Case Management – Index Intake Coordinator

EK Health Services


Reporting directly to the CM Operations Team Lead, the CM Index/Intake Coordinator is responsible for the scanning, uploading, and labeling of documents to the appropriate case files. The CM Index/Intake Coordinator is also responsible for the CM mail operations. The CM Index/Intake Coordinator represents the case management department professionally by phone and email with adjusters and other client representatives. The CM Index/Intake Coordinator also performs the Case Management intake process. The CM Index/Intake Coordinator will perform indexing functions approximately 70% of the time and intake functions approximately 30% of the time. This is subject to change based on business needs.

Work Specifics: Standard, eight (8) hour workday, Monday-Friday, remote work location. Preferred work schedule 8-5 PM PST

Responsibilities may include, but are not limited to:

  • Scanning, uploading and indexing documents to the appropriate case files
  • Collection of medical files and documents to be scanned, uploaded, and indexed
  • Separation and sorting of soft copy medical files and documents
  • Process incoming and outgoing mail for the Case Management department
  • Professional interaction with case managers, adjusters, attorneys, and other medical professionals
  • Request and encourage additional case management referrals to increase business
  • Gather all necessary case referral information for case assignment including claim information and medical records
  • Accurately process CM referrals within CM Ahshay and assign to appropriate case managers and/or other professionals depending on the service type requested
  • Maintain the CM Ahshay database, which involves verifying and updating information for service providers, adjusters, and attorneys
  • Assist the CMs and other professionals with CM Ahshay, Zimbra, and Zoom as needed
  • Heavy data entry
  • Other duties as assigned

This position starts at $16-17/hour based on experience and location. We offer excellent benefits, including medical, dental, and vision insurance, 401K, PTO and up to 7 paid holidays.


  • High School Graduate or G.E.D. equivalent required
  • Medical terminology strongly preferred
  • Previous customer service experience in fast paced environment preferred
  • Professional demeanor with excellent written and oral communication skills
  • Comfort in asking for referrals from clients (previous sales experience helpful)
  • Strong organization skills
  • Ten key proficient
  • Must be computer literate with a high comfort level with computers and computer programs (i.e. MS Word, MS Excel, Email and Internet)
  • High comfort level with office equipment: fax machines, copy machines and scanners.
  • Basic medical terminology
  • Basic clerical and administrative skills
  • Must be accurate and efficient
  • Must be punctual and dependable
  • Able to maintain focus and positive attitude in a fast paced environment
  • Ability to work with minimal supervision
  • Ability to meet deadlines in a high pressure, time sensitive environment
  • Ability to work in an open, high traffic office environment (not easily distracted)
  • Must be able to lift up to 25 lbs

Physical Requirements:

Candidate must be able to sit the majority of an 8-hour day except for lunch and break times. Candidate must be able to keyboard the majority of an 8-hour day except for lunch and break times. Candidate must have manual dexterity. Candidate must be able to speak on the telephone intermittently throughout the day. Candidate must be able to read and write English fluently. Candidate must be able to provide and confirm safe home office environment. Home office must be HIPAA compliant.

*Requires DSL, fiber or cable internet connection from home 10 mbps preferred or better. *