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Intake Lead

Intake Lead

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About The Company

MedData, a MEDNAX (NYSE: MD) company, is a technology-enabled services organization that improves financial outcomes for hospitals by enhancing the patient experience and expanding their access to healthcare. The MedData managed services program includes a range of patient access and communications, revenue cycle management, and consulting and analytics solutions for healthcare systems, including billing, coding, patient balances, eligibility and enrollment, third party liability, and mobile apps.
At MedData, we take great pride in our company, in each other, and in our 30+ year history of accomplishments and success. This pride is reflected in our everyday approach to working together. Each team member understands the importance of being part of a company that values their individual contributions and strives to help them achieve their personal goals as they work together to achieve the broader corporate goals. We believe that every team member contributes directly to MedData’s growth and success, and we are constantly searching for new talented, passionate and enthusiastic people who will take pride in being an integral part of our culture.

Job Description

MedData has an excellent career opportunity available as a Hospital Intake Lead to work in an hospital setting located in Stanford, CA. The schedule for this full time role is Monday- Friday 8:30am-5pm.  



The purpose of this position is to connect uninsured hospital patients to programs that will cover their medical expenses. Working as the liaison between the patient in need, the hospital facility and government agencies. Provide mentoring to Patient Advocates and communicate with clients to ensure effective functioning of the operation.  



  • Manage follow up and resolution of complex cases or those requiring the appeals process
  • Act as a mentor for other Patient Advocates and assisting in the training process for new staff
  • Being a resource for Patient Advocates questions related to process, programs, payers, etc. Escalate any problems or concerns to Supervisor, Regional Director and/or Director of Operations
  • Screen uninsured hospital patients in an effort to find government programs to cover medical expenses
  • Complete thorough review of discharged accounts to ensure quality of the appropriate applications with a discharge summary
  • Detailed, accurate and timely documentation in both PAT and the hospital systems on all cases worked
  • Collaborate with hospital staff, case managers, social workers, financial counselors
  • Assist in preparation of any reports that will be distributed to management and clients
  • Provide mentorship to other advocates as assigned by Project Manager 
  • Provide onsite support to all Intake Advocates as needed.
  • Complete caseload checks, in-house reviews, and provide overflow assistance as needed
  • Ensure Protocols are updated in HSP/PAT and maintained
  • Review, audit, and provide guidance daily on all in-house accounts to confirm we are pursuing and working accounts timely; proactively and with the utmost quality
  • Complete/Ensure Effort Analysis are completed on all Intake monthly
  • Complete Intake Audits on all Intakes daily, weekly, monthly, quarterly; or as set forth based on level of Intake
  • Escalate client and patient issues, concerns, problems in a proactive and timely manner to Supervisor, Program Manager, and/or Executive Director
  • Provide support to Supervisor, Program Manager, and Executive Director when needing to review and address cases/issues that require urgent or immediate attention
  • Assist with clearing Management Flagged accounts to ensure Intake advocates are working toward resolutions timely and effectively
  • Escalate In-House urgent and emergent cases to county supervisors as needed
  • Certify In-House Checklists are updated and readily available in HSP in PAT
  • Certify accuracy of Protocols section of PAT
  • Cultivate a teamwork and trustworthy environment
  • Perform Quality Checks on applications and supplemental forms prior to submitting to governmental agency
  • Audit accounts to safeguard correct program(s) are being pursued, updated properly to ensure internal communications are not shared with client
  • Perform other duties as required or requested by management



  • Previous case management experience preferred
  • High School Diploma or GED required, some college coursework preferred 
  • Ability to demonstrate effective staff training
  • Adaptability when dealing with constantly changing processes, computer systems and government programs
  • Professional experience working with state and federal programs
  • Exemplary critical thinking skills
  • Excellent time management and prioritization skills
  • Accustomed to working in a rapidly changing environment
  • Demonstrates ability to hear, assess, and prioritizing client requests and concerns
  • Possesses Analytical and Problem-Solving Skills
  • Working knowledge of computer functions including, but not limited to navigating the internet and proficient in using Microsoft Office applications as well as others utilized by client and providers
  • Adhere to HIPAA, ACA, and EMTALA regulations
  • Excellent communication skills both written and oral


This job description is to serve as a guide but no way is it to be considered a comprehensive list of task, duties and responsibilities that will be required by the employee.


To join our team of 2,000 employees and growing, please visit apply directly to this posting.

MedData is an equal opportunity employer.