Intake Specialist II, III

About the position At Gifthealth, we're revolutionizing the way people experience healthcare by simplifying the process of managing prescriptions and health services. Our mission is to provide a seamless, personalized, and efficient healthcare experience for all our customers. We're a dynamic, innovative, and customer-centric company dedicated to making a positive impact on people's lives. Position Summary Reporting to the Intake Specialist Lead, the Intake Specialist II is an advanced intake role responsible for accurately and efficiently processing incoming prescriptions while providing additional operational support to the intake team. This position requires strong attention to detail, advanced problem-solving skills, and the ability to assist with more complex intake scenarios. We are seeking an Intake Specialist II to serve as a knowledgeable resource within the intake workflow and help maintain efficiency, accuracy, and compliance. This position plays a key role in supporting supports reporting, troubleshooting conflicting information, and assisting with provider communication related to prescription clarification and verbal prescription entry, ensuring alignment with organizational goals, operational excellence, and compliance standards.

Responsibilities

• Receives and processes incoming prescriptions while accurately entering complete, compliant patient and medication information into the pharmacy system, consistently maintaining high productivity without compromising quality or accuracy
• Identifies and resolves prescription discrepancies by applying strong critical thinking, collaborating with internal pharmacy teams, and escalating issues requiring clinical intervention—all while maintaining workflow efficiency
• Supports provider communications by clarifying prescription details, entering verbal orders in compliance with policy, and ensuring complete documentation of all interactions in the pharmacy system
• Provides operational support by assisting leadership with intake reporting and data tracking, monitoring workflow trends to identify process-improvement opportunities, and supporting high-volume or special project needs
• Collaborates with pharmacists, technicians, and internal teams to ensure a smooth intake process while cross-training across workflows and providing guidance to team members as needed
• Maintains thorough and compliant documentation of all intake activities while adhering to federal and state regulations, HIPAA requirements, and internal quality standards to ensure patient safety and protect confidentiality
• Performs all other duties as assigned by the Intake Specialist Lead or Automation Operations & Intake Manager

Requirements

• High school diploma or equivalent (Required)
• Active Registered Pharmacy Technician or Certified Pharmacy Technician (RPhT) license (Required)
• 1–3 years of experience in pharmacy intake, healthcare operations, or a related role. (Required)
• Knowledge of prescription intake standards & compliance; medication & pharmacy fundamentals; insurance & reimbursement basics; health system/retail systems knowledge; and regulatory frameworks & SOPs (Required)
• Data entry, verification, and customer/patient service skills (Required)
• Time and workflow management skills (Require)
• Excellent oral, written, verbal, and interpersonal communication skills (Required)
• Problem solving and intake triage skills (Required)
• Ability to ensure audit and documentation readiness (Required)
• Ability to utilize multiple systems to maintain compliance and patient safety (Required)
• Must be able to stand for at least 4 hours at a time while working
• Must be able to lift up to 25 pounds with or without assistance
• Must perform repetitive motions for an entire shift: bending, reaching, lifting, scanning.
• Must be able to work onsite for all required shifts.

Nice-to-haves

• Experience handling complex intake workflows or advanced pharmacy processes (Preferred)
• Knowledge of specialty pharmacy workflows and advanced technician practice models (Preferred)
• Reporting, metric evaluation, quality management, and process improvement skills (Preferred)
• Ability to coach and mentor peers and more junior team members (Preferred)

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