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Patient Intake Representative Jobs in California

... of patient care with each interaction. Essential Duties & Responsibilities: * Initiates intake ... Representative , if that sounds like something you want to be a part of, then look no further.

$18.31 - $23.80/hr

The Patient Service Representative (PSR) serves as the first connection between Intermountain and ... patient intake and care, which may include greeting and checking-in/out patients, as well as ...

The Patient Service Representative (PSR) serves as the first connection between Intermountain and ... patient intake and care, which may include greeting and checking-in/out patients, as well as ...

The Patient Service Representative (PSR) serves as the first connection between Intermountain and ... patient intake and care, which may include greeting and checking-in/out patients, as well as ...

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Patient Intake Representative information

See California salary details

$12

$17

$23

How much do patient intake representative jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for patient intake representative in California is $17.70, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $18.51 per hour, depending on experience, location, and employer.

What is the difference between Patient Intake Representative vs Medical Office Assistant?

AspectPatient Intake RepresentativeMedical Office Assistant
CredentialsHigh school diploma; some roles may require certification in medical billing or customer serviceHigh school diploma; certification in medical assisting often preferred
Work EnvironmentFront desk of clinics, hospitals, or healthcare officesMedical offices, clinics, hospitals, performing administrative and clinical tasks
Primary ResponsibilitiesScheduling appointments, patient check-in, insurance verificationScheduling, patient intake, basic clinical support, administrative tasks

Both roles involve patient interaction and administrative duties in healthcare settings. The Patient Intake Representative primarily focuses on patient check-in and insurance verification, while the Medical Office Assistant may handle a broader range of clinical and administrative tasks. The roles often overlap but differ in scope and responsibilities.

What does a patient intake representative do?

A Patient Intake Representative is responsible for greeting patients, collecting personal and insurance information, verifying medical records, and ensuring all necessary forms are completed before a patient receives care. They often answer patient questions, schedule appointments, and serve as a liaison between patients and medical staff. Their role is crucial for maintaining accurate records and providing a smooth, welcoming experience for patients entering a healthcare facility.

What are some common challenges a patient intake representative may encounter and how can they be addressed?

Patient Intake Representatives often face challenges such as managing high patient volumes, handling sensitive patient information, and navigating complex insurance verification procedures. Strong organizational skills and clear communication can help manage the flow of patients efficiently and ensure accuracy in data entry. Building rapport with patients, maintaining professionalism during stressful situations, and staying up-to-date on healthcare regulations are key to overcoming these challenges and providing a positive experience for both patients and the healthcare team.

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

To thrive as a Patient Intake Representative, you need strong organizational skills, attention to detail, and a high school diploma or equivalent, with experience in healthcare administration being highly beneficial. Familiarity with electronic health record (EHR) systems and patient management software is typically required, along with understanding HIPAA regulations. Outstanding communication, empathy, and multitasking abilities help you excel in patient interactions and collaborate with healthcare teams. These skills are vital for ensuring accurate patient information, a smooth intake process, and a positive first impression for patients entering a healthcare facility.
What job categories do people searching Patient Intake Representative jobs in California look for? The top searched job categories for Patient Intake Representative jobs in California are:
What are popular job titles related to Patient Intake Representative jobs in CA? For Patient Intake Representative jobs in CA, the most frequently searched job titles are:
Infographic showing various Patient Intake Representative job openings in California as of August 2026, with employment types broken down into 3% As Needed, 70% Full Time, 19% Part Time, and 8% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $36,818 per year, or $17.7 per hour.

Intake Representative

RE Pharmacy

Palm Desert, CA โ€ข On-site

$20 - $25/hr

Full-time

Posted 14 days ago


Job description

About River's Edge Pharmacy:
River's Edge Pharmacy has become a leader in infusion therapy services. Administered by specially trained infusion nurses, these services are provided at standalone locations, physicians' offices. Each location provides individualized care in a private setting for procedures including IVIG, Hemophilia, Chemotherapy, TPN, and Pain Management.
THE RIVER'S EDGE STORY
River's Edge Pharmacy started in Rancho Mirage, CA in 2008 to address the need for compassionate care by specialty pharmacies. In 2013, the Company moved to a larger facility in Palm Desert, CA.
The successful execution of River's Edge Pharmacy's growth strategy led to the opening of a total of nine infusion locations and two pharmacies in California.
Since the expansion, River's Edge Pharmacy has become the specialty pharmacy and infusion service provider of choice for patients and physicians seeking exceptional expertise, human kindness, and professional guidance.
The team of pharmacists, technicians, and care experts at River's Edge Pharmacy serve as patient advocates by combining professional expertise with caring support. These services are all part of River's Edge Pharmacy's commitment to helping patients live better lives while navigating the complicated world of medicine and health insurance.
Position Title: Intake Representative
Department: 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 will be responsible for fostering the relationship between doctors, patients, insurance, and the pharmacy. They will have a working knowledge of the specialty prescription life cycle and the intake team's role in the cycle.
Primary Responsibilities:
  1. Obtain refill authorizations and check status of Pre Authorizations with PA team
    2. Complete patient registration for new prescriptions
    a. Obtain additional information to complete registration
    3. Review patient information for accuracy and changes on refill prescriptions
    4. Participate in patient care coordination
    a. Verify prescription with insurance, doctor, and patient
    b. Communicate with patients regarding coverage and financial obligations
    c. Proactively aide with copay assistance programs and applications
    5. Follow protocol for zero refill prescriptions
    6. Maintain company standard on turnaround time per prescription
    7. Escalate delays and concerns to Intake Supervisor

Team Specific Accountablities:
1. Communicate with patients to obtain information required to process prescriptions, refills, access benefits and apply charges against co-pay cards, and build trusted and enduring customer relationships that yield loyalty.
2. Investigate and verify benefits for pharmacy and medical third party claims for assigned cases. May communicate with financial assistance team of drug manufacturers to apply for and secure financial assistance for patient when assigned.
3. Follow up with Pre-Authorization team to provide additionally required information, track progress, and maintain contact with customers to keep them continuously informed.
4. Facilitate appeals process between the patient, physician, and insurance company by requesting denial information.
5. Compose clinical appeal letters based on specific denial reason and patient's clinical presentation. Ensure all clinical information and documentation are obtained prior to appeal submission. Coordinate appointment of representative document with patient and physician office.
6. Complete status check with insurance company regarding appeal and approval or denial status. Obtain approval information and activate copay cards based on eligibility and specific drug prescribed.
7. Track, report, and escalate service issues arising from requests for authorizations, financial assistance or other issues that delay service, to ensure patient access and to avoid delays that may interrupt therapy.
8. Build and maintain effective business relationships with prescribers treating assigned set of disease states and provide ongoing communication of specific case-related information as appropriate.
9. Complete a series of assessments mandated by either manufacturer contracts or operations. Facilitate patient enrollment with manufacturer hubs when required.
10. Review notifications of patients in need of financial assistance to cover the cost of their prescriptions. Communicate with patients to provide information regarding assistance programs and community resources that provide the required assistance.
11. Obtain required information and permission from patients and submit electronic applications for financial assistance on their behalf, or provide patients with forms required by assistance providers. Follow up with patients and assistance providers on status of claim to avoid interruption in therapy.
12. Update all unfilled prescription activity status in the software every 48 hours.
13. Ensure that work activities comply with the organization's defined standards and procedures, and in a manner that provides the best available level of service and quality.
Plus - may perform other duties as assigned.
Education:
  • High school diploma or equivalent required
  • Associate or Bachelor's degree in healthcare, life sciences, or business preferred
  • CA BOP Pharmacy Technician License preferred

Experience:
  • 1 or more years prior Pharmacy or experience.
  • 1 or more years prior experience with Specialty or Infusion Pharmacy medications.

Technical / Specialized Knowledge, Skills Abilities
  • Thorough knowledge of Specialty Pharmacy laws and regulations.
  • Proficient with Microsoft Office Suite or related software.
  • Excellent verbal and written communication skills.
  • Excellent interpersonal, negotiation, and conflict resolution skills.
  • Excellent organizational skills and attention to detail.
  • Strong analytical and problem-solving skills.
  • Ability to prioritize tasks and to delegate them when appropriate.
  • Ability to act with integrity, professionalism, and confidentiality.

Working Conditions:
  • This is a full-time position in a professional office environment.
  • The role requires prolonged periods of sitting, frequent use of a computer and other standard office equipment, and occasional lifting of up to 20 pounds.
  • Regular attendance and punctuality are essential. Some evening or weekend work may be required based on business needs.

Equal Opportunity Employer:
We are an equal opportunity employer committed to diversity and inclusion. We celebrate diversity and are dedicated to fostering an inclusive environment for all employees.