Patient Intake Specialist

Patient Intake Specialist

Pay: $21.00-$24.00 per hour

Status: Non‑Exempt

Reports To: PFS & Coding Manager

Bilingual (Spanish) Preferred

About Us

Klamath Health Partnership (KHP) is a mission‑driven community health organization providing medical, dental, and behavioral health services to individuals and families across the Klamath Basin. We're committed to accessible care, cultural humility, and creating a welcoming environment for every patient who walks through our doors. Our teams value collaboration, growth, and supporting one another in meaningful work.

Why You'll Love Working Here

• Meaningful work: You play a direct role in helping patients access medical, dental, and behavioral health services in a welcoming, supportive environment.

• Team‑focused culture: Our front‑end teams are fully cross‑trained, collaborative, and committed to helping one another succeed.

• Growth and learning: You'll gain experience across medical intake, dental intake, front desk operations, and medical records - a great fit for someone who enjoys variety and developing new skills.

• Stable schedules & dependable support: We offer consistent hours, clear processes, and leadership that values communication and professionalism.

• Mission‑driven organization: KHP is dedicated to accessible care, cultural humility, and serving our community with compassion.

• Strong benefits package: Competitive pay, comprehensive insurance, retirement contributions, paid time off, and training opportunities.

Position Overview

The Patient Intake Specialist is part of a cross‑trained front‑end team supporting medical, dental, and medical records operations. This role helps patients feel welcomed, gathers accurate information, maintains complete records, and keeps clinic workflows running smoothly across multiple locations.

What You'll Do

As a Patient Intake Specialist, you'll be part of a fully cross‑trained front‑end team that supports medical, dental, and medical records operations. You'll help patients feel welcomed, gather accurate information, maintain complete records, and keep clinic workflows running smoothly across multiple locations.

Front Desk & Intake

• Welcome patients and guide them through the check‑in process.
• Interview patients to collect demographic and insurance information.
• Enter and update patient information in the EHR accurately and promptly.
• Verify insurance coverage and document benefit details.
• Explain clinic policies, payment expectations, and hours.
• Schedule, confirm, and reschedule appointments.
• Monitor cancellations/no‑shows and assist with reassignment.
• Answer incoming calls, take messages, and contact patients for sooner appointments.
• Process patient payments and follow financial documentation procedures.

Medical Records

• Compile, verify, and upload medical records in compliance with HIPAA.
• Prepare, maintain, and review patient records for completeness.
• Scan and upload documents into designated EHR areas.
• Manage medical records fax lines and queues.
• Locate and deliver records requested by clinic departments.
• Respond to record requests from outside offices, patients, and insurance entities.
• Post lab results, dictation, reports, and correspondence after provider review.
• Sort incoming mail and assist with patient reassignment.

Cross‑Training & Float Support

• Provide float coverage across medical intake, dental intake, front desk, and medical records.
• Support a cohesive, cross‑trained team across all clinic sites.
• Perform other duties as assigned.

What You'll Bring

• A high school diploma or GED; or 1-3 months related experience/training; or an equivalent combination of education and experience.
• Experience in a medical or dental front office or medical records environment preferred.
• Bilingual (Spanish) strongly preferred.
• CPR/First Aid/BLS certification preferred.
• Clear, professional communication skills - in person and by phone.
• Ability to follow instructions, apply policies, and handle routine problems with professionalism.
• Strong attention to detail and comfort using modern office equipment and EHR systems.
• A welcoming, customer‑service‑focused approach with patients, providers, and coworkers.
• Ability to maintain confidentiality and comply with HIPAA requirements.

Benefits

• KHP offers a competitive and comprehensive benefits package, including:
• Medical, dental, and vision insurance
• Employer‑paid life and disability coverage
• Retirement plan with employer contribution
• Generous paid time off and holidays
• Employee Assistance Program
• Professional development and training opportunities
• A supportive, mission‑driven work environment

Physical Requirements

This role requires regular walking, talking, bending, lifting, carrying, writing, and hearing. Frequent standing, sitting, and use of hands for typing and handling materials. Vision requirements include close, distance, color, depth perception, and ability to adjust focus. Reasonable accommodations may be made for individuals with disabilities.