Provider Intake Specialist
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Provider Intake Specialist (Mexico | Remote)
About the job Provider Intake Specialist (Mexico | Remote)
Job Title: Provider Intake Specialist
Location: Fully Remote
We are seeking a detail-oriented and proactive Healthcare Provider Intake Specialist to support onboarding, sales, and documentation workflows. This role requires excellent written communication, strong organizational skills, and the ability to follow structured processes with accuracy and consistency.
Key Responsibilities
- Manage provider onboarding by sending templates, tracking progress, and ensuring timely follow-up
- Create accounts in software platforms and maintain accurate onboarding records
- Support sales by entering inbound lead data into Salesforce and sending email templates to prospects
- Review visit summaries for errors, elevate issues when necessary, and document findings in line with established processes
Qualifications
- Strong organizational skills with the ability to manage multiple workflows simultaneously
Excellent written communication skills and professional email etiquette
- Proficiency with software platforms (e.g., Salesforce, onboarding or EHR systems)
- High attention to detail and a consistent ability to follow structured processes
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