Patient Intake Specialist

The role

You will coordinate referrals, gather information, and schedule appointments for therapy or functional testing. You will also match patients to clinics and serve as a contact for case managers and attorneys.

What you will do

• Schedule evaluations, treatments, and specialized testing.
• Review referrals and medical documentation.
• Match patients to the right clinic or specialist using internal tools.
• Serve as a point of contact for case managers, attorneys, and other partners.
• Monitor reports to identify scheduling trends or issues.
• Build relationships with clinics and referral partners.
• Track outreach and resolve scheduling challenges.
• Other projects and duties as assigned.

Required qualifications

• High school diploma or equivalent
• Experience helping customers or patients in a phone-based or fast-paced environment
• Strong communication and relationship-building skills
• Ability to stay organized, multitask, and problem-solve
• Comfortable using Microsoft Office and learning new systems and tools

Nice to have

• Familiarity with Upstream’s services

Benefits

• Annual paid Charity Day
• 100% employer paid medical health insurance premium option available
• Dental and Vision insurance
• 401(k) with company match
• Generous PTO
• Paid holidays

About the company

Upstream Rehabilitation is the country’s largest dedicated provider of outpatient physical and occupational therapy services. It operates with 1,200+ locations nationwide and 8,000+ employees.