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