Clinical Intake Coordinator

About Leap Leap is one of the fastest-growing benefits solutions and a category-defining pioneer in employer specialty pharmacy. We are reshaping how life-changing therapies are delivered and financed, ensuring patients get the treatment they need while employers finally get a fair deal. Specialty drugs and infusions represent nearly 10% of all healthcare spend and are the fastest-growing cost category for employers. Leap tackles this challenge with a novel approach: eliminating hidden markups, expanding access to high-quality infusion providers, and bringing clarity and fairness to how therapies are priced and paid for. We’re proud to partner with numerous Fortune 500 companies and leading TPAs. Each patient we serve creates immediate ROI: lower costs, improved access, and better care. Join us as we redefine what’s possible in specialty care.

About the Role

The Clinical Intake Coordinator ensures members are successfully onboarded into care by collecting complete and accurate intake information and preparing each case for a seamless transition to the care team. You will engage members directly, gather and validate intake documentation, and deliver high-quality handoffs that allow Care Guides to begin ongoing care without additional follow-up. The role partners closely with Care Guides, Member Growth, and Care Operations to move members efficiently through the intake pipeline. This position reports to the Care Guide Clinical Manager.

Key Responsibilities

Member Engagement & Intake

• Conduct proactive outreach to members via phone, SMS, and email to collect required clinical intake information.
• Serve as the primary point of contact for patient inquiries, delivering clear and empathetic communication throughout the intake process.
• Gather and validate patient demographic, clinical, and treatment information required to initiate care.

Care Coordination & Scheduling

• Schedule and confirm treatment appointments while coordinating with nursing agencies and infusion providers.
• Verify medication receipt and ensure patients understand treatment preparation requirements prior to therapy.
• Prepare comprehensive handoffs to Care Coordinators, including intake summaries, supporting documentation, and next steps.

Insurance & Authorization Support

• Verify member eligibility and benefits, confirming insurance coverage, payer details, and cost-sharing information needed to initiate care.
• Support preparation of prior authorization documentation and track authorization, renewal, and extension status.

Operational Excellence & Compliance

• Identify and escalate urgent clinical or safety concerns to licensed clinical staff according to protocol.
• Maintain accurate documentation across CRM and EHR systems to ensure continuity of care.
• Uphold strict HIPAA compliance and member privacy standards in all communications and records.

Qualifications

Required:

• Active certification or licensure as a Medical Assistant (CMA/RMA), Licensed Practical Nurse (LPN), or Pharmacy Technician (CPhT or state-licensed).
• 2+ years of experience in patient intake, care coordination support, or member outreach within a healthcare environment.
• Experience verifying insurance benefits and supporting prior authorization workflows.
• Familiarity with infusion therapy concepts or specialty medication workflows.
• Strong written and verbal communication skills with the ability to build trust with patients remotely.
• Experience using CRM, EHR, or healthcare operations systems.

Preferred:

• Experience in infusion centers, specialty infusion programs, or virtual care operations.
• Experience working in a healthcare startup or fast-paced care delivery environment.
• Spanish fluency (spoken and written).

At Leap, we’re building an outlier company with real impact — and that takes focus, energy, and commitment. If that excites you, we’d love to hear from you. Leap is an equal opportunity employer and welcomes applicants from all backgrounds. We’re committed to building a team that reflects a diversity of perspectives, experiences, and identities.