
DOCUMENT REVIEW SPECIALIST (INTAKE)
Required skills
- Intake
- Scheduling
- Customer Service
- Record Management
- Document Management
- Triage
- Fax Requests
- New Patient Records
- Intake Forms
- Confidentiality
Nice to have
- Triage environment
- Patient experience
Role summary
Medix Infusion is seeking a Document Review Specialist for an administrative role focused on high-volume intake requests. The ideal candidate will possess strong interpersonal and organizational skills, with a solid aptitude for customer service and a passion for delivering a positive patient experience. Responsibilities include managing case records, prioritizing tasks, handling electronic and hard copy referrals, answering phones, and organizing documents while maintaining confidentiality. Proficiency in Microsoft Word, Excel, and PowerPoint is required. Previous experience in a triage or intake/scheduling environment is preferred.
- 2–3 years’ experience within a Triage environment supporting intake and scheduling team members preferred.
- Ability to create and maintain accurate, timely, and compliant case records.
- Experience solving customer service issues and prioritizing tasks appropriately.
- Passion for delivering a positive customer | patient experience.
- PC proficiency to include Word, Excel, and PowerPoint
- Maintain triage responsibilities including prioritizing and queuing fax requests.
- Responding to electronic referrals by creating new patient records/intake forms and channeling these appropriately.
- Review hard copy paperwork received for new and existing patients and streamline these to relevant team members.
- Assist in answering and routing phone calls.
- Scan/Upload and organize documents.
- Maintain confidentiality.
Reasons to Work at Medix Infusion
- Excellent Culture as ranked by our own employees (NPS Score)
- We Put the Patient First – Treating Others the Way We Want Ourselves or Our Family Treated
- We Do the Right Thing…
- Team Matters – We Always Assume Positive Intent
- Health Insurance (Company pays approx. 70% of medical coverage chosen)
- Dental/Vision Insurance (voluntary)
- Paid Time Off – tiered plan based on tenure starting at 120 hours annually
- Paid holidays – 7 days per year
- $50,000 life insurance/$50,000 AD&D Employer Paid (additional Voluntary Life/AD&D products available)
- Disability income protection plan (optional)
- 401 (k) savings plan and company match
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