Intake Specialist - Pilot
Job DetailsJob Location: Brookfield, CT 06804Job Summary
The Intake Specialist for Chronic Care Management (CCM) is responsible for onboarding eligible patients into CCM programs, ensuring accurate documentation, and providing high-quality customer service. This role requires a licensed practical nurse (LPN) or registered nurse (RN) with strong communication skills, experience using electronic health records (EHRs), and the ability to troubleshoot basic IT and system-related issues. The Intake Specialist serves as a key liaison between patients, providers, and care teams to ensure smooth enrollment and ongoing engagement in chronic care services.
Key Responsibilities
Patient Intake & Enrollment
Conduct patient intake assessments for Chronic Care Management eligibility
Explain CCM services, benefits, and consent requirements to patients and caregivers
Ensure accurate collection and verification of demographic, clinical, and insurance information
Care Coordination Support
Collaborate with external and internal providers, care managers, and clinical staff to facilitate CCM enrollment
Identify patient needs, barriers to care, and opportunities for engagement during intake
Route clinical or care-related concerns to appropriate team members
Customer Service
Provide professional, compassionate, and patient-centered service via phone and electronic communication
Address patient questions, concerns, and enrollment-related issues in a timely manner
Maintain a supportive, respectful, and empathetic approach with diverse patient populations
Documentation & EHR Use
Accurately document patient interactions, consents, and intake data in EHR systems
Navigate multiple systems efficiently while maintaining data integrity and confidentiality
Ensure compliance with HIPAA and organizational documentation standards
IT & Technical Support
Troubleshoot basic IT and EHR-related issues (e.g., login access, system navigation for patients and team
Assist patients with telephonic or digital onboarding tools as needed
Escalate complex technical issues to IT or system support teams appropriately
Compliance & Quality
Follow CCM program guidelines, workflows, and regulatory requirements
Meet productivity, quality, and documentation benchmarks
Participate in training, audits, and performance improvement initiatives
QualificationsRequired Qualifications
Active LPN or RN license (active license in good standing- compact license needed)
Previous experience in customer service, patient intake, care coordination, or call center healthcare roles
Proficiency with EHR systems (e.g., Elation, Epic, eClinicalWorks, Athena, or similar)
Strong verbal and written communication skills
Ability to multitask in a fast-paced, technology-driven environment
Preferred Qualifications
Experience in Chronic Care Management (CCM) or population health programs
Basic understanding of medical billing or Medicare CCM requirements
Prior experience providing technical or IT support in a healthcare setting
Remote or telehealth experience
Skills & Competencies
Patient-centered communication
Attention to detail and strong documentation skills
Problem-solving and basic technical troubleshooting
Time management and organizational skills
Ability to work independently and as part of an interdisciplinary team
Work Environment
Remote based on organizational needs
Prolonged computer and phone use
Regular interaction with patients, caregivers, and healthcare professionals
Apply To This Job
The Intake Specialist for Chronic Care Management (CCM) is responsible for onboarding eligible patients into CCM programs, ensuring accurate documentation, and providing high-quality customer service. This role requires a licensed practical nurse (LPN) or registered nurse (RN) with strong communication skills, experience using electronic health records (EHRs), and the ability to troubleshoot basic IT and system-related issues. The Intake Specialist serves as a key liaison between patients, providers, and care teams to ensure smooth enrollment and ongoing engagement in chronic care services.
Key Responsibilities
Patient Intake & Enrollment
Conduct patient intake assessments for Chronic Care Management eligibility
Explain CCM services, benefits, and consent requirements to patients and caregivers
Ensure accurate collection and verification of demographic, clinical, and insurance information
Care Coordination Support
Collaborate with external and internal providers, care managers, and clinical staff to facilitate CCM enrollment
Identify patient needs, barriers to care, and opportunities for engagement during intake
Route clinical or care-related concerns to appropriate team members
Customer Service
Provide professional, compassionate, and patient-centered service via phone and electronic communication
Address patient questions, concerns, and enrollment-related issues in a timely manner
Maintain a supportive, respectful, and empathetic approach with diverse patient populations
Documentation & EHR Use
Accurately document patient interactions, consents, and intake data in EHR systems
Navigate multiple systems efficiently while maintaining data integrity and confidentiality
Ensure compliance with HIPAA and organizational documentation standards
IT & Technical Support
Troubleshoot basic IT and EHR-related issues (e.g., login access, system navigation for patients and team
Assist patients with telephonic or digital onboarding tools as needed
Escalate complex technical issues to IT or system support teams appropriately
Compliance & Quality
Follow CCM program guidelines, workflows, and regulatory requirements
Meet productivity, quality, and documentation benchmarks
Participate in training, audits, and performance improvement initiatives
QualificationsRequired Qualifications
Active LPN or RN license (active license in good standing- compact license needed)
Previous experience in customer service, patient intake, care coordination, or call center healthcare roles
Proficiency with EHR systems (e.g., Elation, Epic, eClinicalWorks, Athena, or similar)
Strong verbal and written communication skills
Ability to multitask in a fast-paced, technology-driven environment
Preferred Qualifications
Experience in Chronic Care Management (CCM) or population health programs
Basic understanding of medical billing or Medicare CCM requirements
Prior experience providing technical or IT support in a healthcare setting
Remote or telehealth experience
Skills & Competencies
Patient-centered communication
Attention to detail and strong documentation skills
Problem-solving and basic technical troubleshooting
Time management and organizational skills
Ability to work independently and as part of an interdisciplinary team
Work Environment
Remote based on organizational needs
Prolonged computer and phone use
Regular interaction with patients, caregivers, and healthcare professionals
Apply To This Job