Patient Intake and Insurance Verification

Job Title: Patient Intake and Insurance Verification

Position Type: Part-Time

Working Hours: Monday - Thursday  9:00 AM - 2:00 PM and Friday 9:00 AM -12:00 PM Eastern Daylight Time
Salary rate: $6-$7 per hour

 Job Responsibilities:

• 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 plans.
• Use payer portals such as UHC, Cigna, Aetna, Curative and BCBS, in addition to their carve out plans
• Confirm copays, deductibles, coinsurance, out-of-pocket maximums, and estimated patient responsibility for mental health and psychiatry benefits (in office and telehealth).
• Determine whether insurance benefits cover the practice’s specific services using cpt codes for mental health. 
• Identify network restrictions, authorization requirements, and coverage limitations.
• Follow up with referred patients and manage referral workflows within 24 hours of receipt of referral (or within 2 hours if a STAT referral).  
• 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.

Job Title: Patient Intake and Insurance VerificationPosition Type: Part-TimeWorking Hours: Monday - Thursday  9:00 AM - 2:00 PM and Friday 9:00 AM -12:00 PM Eastern Daylight TimeSalary rate: $6-$7 per hour  Job Responsibilities:Answer...

• 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 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.
  
  

Basic Requirements

• 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.

Technical Requirements

• Computer: Reliable laptop or desktop computer.
• Internet: Stable high-speed internet connection (minimum 25 Mbps).
• Audio: Noise-canceling headset.
• Video: Working webcam for virtual meetings.
• Workspace: Quiet and professional work environment.