Intake Specialist

JOB SUMMARY 
In this role, you'll be the first point of contact for the onboarding of new customers, setting the stage 
for a positive experience from the very beginning. You'll play a vital role in ensuring that every 
customer gets the support and services that they need. 

DUTIES AND RESPONSIBILITIES 
• Be a Welcoming Voice: You're a people person who genuinely enjoys helping others. You'll 
welcome new customers by calling them and/or their families, ensuring that they feel 
comfortable, supported and are well informed as to what to expect. You’ll let them know of 
any additional service offerings that they could benefit from, as well as informing them of any 
obligations that they might have to the business and/or program. Think of yourself as the 
official welcoming committee representing the collective team. 
• Gather the Details: You'll carefully collect essential information from our customers, 
healthcare professionals and/or clients and/or internal/external partners to determine the 
service(s) that are required, to fulfill the medication, supply and/or equipment order(s) and/or 
to determine coverage and/or service(s). You will collect the right information, including but 
not limited to billing and credit card information, insurance and/or reimbursement information. 
You will also communicate with clients and/or physicians to obtain clarification on medical 
documentation or to request any missing documentation that would be required. You'll be a 
master of asking the right questions to get the information that we need. 
• Contact Third Parties: Contact insurance companies and/or other applicable third parties 
as required to gather policy benefits/limitations (Ie. deductible amount, co-payment, effective 
date(s), pre-authorization requirements, limitations and any documentation required for 
fulfillment of their request and/or to process applicable claims.  
• Maintain and Keep Things Organized: You'll accurately record and enter all referral, 
customer, healthcare, insurance and/or order information and any communication as 
required in our system, ensuring all details are properly documented. You’ll maintain and 
update information and accounts. You'll be a champion of organization, keeping all records 
neat and tidy. 
• Provide Support: You'll receive and respond to incoming calls, emails and faxes and/or 
other communication channels from referral sources, potential customers and/or patients 
and will provide basic information, answer general inquiries, demonstrating your knowledge 
and helpfulness, as well as directing them to other team members as required. 
• Order Processing: You will process the initial order of the Customer, including setting up 
any subscription/recurring orders and/or financial aid/payment plans as applicable to the 
program and/or business. You will process payments for self pay customers and/or 
coordinate billing with other departments as required and submit orders prior to our daily 
cutoffs.   
• Be a Team Player: In this role, you will collaborate with many team members, shared 
departments and/or internal/external third parties to ensure a seamless customer and client 
experience. You will have a strong knowledge of the overall operations. You will review all 
incoming referrals and based on the required service request, you will coordinate the 
fulfillment of any medication, equipment and supply orders as well as arrange any service(s) 
with the respective teams. We have a strong team-oriented environment, not just within our 
business but also across the division and company and we support each other every step of 
the way.


 

QUALIFICATIONS 
• High School Diploma or equivalent 
• Required 2+ years of Customer Service, preferably in a health service environment  
• Must possess strong PC and data entry skills, analytical and problem-solving skills 
• Must be fluent in verbal and written communication and interpersonal skills for both English 
and French (Applicable for provinces/regions with French language service requirements) 

At Bayshore Healthcare, our commitment to Equity, Diversity & Inclusion is our strength. This is how we bring our vision of being the difference in the lives of those we care for, work with and in our communities. We have a great sense of pride in creating a culture of belonging, where individual differences are embraced and celebrated, through programs, resources and policies that support each individual's purpose, potential and wellbeing.


At Bayshore Healthcare Ltd., and its subsidiaries, we are committed to fostering an inclusive workplace and operate in full compliance with all Provincial and Territorial legislation pertaining to Human Rights Codes and Accessibility requirements. To ensure continued compliance throughout the recruitment and selection process, we encourage candidates to disclose any accommodation needs they may have.