Onboarding Specialist – Evening Shift (3 PM – 11 PM)

About the position Optimal Care is seeking a dedicated Patient Onboarding Specialist to join their team. As a clinician-owned and operated company, Optimal Care focuses on creating an environment where employees can realize their highest potential while providing personalized care to patients and families. They are a premier provider of Physician Services, Home Health, and Hospice Care in the Midwest, utilizing technology, innovation, and best practices to manage chronic diseases, rehabilitation, and end-of-life care. The company's mission is to Serve Together, Provide Value, and Deliver Exceptional Quality Care. This role is ideal for someone who thrives in a fast-paced office environment, enjoys helping people, and has a keen eye for detail. The specialist will manage the entire intake process, from receiving referrals to coordinating with clinical teams, ensuring smooth and efficient service delivery. Responsibilities • Converts referrals for delivery of services. • Takes referrals. • Performs data entry. • Answers inquiries and disseminates information about the agency. • Establishes and maintains effective and efficient systems for patient referrals, data entry, and communications to support the department in securing referrals. • Assists with daily operations of the agency, including coordinating referrals and maintaining communication between supervisors, the sales team, and the agency. • Establishes and maintains effective and efficient systems for patient referrals to ensure proper intake and dissemination of information regarding patient referrals, eligibility requirements, and community resources. • Accepts patients for referrals utilizing an established system for patient referrals in accordance with the administrative policy. • Receives, interprets, and manages patient/client referrals with the intent of converting to actual admissions for services. • Answers all inquiries regarding agency services and disseminates appropriate information, including referrals to community resources. • Displays excellent internal and external customer relations skills. • Accurately documents or tracks all referrals received by the agency for trending reports. • Greets visitors courteously and ensures their needs are met. • Maintains organized systems to support continuity of quality patient care. • Accurately enters all necessary information into company database systems. • Is responsive to internal and external customer needs. • Satisfies expectations and requirements of external and internal customers. • Maintains current knowledge of, and effects compliance with, all federal, state, and local regulations. • Greets all individuals arriving at the office courteously and ensures their needs are met. • Maintains organized, effective, and efficient systems and communication to ensure the continuity of quality patient care delivered. • Assists in evaluating agency operations and systems and identifies ways to enhance workflow and productivity. • Accurately and in a timely manner transfers referrals to supervisor or scheduler for patient evaluation. • Notifies supervisor of any problems requiring administrative attention and intervention. • Accurately data processes all necessary information into the company database software for immediate use. • Accurately credentials all requests to add new physicians and facilities following the outlined credentialing process. Requirements • High school diploma or GED • Interpersonal skills and ability to communicate professionally and effectively • Knowledge of medical terminology • Strong verbal and written communication skills • Ability to operate computer and office equipment • Proficiency in Microsoft Office Suite and data entry skills • Responds to suggestion constructively • Skilled in conflict resolution • Proven interpersonal, coordination, and leadership skills • Reliable transportation with valid automobile insurance Nice-to-haves • Associate's degree preferred • Minimum 1 year of experience in a healthcare setting preferred • Knowledge of Medicare, Medicaid, and third-party payor guidelines preferred Benefits • Minimum of 3 Weeks Paid Time Off (PTO) • Company Vehicle Program for field roles • Medical, Dental, and Vision Insurance • HSA and FSA options including Dependent Care • Company paid Short Term Disability • Company paid Life Insurance • 401(k) with Employer Match • Mileage Reimbursement • Pet Insurance • ID and Fraud Protection