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New Patient Intake Jobs (NOW HIRING)

Holtorf Medical Group

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New Patient Functional Medicine Intake Coordinator

El Segundo, CA · On-site

$24 - $28/hr

Scheduling new patient appointments * Following up with prospective and new patients * Coordinating intake forms, records, and other required information * Responding to phone, email, and patient ...

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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 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 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 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.

More about New Patient Intake jobs

What cities are hiring for New Patient Intake jobs?

Cities with the most New Patient Intake job openings:

What are the most commonly searched types of New Patient Intake jobs?

The most popular types of New Patient Intake jobs are:

What states have the most New Patient Intake jobs?

States with the most job openings for New Patient Intake jobs include:

What job categories do people searching New Patient Intake jobs look for?

The top searched job categories for New Patient Intake jobs are:

New Patient Intake jobs near you
Infographic showing various New Patient Intake job openings in the United States as of August 2026, with employment types broken down into 4% As Needed, 68% Full Time, 19% Part Time, and 9% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Patient Intake Specialist

Upstream Rehabilitation

Birmingham, AL • On-site

$15 - $18/hr

Full-time, Part-time, Per diem

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago

Upstream Rehabilitation rating

6.3

Company rating: 6.3 out of 10

Based on 69 frontline employees who took The Breakroom Quiz

671st of 893 rated healthcare providers

Job description

Upstream Rehabilitation is looking for a Full Time Patient Intake Specialist to join our team!
Patient Intake Specialist
Location Type: Remote (Must Reside in the United States)
Build Your Career with Us!
Upstream Rehabilitation is the country's largest dedicated provider of outpatient physical and occupational therapy services. Our mission is to inspire and empower the lives we touch, to serve our communities, and to lead with purpose-driven passion.
We are committed to delivering remarkable experiences and fostering an inclusive workplace where differences are valued and celebrated. With 1,200+ locations nationwide, 26 brand partners, and 8,000+ employees, Upstream operates at scale while leveraging data, technology, and innovation to drive smarter decisions and operational excellence across the organization.
The Role:
Join the Upstream Rehabilitation team and make a meaningful impact on patients' lives every day. As a Patient Intake Specialist, you'll play a key role in helping patients access the care they need; coordinating referrals, gathering important information, and scheduling appointments with the right clinic for therapy or functional testing. You'll be part of a team that's dedicated to delivering a seamless, supportive experience for every patient.
What You'll Do:
  • Help patients get the care they need by scheduling evaluations, treatments, and specialized testing (like FCEs) quickly and accurately.
  • Review referrals and medical documentation to make sure every appointment is set up for success.
  • Match patients to the right clinic or specialist using internal tools, ensuring the best fit for their care needs.
  • Serve as a key point of contact for case managers, attorneys, and other partners; keeping communication clear, timely, and tailored to their preferences.
  • Keep a pulse on scheduling activity by monitoring reports and identifying trends or issues, then partnering with your team to find solutions.
  • Build strong, lasting relationships with clinics and referral partners to support a seamless patient experience.
  • Stay organized and proactive, tracking outreach, resolving scheduling challenges, and helping the team meet its goals.
  • Other projects and duties as assigned.

Who You Are:
  • High school diploma or equivalent
  • Experience helping customers or patients in a phone-based or fast-paced environment
  • Strong communication and relationship-building skills
  • Ability to stay organized, multitask, and problem-solve with a calm, professional approach
  • Comfortable using Microsoft Office and learning new systems and tools.

Nice to Haves:
  • Familiarity with Upstream's services.

Why You'll Love Working Here
  • The chance to directly shape our organization's growth by hiring the talent that drives our mission.
  • Opportunities to stretch your skills-whether you're building pipelines, designing sourcing strategies, or advising leadership.
  • A collaborative team environment where your ideas are valued.
  • Competitive compensation, comprehensive benefits, and ongoing professional development.

Benefit Offerings:
  • Annual paid Charity Day to give back to a cause meaningful to you
  • 100% employer paid medical health insurance premium option available
  • Dental and Vision insurance
  • 401(k) with company match
  • Generous PTO and paid holidays
  • Supportive team and leadership invested in your success

A Better Place to Build Your Career
Upstream Rehabilitation offers meaningful opportunities across corporate and non-clinical roles, both remotely and in corporate offices nationwide. We invest in our people through leadership development programs, ongoing education, and professional growth opportunities.
Our corporate teams are critical to Upstream's success-and to the culture that makes this a great place to work. You'll join a group of talented professionals who collaborate, innovate, and know how to have fun while making a real impact.
Salary Range: $15.00 - $18.00/hour
Estimated pay ranges listed above are based on several factors including but not limited to your pay class, experience, background and geographic location of the clinic
Benefits and eligibility are dependent on employment status and pay class (full-time, part-time, or PRN). Specific details will be provided during the hiring process.
Follow @Lifeatupstream on Instagram, and check out our LinkedIn company page to learn more about what it's like to be part of the #upstreamfamily.
CLICK HERE TO LEARN EVEN MORE ABOUT UPSTREAM
#LI-Remote
Upstream Rehabilitation is an Equal Opportunity Employer that strives to provide an inclusive work environment where our differences are celebrated for the value they bring to our communities, our patients and our teammates. Upstream Rehabilitation does not discriminate on the basis of race, color, national origin, religion, gender (including pregnancy), sexual orientation, age, disability, veteran status, or other status protected under applicable law.

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