UR Index Intake Coordinator

EK Health Services


Under the direction of the UR Administrative Supervisor, an Index-Intake Coordinator is responsible for pre-opening and preparing electronic medical case files for Healthcare Professionals (HCP) to complete. The indexing portion is comprised of scanning, indexing, categorizing, and uploading medical records and files to the corresponding Utilization Review or Medical Case Management case.

Concurrently, this position also requires the ability to transition between indexing and intake. The intake coordinator role performs end to end processing of Utilization Review referrals, which is the process between indexing to the assignment of the HCP. They will also assist other administrative staff with overflow work, including word processing, data entry and internet research tasks.

Responsibilities may include, but are not limited to:

Work Specifics: Non-Exempt, eight (8) hour workday, Monday-Friday. Remote* or in office position Mon-Fri 8-5 or 8:30-5:30 PST Schedule.

This position starts at $16-17/hr and is based on experience and location. EK Health offers a rich benefits package including: Medical, Dental and Vision Insurance, 401K, PTO and up to 7 paid holidays.

Responsibilities may include, but are not limited to:

  • Scanning, Uploading, and labeling of case documents into the appropriate case files
  • Separating and sorting of hard copy/soft copy medical files and documents
  • Processing referrals with dedicated deadlines and sending reviews to our HCPs
  • Collecting medical files and documents to be scanned, indexed, and uploaded to web-based Utilization Review case management application
  • Heavy data entry
  • Promptly answer all incoming calls and assist callers with proper telephone etiquette; must sound professional, credible, pleasant, and sincere
  • Professional interaction with Nurses, Insurance Adjusters, and other medical professionals
  • Responds to routine inquiries or complaints from customers and the public; refers non-routine, sensitive and/or complex requests for information and other inquiries or complaints to appropriate staff
  • Process Utilization Review referral forms received by EK Health Services
  • In-take / Data Entry of UR referrals into EK Health Services software and case assignment
  • Scanning, Uploading, and labeling of case documents into the appropriate case files.
  • Collection of medical files and documents to be scanned, indexed, and uploaded to web base Utilization Review case management application. (Must be able to lift to 25 lbs.)
  • Other duties as assigned


  • High School Graduate or G.E.D. equivalent
  • Professional demeanor with Excellent Written and Oral Communication Skills
  • Strong Organization Skills
  • Must be computer literate with a high comfort level with computer programs/ functions, including MS Word, MS Excel, Email, and Internet
  • 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), unless remote
  • Sit (approx. 75-100% of the time), stand (approx. 0-25% of the time), type (approx. 75-100% of the time) and do the job with or without reasonable accommodation
  • Ability to type accurately at a minimum of fifty words per minute
  • Ability to Multi-task
  • Ability to understand and carry out written and oral instructions
  • Other duties as assigned
  • Must be able to lift up to 25 lbs

*Requires DSL, fiber, or cable internet connection from home 100 mbps preferred or better. *