Intake and Workflow Agent
On-siteEdmonton, Alberta, Canada
Job Summary
Receive, validate, and route incoming medical referral files to ensure completeness and accurate assignment to reviewers. Monitor file progression through intake, Q&A, and disposition stages while identifying missing documentation, duplicates, or bottlenecks. Coordinate movement between administrative staff, clinical aides, and physicians to maintain service level expectations and escalate urgent or overdue items to the supervisor. Maintain accurate tracking records and perform quality checks to verify required decisions are completed. Handle sensitive patient information in accordance with privacy requirements without relying on AI for clinical interpretation.
Required Qualifications
- Experience managing a high volume of referral files across multiple workflow stages, requiring continuous monitoring, coordination, and prioritization to maintain service levels
- Strong organizational and prioritization skills
- Attention to detail
- Ability to manage high-volume workloads
- Process-oriented mindset
- Effective written and verbal communication skills
- Ability to maintain confidentiality
- Proficiency with databases, document management systems, and file tracking tools
- Ability to identify workflow bottlenecks and escalate issues appropriately
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