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Virtual Intake Specialist Jobs (NOW HIRING)

Cardiac Intake Specialist

Clearwater, FL · On-site

$16.25 - $22/hr

Cardiac Intake Specialist Department: Clinical Services Reports To: Cardiac Intake Manager Location ... Familiarity with virtual care, telehealth, or patient monitoring programs. * Experience supporting ...

Intake Engagement & Billing Specialist

Lawrence, MA · On-site

$18.50 - $25/hr

Intake Specialist The Intake Specialist manages the referral systems for Vinfen's Integrated Care ... Checks referred members' insurance eligibility status in EOHHS Virtual Gateway platform at time of ...

Intake Specialist (11am - 8pm EST)

$18.25 - $24.25/hr

Intake Specialist Mindset was founded to create a better experience for those with a mental illness ... Experience using CRM, case-management, EHR, virtual phone, or online scheduling systems.

Intake Specialist

Northbrook, IL · On-site

$19 - $23/hr

About This Role As an Intake Specialist, you will be a key point of contact for our patients and ... virtual programming. Compass fills a critical gap between outpatient and inpatient care through an ...

Bilingual Intake Specialist (Global) Remote Are you the orchestrator of order in a fast-paced legal ... Support the attorney and virtual paralegal by providing accurate intake data that drives case ...

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Virtual Intake Specialist information

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How much do virtual intake specialist jobs pay per hour?

As of Sep 10, 2026, the average hourly pay for virtual intake specialist in the United States is $20.81, according to ZipRecruiter salary data. Most workers in this role earn between $17.07 and $22.84 per hour, depending on experience, location, and employer.

What is a virtual intake specialist?

A Virtual Intake Specialist is a professional who remotely conducts the initial screening and information gathering for clients or patients seeking services from an organization. They are responsible for collecting personal and medical information, verifying insurance or eligibility, scheduling appointments, and ensuring that all necessary documentation is complete before the client or patient proceeds to the next steps. Virtual Intake Specialists often work for healthcare providers, legal firms, or social service agencies, utilizing phone calls, video conferencing, and secure online forms to complete their tasks efficiently. Their role is crucial in streamlining the onboarding process and improving client experiences.

What are the key skills and qualifications needed to thrive as a virtual intake specialist?

To excel as a Virtual Intake Specialist, you need strong organizational skills, attention to detail, and experience with client or patient intake processes, often supported by a background in healthcare administration or customer service. Familiarity with electronic health records (EHR) systems, teleconferencing platforms, and secure data entry tools is typically required. Exceptional communication, empathy, and problem-solving abilities help you build rapport and efficiently gather accurate information from clients. These skills ensure smooth, accurate, and confidential intake processes, which are critical for effective service delivery and client satisfaction.

What are some common challenges faced by virtual intake specialists, and how can they be managed effectively?

Virtual Intake Specialists often handle a high volume of client inquiries and must accurately collect and input sensitive information while maintaining a personable and professional demeanor. Common challenges include managing competing priorities, ensuring clear communication with clients who may have varying levels of technological comfort, and adapting to changing protocols or software tools. Successful specialists typically manage these challenges by staying organized, using checklists or digital tools, and proactively seeking clarification from supervisors or team members when needed. Regular training and collaboration with colleagues also help maintain accuracy and efficiency in this remote environment.

What is the difference between Virtual Intake Specialist vs Virtual Medical Assistant?

AspectVirtual Intake SpecialistVirtual Medical Assistant
CredentialsTypically requires customer service or healthcare-related certificationsOften requires medical assisting certification or related credentials
Work EnvironmentRemote, primarily customer interaction and data entryRemote or hybrid, includes clinical support and administrative tasks
Employer & IndustryHealthcare providers, clinics, telehealth companiesMedical offices, clinics, healthcare organizations
Common Search & ComparisonYesYes

The Virtual Intake Specialist focuses on gathering patient information, scheduling, and initial communication, mainly handling administrative and customer service tasks. In contrast, a Virtual Medical Assistant performs clinical support duties, such as taking vital signs, managing medical records, and assisting healthcare providers. Both roles are remote and healthcare-related but differ in clinical versus administrative focus.

What cities are hiring for Virtual Intake Specialist jobs?

Cities with the most Virtual Intake Specialist job openings:

What are the most commonly searched types of Intake Specialist jobs?

The most popular types of Intake Specialist jobs are:

What states have the most Virtual Intake Specialist jobs?

States with the most job openings for Virtual Intake Specialist jobs include:

What are popular job titles related to Virtual Intake Specialist jobs?

For Virtual Intake Specialist jobs, the most frequently searched job titles are:

Cardiac Intake Specialist

Clearwater, FL • On-site

ROM Technologies, Inc.
Manufacturing • 51 - 200 employees

$16.25 - $22/hr

Other

Posted 14 days ago


Job description

JOB DESCRIPTION
Approved Opening Statement
At ROMTech, we are transforming rehabilitation through innovative technology and exceptional patient support. We are committed to helping patients achieve better outcomes through Clinician guided at-home rehab while delivering an outstanding experience throughout their recovery journey.
ROMTech is a medical technology company that has created and patented a revolutionary medical device and telemedical platform which delivers in-home rehabilitative care. Our disruptive technology has proven to yield faster recoveries and better outcomes with unmatched patient compliance. We began in orthopedics and have entered scale-up of our orthopedic business. We are now leveraging our core technology, infrastructure, and first mover position to enter cardiology, followed by other adjacent markets. Having created this new lane, we have a unique opportunity to serve as the global leader in the business, technology, and science of recovery, and to bring life-changing help to many millions of people.
Position Title: Cardiac Intake Specialist
Department: Clinical Services
Reports To: Cardiac Intake Manager
Location / Work Environment: Clearwater Office Environment
Worker Classification: W-2 Employee
FLSA Status: Non-Exempt
Job Level: Standard
Shift: 11:30am - 8:00pm EST
Job Purpose
The Cardiac Intake Specialist plays a critical role in supporting ROMTech's Clinician guided at-home rehab program by coordinating patient scheduling, onboarding, and operational support activities throughout the patient rehabilitation journey. This position ensures a seamless patient experience through effective communication, scheduling coordination, technical support, documentation, and collaboration with clinical and operational teams. The role contributes to patient engagement, continuity of care, clinical efficiency, and positive patient outcomes within ROMTech's virtual cardiac rehabilitation program.
Key Responsibilities
Essential Duties

  • Manage patient scheduling activities, including appointment scheduling, rescheduling, and coordination of patient coverage needs.
  • Coordinate staffing coverage and scheduling activities to ensure uninterrupted patient support when Cardiac Rehab Specialists (CRSs) are unavailable.
  • Collaborate with Cardiac Rehab Specialists, Clinical Leads, Registered Dietitians, Program Liaisons, Nurse Practitioners, Cardiologists, and other stakeholders to support patient care operations.
  • Facilitate patient onboarding activities and ensure smooth transitions throughout the rehabilitation program.
  • Educate patients regarding program expectations, requirements, schedules, and participation guidelines.
  • Support initial patient setup activities, including guidance regarding proper placement and usage of EKG monitors, pulse oximeters, blood pressure cuffs, and related equipment.
  • Assist patients with intake surveys and required onboarding documentation.
  • Provide first-line technical support during patient sessions and coordinate resolution of technology-related issues.
  • Collaborate with Information Technology and operational teams to address technical issues impacting session delivery.
  • Develop and support contingency planning efforts related to scheduling disruptions, staffing shortages, and technology challenges.
  • Utilize EMR and related systems to accurately document patient interactions, scheduling activities, and patient support needs.
  • Maintain HIPAA compliance and patient confidentiality in all activities.
  • Support program improvement initiatives and assist in identifying opportunities to increase operational efficiency and patient satisfaction.
  • Communicate professionally and effectively with diverse patient populations and interdisciplinary clinical teams.
  • Maintain accurate records, documentation, and tracking of patient-related activities.
Other Functions
  • Participate in training programs, team meetings, and departmental initiatives.
  • Assist with reporting, operational audits, and workflow improvement efforts.
  • Support special projects and process enhancement activities.
  • Performs other related duties as assigned to support operational and business needs.
JOB QUALIFICATIONS
Skills and Abilities
Required
  • Strong interpersonal and communication skills.
  • Excellent customer service and patient engagement abilities.
  • Strong organizational and scheduling coordination skills.
  • Ability to work effectively in a fast-paced healthcare environment.
  • Strong analytical and problem-solving skills.
  • Ability to manage multiple priorities simultaneously.
  • Experience utilizing Electronic Medical Record (EMR) systems.
  • Strong attention to detail and documentation accuracy.
  • Basic troubleshooting and technical support skills.
  • Proficiency with Microsoft 365 applications and healthcare-related technology platforms.
  • Knowledge of HIPAA and patient confidentiality requirements.
Preferred
  • Knowledge of cardiac rehabilitation workflows and patient support processes.
  • Familiarity with virtual care, telehealth, or patient monitoring programs.
  • Experience supporting multidisciplinary clinical teams.
  • Experience with scheduling software and workforce coordination tools.
Work Experience Requirements
Required
  • Minimum of two (2) years of experience performing scheduling, coordination, patient support, or similar operational responsibilities.
  • Minimum of five (5) years of experience as a Medical Assistant or in an equivalent healthcare support role.
  • Experience utilizing Electronic Medical Record (EMR) platforms.
Preferred
  • Experience working in a cardiology practice, cardiac rehabilitation environment, or cardiac care setting.
  • Experience supporting virtual healthcare or telehealth programs.
Education Requirements
Required
  • None.
Preferred
  • High School Diploma or equivalent.
  • Additional healthcare-related education or training.
License and Certification Requirements
Required
  • Current Basic Life Support (BLS) certification.
Preferred
  • Medical Assistant certification.
  • Additional cardiac care, rehabilitation, or healthcare support certifications.
Physical Demands and Working Conditions
Office Environment
  • Ability to sit at a computer terminal for an extended period.
  • Moderate noise (i.e., phone calls, online meetings, computer audio).
  • While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone, and keyboard.
  • Specific vision abilities required by this job include close vision requirements due to computer work.
  • Regular, predictable attendance is required.
  • Must be able to communicate clearly and professionally in both verbal and written formats.
  • Must be able to engage in active listening and express ideas effectively in person, by phone, and via virtual meetings.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Reasonable accommodation requests must be made in writing by emailing people@romtech.com.