New Patient Intake Coordinator

New Patient Intake Coordinator at Curana Health

At Curana Health, we’re on a mission to radically improve the health, happiness, and dignity of older adults—and we’re looking for passionate people to help us do it.

As a national leader in value-based care, we offer senior living communities and skilled nursing facilities a wide range of solutions (including on-site primary care services, Accountable Care Organizations, and Medicare Advantage Special Needs Plans) proven to enhance health outcomes, streamline operations, and create new financial opportunities.

Founded in 2021, we’ve grown quickly—now serving 200,000+ seniors in 1,500+ communities across 32 states. Our team includes more than 1,000 clinicians alongside care coordinators, analysts, operators, and professionals from all backgrounds, all working together to deliver high-quality, proactive solutions for senior living operators and those they care for.

If you’re looking to make a meaningful impact on the senior healthcare landscape, you’re in the right place—and we look forward to working with you.

We are seeking a detail-oriented and compassionate New Patient Intake Coordinator to join our Senior Living team. This role is crucial in ensuring a smooth and welcoming onboarding experience and scheduling an initial visit telephonically for new patients and family members. The coordinator will handle patient registration, collect and verify necessary forms, build electronic health records (EHR) charts, schedule initial visit, answer billing and insurance coverage questions, manage patient portal access, and oversee general inquiries via email and phone. The ideal candidate is organized, customer service-focused, and knowledgeable about insurance coverage and benefits.

Essential Duties & Responsibilities

Patient Intake & Registration:

• Greet new patients and guide them through the onboarding process.
• Collect and review patient intake forms for accuracy and completeness.
• Obtain necessary medical and insurance documentation.
• Review eligibility and coverage with patients.
• Schedule initial establishing care appointment.

Chart Preparation & Documentation

• Create new patient profiles in electronic health records (EHR).
• Ensure accurate data entry, including medical history and demographic information.
• Follow up with patients for any missing or additional information.

Billing & Insurance Assistance

• Answer patient questions related to billing, insurance coverage, and payment options.
• Work with billing staff to resolve insurance and payment concerns.

Patient Portal & Communication

• Send patient/POA guide to access the patient portal and features medical records.

Inbox & Inquiry Management

• Direct inquiries to the appropriate department or team member as needed.
• Maintain clear and professional communication with patients and external contacts.

Compliance & Confidentiality

• Adhere to HIPAA and all relevant privacy regulations.
• Maintain patient confidentiality and manage sensitive information with professionalism.
• Ensure compliance with internal policies and industry standards.

Qualifications

Education:

High school diploma required; associate or bachelor’s degree in a related field is a plus.

Experience:

Previous experience in healthcare administration, medical reception, or patient services preferred. Strong understanding of insurance coverage, including verifying patient eligibility, explaining benefits, and addressing common billing inquiries.

Technical Skills:

Proficient with EHR/EMR systems and web-based applications; portal experience a plus.

Communication Skills:

Excellent verbal and written communication skills.

Customer Service:

Patient-focused with a friendly and professional demeanor.

Attention to Detail:

Strong organizational skills to accurately manage patient information.

Multitasking:

Ability to manage multiple responsibilities in a demanding environment.

We’re thrilled to announce that Curana Health has been named the 147th fastest growing, privately owned company in the nation on Inc. magazine’s prestigious Inc. 5000 list. Curana also ranked 16th in the “Healthcare & Medical” industry category and 21st in Texas.

This recognition underscores Curana Health’s impact in transforming senior housing by supporting operator stability and ensuring seniors receive the high-quality care they deserve.

Key skills/competency

• Patient Intake
• Patient Registration
• EHR Systems
• Insurance Verification
• Medical Billing
• Customer Service
• HIPAA Compliance
• Data Entry
• Scheduling
• Healthcare Administration