Intake Coordinator 1


Temecula, CA [Hybrid/Remote]

Position Summary:

The Intake Coordinator is responsible for the acceptance, processing and coordination of all referrals for patient care services. Determines eligibility and benefits for new referrals or readmissions, obtains authorizations and secures financial obligations for new admissions or readmissions. Coordinates with pharmacy, nursing and client service specialists to initiate patient care services.

Essential Functions and Duties:

  • Answers telephones utilizing appropriate etiquette and speaks referral sources, patient, family members, clinicians and payors.
  • Initiates the intake process gathering relevant data from the referral source required to admit patient to Nufactor services.
  • Notifies departments of new referrals and coordinates information amongst referral sources, clinicians and sales. Provide appropriate documentation to clinical departments for initiation of services.
  • Determines patient's financial obligation, out of pockets expense and copays. Contacts patients prior to start of services to discuss financial obligations and make arrangements for payments.
  • Completes start of care paperwork for patient signature ie; admissions agreement, financial obligation, advanced beneficiary notice, compassionate care application as required prior to initiation of services and tracks the return of signed copies within Nufactor system of record.
  • Enters complete referral information into Nufactor system of record. Enters all communications and updates in assessments and notes while admitting patients for service.
  • Complies with all Nufactor policies and procedures and compliance requirements when engaging in activities related to the company.
  • Performs other duties as assigned.

Education, Knowledge, Skills and Experience:

Required Education:

  • High School diploma or equivalent required.

Preferred Knowledge:

  • One (1) year health care related experience in a pharmacy, home healthcare, infusion related setting or hospital is preferred.

Preferred Experience:

  • Benefit verification and prior authorizations for specialty medications.

Required Skills:

  • Must have strong organizational skills.
  • Must have a detail orientation and the proven ability to prioritize work.
  • Must have effective verbal and written communication skills.
  • Must have the ability to work with limited supervision and as part of a team.
  • Sound decision-making abilities.

Preferred Skills:

  • Knowledge of medical and pharmacy terminology and calculations, general pharmacy dispensing requirements, including identification of items requiring prescription and valid prescribing data.
  • Excellent verbal and written communication skills and the ability to interact effectively with patients, co-workers and management.
  • Ability to work with a high degree of accuracy in an organized, detail-oriented manner with appropriate follow-up when required.
  • Ability to communicate effectively and at the appropriate level with healthcare professionals and peers.
  • Ability to prioritize work and make decisions independently and effectively, often quickly in response to dynamic patient needs, with limited supervision and direction, except where required/restricted by law.
  • Working knowledge of state, federal and Joint Commission guidelines, regulations and laws.
  • Ability to exercise discretion and maintain confidentiality to the level of required HIPAA standards.
  • Ability to use and understand Microsoft Office skills and internet technologies.
  • Represent the Company in a professional manner and appearance at all times.
  • Understand and internalize the Company's purpose; Display loyalty to the Company and its organizational values.
  • Display enthusiasm and dedication to learning how to be more effective on the job and share knowledge with others.
  • Work effectively with co-workers, internal and external customers and others by sharing ideas in a constructive and positive manner; listen to and objectively consider ideas and suggestions from others; keep commitments; keep others informed of work progress, timetables, and issues; address problems and issues constructively to find mutually acceptable and practical business solutions; address others by name, title, or other respectful identifier, and; respect the diversity of our work force in actions, words, and deeds.

Professional Certification:


Physical Requirements:

Vision, hearing, speech, movements requiring the use of wrists, hands and/or fingers. Must have the ability to view a computer screen for long periods and the ability to sit for extended periods. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. Must have the ability to lift and maneuver items of at least 20 pounds. Working condition include normal office setting.

Mental Demands:

Learning, thinking, concentration and the ability to work under pressure, particularly during busy times. Must be able to pay close attention to detail and be able to work as a member of a team to ensure excellent customer service. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Must be proactive in finding solutions.

Direct Reports:


EEO/AAP Statement:

If you are applying for a job and would like to make a request for a reasonable accommodation during any part of the employment process, submit an email to Human Resources at or call (951) 296-2500 extension 1391. Please include your contact information along with the specifics of your request for a reasonable accommodation. Only inquiries regarding a reasonable accommodation request will receive a response via email or phone in a timely manner.

Nufactor is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Contact Human Resources:

To apply for a job opening, please email your resume and cover letter to