Job Description

Profile Summary

The Data Entry Specialist plays a key role in supporting day-to-day operational workflows by ensuring timely, accurate, and organized handling of all referral and eligibility information. This role is responsible for reviewing incoming referrals, verifying member eligibility, entering data into the Monday Leads Board, and preparing lead information for outreach activities. Success in this position requires strong attention to detail, consistency in following established processes, and the ability to maintain high accuracy in a structured, fast-paced environment.

Work set-up: Onsite

Schedule: Monday to Friday, 11:00 PM to 8:00 AM

Holidays to follow: US Holidays

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 the confidentiality of patient information and adherence to internal data security protocols.
• Combing through physician schedules: Reviewing the weekly schedules of over 20 providers at least a week in advance to identify potential leads.
• Tracking patient visits: Correlating the schedules with patient visits so that leads become 'hot,' enabling the enrollment team to reach out to patients just a day or two after they see their doctor.
• Monitoring a dedicated email inbox: Constantly checking a newly established, dedicated email inbox in real-time to capture direct, outside referrals coming from health plans.
• Checking health plan portals: Continuously monitoring the health plan portals for new member assignments, as some systems (like CHG) do not automatically send alerts when new leads are added to the list.
• Screening lists for duplicates: Filtering through the bulk monthly lead lists provided by the health plans to manually identify and remove any duplicate entries before passing them to the enrollment team.

Qualifications

• Experience in healthcare administration, insurance verification, or CRM documentation is an advantage.
• Experience using CRM platforms—ideally Monday.com, HubSpot, Salesforce, or similar systems.
• Strong attention to detail with the ability to identify missing, inaccurate, or incomplete information.
• Highly process-oriented and comfortable following structured workflows consistently.
• Strong organizational skills with the ability to manage and maintain accurate documentation.
• Able to maintain consistency and accuracy even in high-volume or repetitive tasks.
• Excellent verbal and written communication skills; customer service background is a plus.