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New Patient Intake Jobs in California (NOW HIRING)

Complete demographic intake, including insurance information. * Send new patient packets through the patient portal. * Answer inquiries from the website. * Enter new patients into the schedule ...

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POSITION SUMMARY The New Patient Coordinator is responsible for coordinating and facilitating the intake and scheduling of all new patient referrals. This role ensures timely processing of referrals ...

New Patient Coordinator

La Mesa, CA · On-site

$18 - $23.50/hr

Patient Coordinator Pain Management Location: La Mesa California Department: Clinical Operations ... with intake forms, medical histories, and consent documents * Upload and organize records within ...

New Patient Coordinator

La Mesa, CA · On-site

$18 - $23.50/hr

Patient Coordinator - Pain Management Location: La Mesa California Department: Clinical Operations ... with intake forms, medical histories, and consent documents * Upload and organize records within ...

Intake Specialist

Torrance, CA · On-site

$18.25 - $24.50/hr

Takes all new patient inquiries for occupational, physical, and speech therapy services * Meets and coordinates with parents to obtain all applicable documents for therapy * Maintains ongoing ...

Intake Specialist

Torrance, CA · On-site

$18.50 - $24.75/hr

Takes all new patient inquiries for occupational, physical, and speech therapy services * Meets and coordinates with parents to obtain all applicable documents for therapy * Maintains ongoing ...

Patient Services/Intake Report to: Intake Supervisor Position Type: Full-time Position Overview: Perform duties related to the processing of new referrals and refill specialty prescriptions. They ...

Patient Services/Intake Report to: Intake Supervisor Position Type: Full-time Position Overview: Perform duties related to the processing of new referrals and refill specialty prescriptions. They ...

Patient Services/Intake Report to: Intake Supervisor Position Type: Full-time Position Overview: Perform duties related to the processing of new referrals and refill specialty prescriptions. They ...

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... new patient intake, follow-up appointments, imaging appointments, procedures, and referrals. · Communicate appointment instructions, preparation requirements, and follow-up care information to ...

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New Patient Intake information

What is a new patient intake?

A New Patient Intake is the process of collecting important information from patients who are visiting a healthcare provider for the first time. This typically involves gathering personal details, medical history, insurance information, and any current health concerns. The intake process helps ensure that healthcare providers have all the necessary background to offer safe and effective care. It may be done in-person, over the phone, or through online forms before the first appointment. Efficient new patient intake improves the patient experience and streamlines clinic operations.

What is the difference between New Patient Intake vs Medical Receptionist?

AspectNew Patient IntakeMedical Receptionist
CredentialsMay require medical history knowledge, basic healthcare trainingTypically no specific healthcare credentials required
Work EnvironmentClinics, hospitals, healthcare officesMedical offices, clinics, hospitals
Primary ResponsibilitiesGathering patient information, scheduling, insurance verificationGreeting patients, scheduling appointments, managing phone calls
Common Search IntentPatient registration, new patient proceduresFront desk duties, appointment scheduling

While both roles involve front-office tasks in healthcare settings, New Patient Intake focuses on collecting detailed patient information and preparing new patients for care, often requiring some healthcare knowledge. Medical Receptionists handle general administrative tasks like greeting patients and scheduling, with less emphasis on medical details.

What are some common challenges faced in a new patient intake role, and how can they be managed effectively?

One of the most common challenges in a New Patient Intake role is managing high call volumes and ensuring accuracy while collecting sensitive patient information. Balancing efficiency with empathy is crucial, as new patients may feel anxious or overwhelmed. Staying organized, using checklists, and leveraging electronic health record (EHR) systems can help streamline the process. Effective communication with clinical and administrative teams is key to resolving any discrepancies quickly and providing a smooth onboarding experience for patients.

What are the key skills and qualifications needed to thrive as a new patient intake specialist, and why are they important?

To thrive as a New Patient Intake Specialist, you need strong organizational skills, attention to detail, and experience in healthcare administration, often supported by a high school diploma or associate's degree. Familiarity with electronic health record (EHR) systems, patient scheduling software, and HIPAA compliance is typically required. Excellent interpersonal communication, empathy, and problem-solving abilities help build rapport with patients and ensure a smooth intake experience. These skills are crucial for accurately collecting patient information, maintaining regulatory compliance, and delivering a positive first impression of the healthcare facility.
What are the most commonly searched types of New Patient Intake jobs in California? The most popular types of New Patient Intake jobs in California are:
What cities in California are hiring for New Patient Intake jobs? Cities in California with the most New Patient Intake job openings:

Bilingual Patient Intake Specialist (English/Spanish)

Brightside Specialty Pharmacy

Santa Ana, CA • On-site

$18 - $20/hr

Full-time

Medical, Dental, Vision, PTO

Posted 2 days ago

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Job description

Brightside Rx
Location: Santa Ana, CA
Job Type: Full-Time (In-Office Only)
Schedule: Monday–Friday | 9:00 AM – 5:30 PM
Pay: $18.00–$20.00 per hour


About Brightside Rx

Brightside Rx is a growing specialty pharmacy dedicated to providing exceptional service to patients involved in personal injury and workers' compensation cases. We work closely with patients, healthcare providers, attorneys, and case managers to ensure medications are delivered quickly and accurately.

We are seeking a compassionate, organized, and detail-oriented Bilingual Patient Intake Specialist to join our team. If you enjoy helping people, thrive in a fast-paced environment, and have outstanding customer service skills, we'd love to hear from you.


Responsibilities

As a Patient Intake Specialist, you will be responsible for ensuring new patient referrals are processed accurately and efficiently.


Your responsibilities will include:

  • Entering new referrals into Monday.com and DigitalRx pharmacy software.
  • Accurately entering prescriptions into the pharmacy management system.
  • Completing patient intake by verifying:
    • Full name
    • Date of birth
    • Address
    • Phone number
    • Allergies
    • Medical conditions
    • Current medication list
  • Scheduling medication deliveries with patients.
  • Collecting missing referral information, including:
    • Date of Loss (DOL)
    • Law firm information
    • Case manager information
  • Contacting physicians' offices to obtain prescription orders and missing documentation.
  • Contacting law firms and case managers to gather missing referral information.
  • Reaching out to patients to obtain updated or alternate contact information when needed.
  • Maintaining complete and accurate patient records.
  • Working closely with pharmacists and other team members to provide exceptional patient service.


Qualifications

We are looking for someone who is:

  • Fluent in English and Spanish (Spanish fluency is required).
  • Able to type at least 60 words per minute.
  • Friendly, compassionate, and patient when speaking with clients.
  • Highly organized with excellent attention to detail.
  • Able to multitask efficiently in a fast-paced environment.
  • Comfortable communicating with patients, healthcare providers, attorneys, and case managers throughout the day.
  • Tech-savvy and comfortable learning new software.
  • Proficient in Microsoft Outlook and general computer applications.
  • Reliable, dependable, and a strong team player.

No pharmacy license or certification is required.


Benefits

  • Competitive pay: $18.00–$20.00 per hour
  • Paid Time Off (PTO)
  • Medical and dental benefits after 90 days
  • Performance-based bonus opportunities (not guaranteed)
  • Monday–Friday schedule (no weekends)
  • Opportunity for growth within a rapidly expanding company


Why Join Brightside Rx?

At Brightside Rx, every team member plays an important role in helping patients receive the medications they need quickly and efficiently. We pride ourselves on providing exceptional customer service while fostering a supportive, team-oriented work environment.

If you're compassionate, organized, bilingual, and looking for an opportunity to grow with a company that values its employees, we'd love to hear from you!

To Be Considered, Applicants Must:

  • Be fluent in both English and Spanish.
  • Be able to type at least 60 WPM.
  • Be comfortable working in a fast-paced office environment.
  • Be able to work Monday through Friday, 9:00 AM–5:30 PM in our Santa Ana office.
  • Have excellent communication and customer service skills.
  • Be comfortable speaking with patients, medical providers, attorneys, and case managers throughout the day.


We look forward to meeting you!

Company Description

Specialty pharmacy in workers compensation and retail. Looking for dedicated team members to grow the business and grow their careers.