DME Intake - Patient, Insurance, and Documentation Specialist

Intake, Documentation, & Insurance Verification Specialist 

Department: Operations 

Reports To: Owner / Operations Manager 

The Intake, Documentation & Insurance Verification Specialist is responsible for ensuring all patient orders are complete, compliant, and financially clear prior to fulfillment. This role owns the front-end accuracy of the patient lifecycle—intake, documentation, insurance verification, and resupply readiness—ensuring clean handoffs to billing and long-term patient success. This position is for a seasoned DME professional who understands payer rules, CMS documentation standards, and how strong intake directly impacts billing, compliance, and patient satisfaction. 

Patient Intake & Referral Management 

• Receive, review, and process incoming referrals from physicians and healthcare partners • Validate referrals for completeness, medical necessity, ...