Medical Intake Specialist Job at Robert Half, San Ramon, CA

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  • Robert Half
  • San Ramon, CA

Job Description

Description Robert Half is seeking a detail-oriented and compassionate Medical Intake Specialist to join a dynamic and fast-paced medical practice. This critical role involves being the first point of contact for patients, ensuring a seamless onboarding process while delivering exceptional customer service. If you have strong organizational skills, a passion for helping others, and experience in a healthcare setting, we'd love to hear from you! + Greet new patients in a friendly and professional manner, ensuring they feel welcome and cared for. + Collect and validate patient information, including medical history, insurance details, and personal data, with accuracy and confidentiality. + Manage intake documentation using electronic health records (EHR) systems and ensure all forms are completed and filed properly. + Verify insurance eligibility and assist with pre-authorizations, referrals, and other administrative tasks as required. + Answer phones, respond to inquiries, and schedule patient appointments as necessary. + Provide patients with clear instructions regarding medical forms, practice policies, and next steps in their care journey. + Communicate effectively with clinical staff to ensure smooth handoff of patient information. + Monitor and maintain accurate patient records while adhering to HIPAA and confidentiality guidelines. + Assist with other administrative duties, such as data entry, filing, faxing, and maintaining organized records for compliance purposes. Requirements + Experience: 1-2+ years of experience in a medical office, healthcare setting, or related field, preferably in an intake or front-desk role. + Education: High school diploma or equivalent required; additional certifications or coursework in medical office administration or related fields preferred. + Technical Skills: Proficiency in using Electronic Health Records (EHR) systems, scheduling software, and common office tools (Microsoft Office Suite). + Customer Service: Strong interpersonal and communication skills with the ability to empathize with patients while maintaining professionalism. + Organization: Excellent attention to detail, time management, and ability to work in a fast-paced environment. + Knowledge: Familiarity with medical terminology, HIPAA regulations, and insurance verification processes is a plus. + Adaptability: A team player who can multitask and collaborate effectively with staff and patients. TalentMatch® Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .

Job Tags

Permanent employment, Contract work, Temporary work, Work at office,

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