Intake Coordinator

About Imedview Imedview is a claims and litigation service partner with over 20 years of experience in the industry. Our expertise allows us to proudly serve both legal and insurance professionals nationwide. With a passion for delivering outstanding customer service and building lasting client relationships, we’re growing fast — and we pride ourselves on impeccable customer service and client relations. Why Imedview? Proven Success: From a team of 10 to over 150 employees, with a retention rate of 90%+. Award-Winning Culture: A six-time “Great Place to Work” honoree, recently named to the Fortune Best Workplaces in New York 2026 list (small & medium business category). Client-Centric Approach: We’re more than a vendor - we’re a trusted partner. Location Priority This is a remote role designed to support flexibility while maintaining strong team collaboration. Candidates should reside within 100 miles of our Saugerties, NY office. While day-to-day work is performed remotely, periodic onsite attendance may be required for meetings, training, team events, and other business-related activities. Employees residing within 100 miles of the office will be expected to attend monthly in-person meetings. About the Role As an Intake Coordinator, you’ll play an important role at the start of the medical records retrieval process, helping ensure client requests are accurate, complete, and ready for fulfillment. This involves reviewing and entering authorizations and requested information, submitting requests to the appropriate facilities, and ensuring completed Intake activities are routed to the appropriate team for follow-up. You’ll also communicate directly with assigned clients, building strong professional relationships while providing timely updates, addressing questions, and helping ensure a smooth Intake process. This is a great opportunity for someone who enjoys staying organized, managing multiple priorities, and working with clients and internal teams to keep requests moving. Success in this role requires strong attention to detail, the ability to work independently, and a proactive approach to identifying and resolving missing information or processing issues. Responsibilities include, but not limited to: Communicating with medical facilities and offices to confirm receipt of authorizations Building new cases and services, entering new authorizations and request information within our proprietary software Maintaining consistent communication and building strong relationships with clients to ensure a smooth and timely authorization process Prioritizing and processing authorizations daily, ensuring timely completion and giving Rush, White Glove, and other time -sensitive requests appropriate priority. Reviewing and verifying documentation to ensure requests are complete, accurate, and properly documented prior to submission Building and submitting record requests to the appropriate facility in accordance with established workflows and client requirements Monitoring requests for missing information, incomplete documentation, or processing issues and following up as needed Maintaining accurate case documentation, including uploading supporting documents, bills, records, and related materials when required Communicating with assigned clients regarding request status, missing information, and Intake-related questions Escalating client concerns, processing issues, or workflow barriers as appropriate Adhere to organizational protocols, legal regulations, client-specific requirements, and confidentiality standards when handling sensitive information Qualifications: 1-3 years of experience in medical authorizations, healthcare administration, medical records, or a related field. Experience and comfortable with multiple modes of communication (phone, email, etc.) Experience in customer service working with legal/healthcare industry preferred Has a proficient understanding of MS Office suite (Excel, Word, Outlook) Not afraid to learn new technology/software Organizational skill and attention to detail College degree preferred Physical Requirements Ability to sit, stand, and use standard office equipment for extended periods; occasional lifting up to 20 lbs. may be required. Working Conditions Employees residing within 100 miles of the office may be required to maintain regular in-office attendance. Employees residing outside of 100 miles may be required to travel intermittently to the office (travel expenses covered by the company) and attend company-hosted events with advance notice. What We Offer Company-provided equipment to perform essential job duties 401(k) with employer match and profit sharing (when eligible) Comprehensive health, dental, and vision coverage HSA and FSA options, company-paid life insurance, and short-term and long-term disability A full hour of paid lunch, every day Paid time off and holidays — plus extra paid days for your birthday, work anniversary, and volunteering We are an equal opportunity employer and hire based on merit. We are committed to creating an inclusive workplace and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law.