Data Entry Specialist

About the role

The Data Entry Specialist supports daily operational workflows by accurately handling referral and eligibility information. The role ensures data integrity across internal systems and prepares lead information for outreach activities.

Key responsibilities

• Enter, update, and maintain patient, provider, and referral data across internal systems and electronic health records (EHRs).
• Review documents, inbound requests, and referral records for accuracy and completeness.
• Validate patient demographics, insurance information, and clinical documentation before submission.
• Support referral processing by accurately encoding service details, intake notes, and status updates.
• Monitor task queues and complete work in alignment with standardized workflows and turnaround time expectations.
• Flag incomplete or inaccurate records and coordinate with the appropriate team for resolution.
• Maintain documentation quality aligned with organizational standards for accuracy, consistency, and compliance.
• Ensure confidentiality of patient information and adherence to internal data security protocols.
• Review weekly physician schedules to identify potential leads and track patient visits to generate hot leads.
• Monitor a dedicated email inbox and health‑plan portals for new referrals and member assignments.
• Screen bulk monthly lead lists for duplicates before passing them to the enrollment team.

Required profile

• Experience in healthcare administration, insurance verification, or CRM documentation.
• Familiarity with CRM platforms such as Monday.com, HubSpot, or Salesforce.
• Strong attention to detail and ability to follow structured workflows consistently.
• Excellent verbal and written communication skills, with a customer‑service background considered a plus.

Required skills

• Monday.com
• HubSpot
• Salesforce