Jennifer Smith
Erie
Summary
Efficient Intake Specialist known for high productivity and ability to complete tasks swiftly. Skilled in client assessment, data entry, and case management, ensuring smooth intake processes. Excel in communication, empathy, and problem-solving, applying these soft skills to interact effectively with clients and team members for optimal service delivery.
Overview
9
9
years of professional experience
Work History
Intake Specialist
Snug Harbor Rehabilitation and Recovery
05.2022 - 07.2025
- Conducted initial client interviews for biographical data, medical history, and legal status assessment.
- Investigated insurance policies to determine claim eligibility and processed files accordingly.
- Coordinated with external agencies to ensure continuity of care for clients.
- Developed detailed records of client interactions and services provided.
- Implemented feedback mechanisms for continuous improvement of the intake process.
- Verified insurance eligibility, benefits, and patient liabilities for defined services.
- Provided crisis intervention services to clients in distress.
- Maintained confidentiality of sensitive client information in compliance with HIPAA regulations.
- Conducted follow-up communication with clients to evaluate satisfaction and outcomes of services provided.
- Participated in ongoing training and professional development related to intake procedures and client care.
- Provided information and referrals to clients for additional resources and support services.
- Performed assessments to determine individual limitations and strengths.
- Collaborated with social workers to support patients.
- Referred clients to substance abuse treatment programs and outpatient dual diagnosis treatment programs.
Billing Specialist
Snug Harbor Rehabilitation and Recovery
05.2021 - 07.2025
- Verified insurance coverage for all new referrals to ensure eligibility.
- Submitted weekly insurance claims for current residential and detox clients.
- Reviewed EOBs and resubmitted corrected claims as necessary.
- Compared pharmacy invoices with inventory, sending client invoices for unpaid medication copays.
- Maintained updated spreadsheets reflecting admit date, level of care, and insurance coverage.
- Communicated regularly with Program Director and CEO regarding client issues, discharges, and transfers.
- Ensured proper completion of prior authorizations prior to admission, collecting upfront costs upon client arrival.
- Performed additional tasks assigned by supervisor or CEO.
Team Coordinator
Snug Harbor Rehabilitation and Recovery
12.2021 - 05.2022
- Audited discharged client charts to verify documentation accuracy.
- Tracked referrals, admissions, and discharges for detox and residential programs.
- Facilitated QAPI meetings with senior management to evaluate client satisfaction and PIP progress.
- Reviewed applicants with Executive Director to extend offers and coordinate testing and background checks.
- Scheduled and conducted interviews with management staff or Program Manager.
- Managed Indeed account by listing open positions and monitoring new applicants daily.
- Answered phone calls and relayed messages promptly.
Contact Tracer (Inbound)
PCG
08.2021 - 01.2022
- Collaborated with Case Investigators from Pennsylvania Department of Health to support case management.
- Answered incoming calls to the Department of Health, providing professional and empathetic assistance.
- Recorded information on symptoms and needs in CRM with high accuracy.
- Provided approved details about isolation and quarantine procedures while referring to testing locations as per protocol.
- Referred cases to Social Support Coordinator for additional social resources when necessary.
- Followed scripts to educate cases on importance of isolation and quarantine, outlining next steps for symptoms.
- Maintained consistent communication with team members through Microsoft Teams and Outlook.
- Ensured strict adherence to HIPAA guidelines in all interactions.
Contact Tracing Coach
Insight Global
07.2020 - 05.2021
- Collaborated with Case Investigators from Pennsylvania Department of Health to trace COVID-19 contacts.
- Communicated empathetically with contacts, ensuring cultural awareness during interactions.
- Collected and recorded symptom information accurately into CRM systems.
- Provided approved isolation and quarantine guidance, referring contacts to testing as needed.
- Connected contacts with Social Support Coordinator for additional resources when required.
- Followed scripts to educate contacts on isolation importance and symptom monitoring.
- Maintained daily communication with supervisors and team members via Microsoft Teams or Zoom.
- Entered demographic information and case details into SalesForce while adhering to HIPAA guidelines.
Medical Billing Specialist
LECOM
12.2020 - 04.2021
- Entered billing codes and OMI charges for multiple physicians efficiently.
- Generated paper claims, mailing them with EOBs and necessary chart notes.
- Researched denied claims and executed adjustments as necessary.
- Contacted insurance companies to resolve rejected claims effectively.
- Processed patient payments via phone and mailed receipts upon request.
- Managed phone inquiries, resolving disputes or transferring calls as appropriate.
- Updated patient information regularly to maintain accurate records.
- Gathered medical records requested by attorneys for disability claims.
Billing Specialist/Office Assistant
Advanced Rehabilitation
08.2018 - 04.2019
- Entered new patient information and charges for daily follow-ups and evaluations.
- Completed medical records requests, ensuring timely access to patient data.
- Printed and sent invoices to insurance companies, including progress notes for claims.
- Verified patients' insurance coverage and requested prior authorizations as required.
- Answered patient billing inquiries to enhance understanding of charges.
- Scheduled Functional Capacity Evaluations and other appointments based on therapist availability.
- Maintained updated insurance logs and 'plan of care' spreadsheets for patient therapy schedules.
- Transcribed dictated progress notes, evaluations, and discharge letters for comprehensive documentation.
Patient Information Coordinator
Apogee Physicians at St. Vincent
04.2016 - 04.2018
- Processed patient demographics and entered billing and diagnosis codes daily.
- Handled phone calls, ensuring timely message delivery to physicians.
- Compiled daily reports using Apogee's automated features for operational efficiency.
- Managed dictation documentation by scanning, printing, and organizing in Apogee system.
- Conducted insurance verification and researched PCP information thoroughly.
- Updated census spreadsheet every day to reflect accurate patient data.
- Assigned patients to provider teams, generating organized rounding lists for efficiency.
- Coordinated scheduling of team meetings, recording minutes, and preparing expense reports.
Education
ASAM Certification -
Fidelity
06-2025
Contact Tracing Certification -
Johns Hopkins University
07.2020
GED -
Fortis Institute
Erie01.2015
Skills
- Medical billing and coding
- Office administration
- ICD-10 proficiency
- Customer service excellence
- Medical terminology expertise
- Scheduling and coordination
- EMR systems management
- Supervisory and management skills
- Insurance verification processes
- Data entry and Microsoft Excel
- Microsoft Office applications
- Crisis intervention techniques
- Case management strategies
- Compassionate communication skills
- Intake assessment proficiency
- Cross-cultural sensitivity training
- Clinical documentation and charting
References
References available upon request.
Timeline
Intake Specialist
Snug Harbor Rehabilitation and Recovery
05.2022 - 07.2025
Team Coordinator
Snug Harbor Rehabilitation and Recovery
12.2021 - 05.2022
Contact Tracer (Inbound)
PCG
08.2021 - 01.2022
Billing Specialist
Snug Harbor Rehabilitation and Recovery
05.2021 - 07.2025
Medical Billing Specialist
LECOM
12.2020 - 04.2021
Contact Tracing Coach
Insight Global
07.2020 - 05.2021
Billing Specialist/Office Assistant
Advanced Rehabilitation
08.2018 - 04.2019
Patient Information Coordinator
Apogee Physicians at St. Vincent
04.2016 - 04.2018
ASAM Certification -
Fidelity
Contact Tracing Certification -
Johns Hopkins University
GED -
Fortis Institute