

Bilingual Intake Coordinator, Esperta Health (Remote, U.S.)
Coordinate referrals for Esperta Health’s in-home wound care services, from intake and eligibility checks through admission or final disposition. Work with members, providers, payors, and clinical teams in English and Spanish.
Description
- Process referrals after handoff from Member Engagement and monitor inboxes, secure messages, and fax queues throughout the day.
- Check referrals for required demographic, contact, insurance, clinical, provider, and scheduling details, and follow up on missing or conflicting information.
- Maintain referral and member records in BOP and other designated systems, including notes, status updates, task ownership, and disposition reasons.
- Verify insurance and payor details, coordinate eligibility checks, and identify authorization, referral, and documentation requirements.
- Confirm clinical records and wound information are available before referrals advance, and check members’ locations and availability for in-home care.
- Track referrals from receipt through admission or final disposition.
- Identify obstacles to an initial visit and follow up on canceled, unsuccessful, delayed, or unresolved referrals.
- Coordinate member re-engagement with Member Engagement, Patient Care Coordinators, and Regional Clinical Operations.
- Record reasons referrals do not convert and monitor their age and next steps.
- Direct referrals to the appropriate regional team and track handoffs to completion.
- Update internal and external partners in English and Spanish on referral status, barriers, missing information, and next steps.
- Escalate clinical, safety, and service eligibility questions without making clinical decisions independently.
- Report on referral volume, pending items, conversion, and non-conversion trends.
- Spot intake process gaps and support workflows that help prevent lost referrals and admission delays.
Requirements
- High school diploma or equivalent.
- At least two years of experience in healthcare referral intake, patient access, eligibility verification, medical scheduling, care coordination, medical office administration, or a related healthcare setting.
- Experience managing referral documents, inboxes, faxes, task queues, and follow-up workflows, and working with patients, providers, health plans, and clinical teams.
- Fluency in spoken English and Spanish, including the ability to communicate with members and caregivers in both languages.
- Strong written communication, accurate data entry, attention to detail, organization, and follow-through.
- Ability to manage a high volume of referrals and prioritize by urgency, referral age, payor requirements, and readiness for service.
- Working knowledge of HIPAA and proper handling of protected health information.
- Proficiency with Microsoft Office, Teams, electronic fax platforms, and web-based healthcare systems.
Benefits
- Medical, dental, and vision health care plan
- 401(k) or IRA retirement plan
- Basic and voluntary life insurance, including AD&D
- Paid vacation, sick leave, and public holidays
- Maternity and paternity leave
- Short-term and long-term disability coverage
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