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Intake Specialist

Role overview

Qualifications

  • Strong attention to detail
  • Ability to manage multiple tasks
  • Knowledge of insurance processes
  • Familiarity with EMR systems

Responsibilities

  • Gathers complete patient information accurately and enters it into the patient electronic medical record (EMR)
  • Verifies insurance eligibility, benefits coverage, and patient financial responsibility
  • Manages patient documents promptly and accurately within the patient EMR
  • Maintains and updates patient information while ensuring compliance with regulatory standards

Key facts

Hard skills

Other skills

  • Communication
  • Detail Oriented
  • Client Confidentiality

About the company

Polaris Pharmacy Services logo

Polaris Pharmacy Services

Specialty Pharmacy

Polaris Pharmacy Services, is a privately owned long-term and post-acute care pharmacy committed to delivering high-quality pharmacy services, exceptional customer experiences, and industry-leading value. Did you know that Polaris is the 5th largest LTC pharmacy in the U.S., delivering high-quality care to LTC, PACE, and Correctional facilities? Founded in 2015, Polaris operates 21 pharmacies across 29 states, serving 80,000+ residents and providing innovative solutions in packaging, reimbursement, workflow, and financial performance.

Company details

IndustrySpecialty Pharmacy
Company size1001 - 5000

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Job description

WHO WE ARE
At Polaris Pharmacy Services, we’re more than a pharmacy — we’re a dedicated partner in care, transforming how patients experience long-term, post-acute, correctional, PACE, and specialty pharmacy services. As industry leaders, we’re raising the bar for quality and coordination across all sites of care, ensuring every patient receives seamless, compassionate, and expert support.

Founded in 2015, Polaris is proud to be locally and independently owned, with a growing national footprint. Our team thrives in a mission-driven environment where innovation meets purpose, and every role contributes to making a real impact. We offer more than just a job — we provide competitive pay, robust benefits, and genuine opportunities for career advancement.

If you're passionate about shaping the future of pharmacy and making a difference in the lives of those who need it most, we invite you to grow with us.

Job Summary:

The Intake Specialist is responsible for creating new patient profiles in the operating system, adding all patient demographics, physician, insurance information, and attaching the faxed documents to the patient's profile. Correspondingly will contact the facility for any missing information and ensure documents for existing patients are attached to the existing patients' profile.

 Duties/Responsibilities:

  • Gathers complete patient information accurately and enters it into the patient electronic medical record (EMR).
  • Verifies insurance eligibility, benefits coverage, patient financial responsibility.
  • Manages patient documents promptly and accurately received in the patient EMR.
  • Obtains necessary information and enters data into patient EMR to ensure compliance with state and federal regulatory agencies and ACHC standards.
  • Cancels Pending/No-Go referrals when appropriate.
  • Documents patient-related activities/information in the patient’s EMR.
  • Consults with other company personnel on difficult or unusual referrals, as appropriate.
  • Complies with all company policies and procedures.
  • Maintains confidentiality of patient information and company information.
  • Respects and protects the confidentiality of all information concerning patient care services.
  • Observe the organization’s formal and informal policies for the handling of patients’ rights and confidentiality.
  • Observe the organization’s confidentiality agreement.
  • Follow all procedures as described by the Accreditation Commission for Health Care (ACHC)and the company policies and procedures related to HIPAA.
  • Maintain and update spreadsheet information for each patient.
  • Exhibits flexibility when work assignments need to be adjusted to meet service, delivery, and workload needs of the team
  • Comply with departmental policies regarding safety, attendance, and dress code
  • Overtime, holidays, and weekends may be required and/or expected
  • Conduct job responsibilities in accordance with the standards set out in the Company’s Code of Business Conduct and Ethics, its policies and procedures, the Corporate Compliance Agreement, applicable federal and state laws, and applicable professional standards.
  • Other duties as deemed necessary by the manager

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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