- The Engagement Center’s Data Intake Specialist will support the patient journey team by verifying various data sources and transcribing the information into the CEC’s customer relationship management system.
- The Data Intake Specialist role is critical to start the process of helping patients gain access to our products and programs.
- Working under the Associate Director, Case Management, the Team Lead, Intake Specialist is responsible for supporting the day-to-day operations of the Patient and Specialty Services (PSS) Patient Support Center (PSC).
- The Supervisor will be responsible for the direct oversight and management of a team of Intake Specialists in order to monitor the team’s activity, achievement of Key Performance Indicators (KPIs), productivity and quality.
- As Team Lead you will also participate in development and design pre-implementation sessions that may include testing and system simulations.
- You will be responsible for assuring the Intake Specialists on the team are able to
- access and utilize the CRM system for day-to-day data entry of faxed information such as Start Forms, insurance cards, and other information to help enroll a patient in services,
- access knowledge and content to help Intake Specialists be successful in their role,
- ensure the team is appropriately trained and ready to support the assigned program.
- Team Lead will also be responsible for man-aging any escalations surrounding process and/or systems, as well as providing performance feedback to CNs during performance reviews and other touchpoints throughout the year.
Responsibilities:
Your responsibilities will include, but are not limited to:
- Lead and manage a team of 10-15 Intake Specialists.
- Review source documents such as faxed patient service request forms.
- Accurate and timely data entry of source documents (within key performance indicators).
- Postal mail, email, or other source document intake, review and processing.
- Held accountable to departmental metrics as designed.
- Review source documents for Potential Adverse Event identification and reporting.
- Supporting the day-to-day operations, escalations, and performance of highly customer-focused Intake Specialist team across channels such as Web, Chatbot, e-fax etc.
- Monitor performance, attendance, and quality at the team level and lead coaching, training, and support to drive service excellence and KPI achievement.
- Identify trends in associate behavior and performance to guide coaching, training and communication; assist in identification of process improvements.
- Share and encourage best practices for motivating Intake Specialists, foster a collaborative team environment; foster a culture of innovation.
- Communicate regularly with the team regarding policy changes, improvement opportunities, and policies.
- Other special projects as assigned.