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3 results for Intakeadmissions Specialist in New Haven, CT

Client & Matter Intake Specialist

Hartford, CT
remote
Permanent / Full Time
60000 - 95000 USD / Yearly
The Client Intake and Matter Specialist supports the firm’s financial and administrative operations by reviewing, analyzing, and setting up new client and matter requests. This position ensures that all information entered into the firm’s systems is accurate, compliant with internal standards, and aligned with client-specific requirements. The role also maintains the quality and consistency of client and matter data throughout the lifecycle of each engagement. TKey Responsibilities Client & Matter Setup Review incoming intake requests submitted through the firm’s internal workflow system. Evaluate engagement documents to determine the appropriate fee arrangements, rates, billing formats, staffing assignments, and any client‑specific instructions. Configure new clients and matters in the firm’s financial platform, including: Billing options and rate structures UTBMS phase/task/activity codes Client hierarchy and address information E‑billing requirements and related settings Ongoing Matter Maintenance Process updates such as reopenings, modifications, and closures in accordance with established procedures. Work closely with revenue leadership, pricing, billing, and collections teams to implement annual rate adjustments across clients and matters. Monitor existing records for accuracy and consistency, making corrections when needed. Compliance & Data Quality Ensure that all matter setups comply with client guidelines, billing rules, and outside counsel expectations. Identify missing or unclear information and follow up with attorneys and support staff to complete the intake process. Support data cleanup projects, system upgrades, and process improvements. Prepare and analyze Excel reports to validate data quality and address discrepancies. Escalate complex or exceptions‑based issues to management as appropriate.
2026-05-20T00:00:00Z

Intake Coordinator

New Haven, CT
onsite
Temporary / Contract
20.5 - 23.1 USD / Hourly
We are looking for an Intake Coordinator to support high-volume client onboarding and document processing in New Haven, Connecticut. This Long-term Contract position is ideal for someone who works well in a structured production environment and can manage intake activities with accuracy and consistency. The role focuses on reviewing incoming client materials, maintaining organized records, and ensuring information is properly entered and tracked within content management tools. Success in this position requires strong attention to detail, dependable follow-through, and the ability to handle document-based workflows efficiently. Responsibilities: • Receive and review incoming client files and application materials to confirm completeness and readiness for processing. • Enter, update, and organize intake information within client application platforms and content management systems. • Prepare, scan, index, and retrieve records, including microfilm-related materials, to support accurate documentation workflows. • Monitor assigned intake tasks in a production-driven setting while meeting quality expectations and turnaround targets. • Coordinate the movement of client documents between intake channels and internal processing teams to keep work progressing smoothly. • Identify missing, unclear, or inconsistent information and follow established procedures to resolve issues promptly. • Maintain orderly digital and physical records so documents can be accessed, tracked, and audited when needed.
2026-05-18T00:00:00Z

Patient Access Specialist

New Haven, CT
onsite
Temporary / Contract
17.1 - 19.8 USD / Hourly
We are looking for a Patient Access Specialist to support a busy dental department in New Haven, Connecticut. This Long-term Contract position is ideal for someone who excels in a high-volume front desk setting and can deliver attentive service during both check-in and check-out. The role focuses on registration, appointment coordination, and insurance-related documentation while helping create a smooth and welcoming experience for every patient. Responsibilities: • Welcome patients at the front desk, manage arrival and departure workflows, and maintain efficient service in a fast-paced clinical environment. • Complete and update patient registration records by entering demographic, insurance, and financial details with a high level of accuracy. • Coordinate appointment scheduling, rescheduling, and add-on visits based on provider availability, clinic needs, and patient circumstances. • Verify patient identity, collect required signatures, and secure needed authorizations in accordance with safety and compliance procedures. • Assist patients who need additional support, including individuals with language, hearing, or accessibility needs, to ensure appropriate access to care. • Review insurance information, check eligibility through online resources, and document coverage details to support accurate billing and reimbursement. • Maintain appointment notes and visit-specific information such as visit type, timing, and assigned provider to support orderly patient flow. • Monitor open scheduling opportunities, including wait lists or recall lists, and help fill available appointment slots promptly. • Work closely with clinical and administrative teams to resolve registration or scheduling issues while protecting patient confidentiality.
2026-05-18T00:00:00Z