Patient Intake, Insurance Verification

• 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 and Medicaid plans
• Use payer portals such as UHC, Cigna, and BCBS
• Confirm copays, deductibles, coinsurance, out-of-pocket maximums, and estimated patient responsibility
• Determine whether insurance benefits cover the practice’s specific services
• Identify network restrictions, authorization requirements, and coverage limitations
• Follow up with referred patients and manage referral workflows
• 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

• 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, Medicaid, 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
• 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
• Reliable laptop or desktop computer
• Stable high-speed internet connection (minimum 25 Mbps)
• Noise-canceling headset
• Working webcam for virtual meetings
• Quiet and professional work environment

• Dedicated HR & Contractor Support Team
• Premium VPN Access (Optional)
• HIPAA & Cybersecurity Training + Certification (Provided)
• Top 1% VA Performance Training
• Client-Approved U.S. Holidays
• Client-Approved Paid or Unpaid Time Off
• Access to Tools & Resources
• Optional Performance-Based Incentives
• Bonuses, incentives, or increased hours may be offered based on performance