The Intake Specialist at Synergy Injury Relief PLLC (SIR) is responsible for managing the initial patient intake process for all personal injury patients under a Letter of Protection (LOP). This role ensures all required documentation, attorney information, insurance details, and prescreening requirements are completed accurately and timely prior to scheduling.

This position is critical to maintaining compliance, protecting revenue, and ensuring smooth patient flow within a fast-paced personal injury clinic.

Responsibilities

1. New Patient Intake Processing

Answer incoming calls and respond to attorney and patient inquiries
Collect and verify:
Patient demographics
Attorney information
Date of accident
Claim number
Adjuster information (if applicable)
Ensure LOP documentation is received prior to scheduling
Confirm prescreening is completed 24 hours before appointment (unless same-day exception applies)
Upload all documents into EMR (ModMed)

2. LOP & Attorney Coordination

Obtain signed Letter of Protection prior to visit
Communicate with law firms regarding missing documents
Track outstanding LOPs daily
Maintain attorney contact list accuracy
Document all communication in EMR

3. Scheduling & Eligibility

Schedule new patient evaluations
Confirm patient qualifies as personal injury case
Verify accident date falls within acceptable timeframe
Ensure patient has not been previously discharged for non-compliance
Confirm no outstanding balances from prior visits

4. Documentation & Compliance

Ensure all intake forms are completed:
Demographics
HIPAA acknowledgement
Financial policy
Consent to treat
Assignment of benefits (if applicable)
Maintain HIPAA compliance at all times
Protect patient confidentiality
Follow Texas Medical Board and federal guidelines
Collect and verify:
Patient demographics
Attorney information
Date of accident
Claim number
Adjuster information (if applicable)
Ensure LOP documentation is received prior to scheduling
Confirm prescreening is completed 24 hours before appointment (unless same-day exception applies)
Upload all documents into EMR (ModMed)

Job Type: Full-time

Benefits:

Bereavement leave
On-the-job training
Paid time off