Medical Intake Specialist

Job summary

The Medical Intake Specialist will conduct outbound calls to patients to collect and document detailed medical histories and injury reports. They will also ensure all medical records are accurate, standardized, and compliant with HIPAA regulations.

Job details

About Us We are a small team that cares about deep thinking, speed, craftsmanship, and putting customers first. Our mission is to build the best care experience in healthcare, on a 30 year horizon. We help physicians achieve independence by making it easier to start, operate, and grow their practices. We believe the future of healthcare will be driven by individual physicians, not by large bureaucratic systems. Lowering the barrier to practice ownership lets doctors deliver better care for everyone. The founding team brings deep expertise across medicine, product, operations, and engineering, including more than 30 years of experience running independent practices across urgent care centers, surgical centers, and beyond. We have built 0-to-1 products at Meta, Dropbox, Instagram, Coda, and Nomad, and have founded companies with valuations exceeding $1B and more than 100M MAU. Highlights We have strong product market fit. $15M+ ARR in under 15 months. We are profitable and funded by top tier healthcare investors. We are about 30 people today and rapidly growing across the company. You will fit in here if you want to own a product, a process, or a function and take it from 1 to 100. The Role This is a non clinical, hybrid healthcare role that is well suited for individuals who want meaningful work and real exposure to healthcare operations. You will speak directly with patients, collect and organize medical histories, and help ensure medical records are accurate and complete. The work is structured, repeatable, and supported by templates and training. Our company is headquartered in San Francisco, California. This role does not require travel. We follow a hybrid model, with 2 days per week in our Toronto office. The expected salary for this role is $55,000 CAD. What you will do Conduct outbound phone calls with patients to collect detailed injury and medical histories Listen actively and document information with a high level of accuracy using structured templates and internal systems Review existing medical records for completeness, clarity, and internal consistency Organize and standardize medical information to meet quality and documentation standards Ensure patient histories are thorough, consistent, and easy for physicians to understand Review work for accuracy before submission Follow defined workflows and work expectations, ensure compliance with HIPAA regulations for patient confidentiality Partner with the operations team to continuously improve processes and quality You might be a good fit if you Enjoy focused, detail-oriented work and take pride in precision Are comfortable engaging in thoughtful, sometimes extended conversations with patients Can remain calm, empathetic, and professional during sensitive or challenging discussions Are dependable and able to manage your time independently Thrive in structured environments and follow processes consistently Are interested in gaining exposure to healthcare—especially if you are pre-med, studying public health, nursing, or exploring a career in healthcare Nice to have but not required Previous experience in medical scribing or administrative healthcare roles Bachelor's Degree in related fields Strong interest in healthcare, medicine, or operations Comfort learning and working with new software and tools Fluency in Spanish, French, or a second language Heads up: there's one more step after you apply. Within 24 hours of submitting, you'll get an email from Criteria Corp with a short online assessment (26 minutes) covering problem-solving, work style and typing speed. We only review applications once the assessment is complete, so please finish it within 2 days. If you don't see the email, please check your spam folder. Equal Opportunity Employer We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability, or any other characteristic protected by law.

What you’ll do

The Medical Intake Specialist will conduct outbound calls to patients to collect and document detailed medical histories and injury reports. They will also ensure all medical records are accurate, standardized, and compliant with HIPAA regulations.

Requirements

The ideal candidate is detail-oriented, professional, and capable of managing time independently in a structured environment. While not required, previous experience in medical scribing or administrative healthcare roles and a bachelor's degree are considered assets.

Listed skills

• Time management · Preferred
• Administrative Support · Preferred
• Attention to detail · Preferred
• Documentation · Preferred
• Data entry · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Medical Scribing
• Data Entry
• Patient Communication
• Medical Records Management
• Documentation
• Attention To Detail
• Time Management
• HIPAA Compliance
• Active Listening
• Administrative Support
• Workflow Management
• Software Proficiency
• Medical History Documentation
• Hybrid Model
• Empathy
• Healthcare Industry Knowledge
• Medical Records
• Software Documentation
• Urgent Care
• Spanish Language
• French Language
• Operations
• Medical Privacy
• Public Health Nursing
• Process Improvement
• Templates
• Detail Oriented

Job areas

• Healthcare
• Administrative
• Customer Service & Support
• Clinical Intake Specialist
• Medical Records Clerk
• Medical Records and Health Information Technicians
• Medical Records Specialists

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