Clinical Eligibility & Intake Nurse

Job Title:

Clinical Eligibility & Intake Nurse

Classification:

1099 Contractor

Work Structure:

Fully Remote

Shift:

Monday-Friday, up to 40 hours per week; between 8am and 10pm ET

Team:

Clinical Operations

Reporting to:

Clinical Eligibility Lead (intake coverage coordinated with Care Delivery)

Location:

United States

About Us

One in three people die of heart disease - it's time to change that. We're redesigning heart health from the ground up so that everyone can live fuller lives. Our team consists of mission-driven clinicians, engineers, and professionals attacking a problem using evidence-based research and guidelines for cardiovascular rehabilitation. We're working to deliver exercise and wellness to older adults with cardiovascular disease using telemedicine. We are dedicated to delivering exceptional services that enhance the lives of our patients.

Job Summary

The Clinical Eligibility & Intake Specialist splits time between two kinds of work. Most days, you will review the EMR records of cardiac recovery patients to determine medical eligibility for Aviary Health's virtual cardiac rehab program. When intake needs extra capacity, such as a last-minute call-out, a schedule gap, or a high-volume week, you will step in to run initial assessments with new patients over video.

This role suits a nurse who is equally comfortable working a chart review queue independently and sitting with a new patient to explain the program, review their history, and build their plan.

Responsibilities

• Clinical eligibility (majority of hours)
• Reviewing patient charts in Epic and other EMRs to determine medical eligibility/ineligibility using the inclusion/exclusion list and decision tree
• Identifying current cardiac rehab referral orders, or creating cardiac rehab referral orders when needed
• Communicating eligibility and ineligibility decisions to the enrollment team through concise documentation in the appropriate platforms
• Working the eligibility queue within team turnaround targets so patients can be scheduled without delay
• Completing eligibility rechecks and supporting special projects as needed
• Escalating cases that fall outside the decision tree to the Clinical Eligibility Lead
• Intake coverage (as needed, often same day)
• Conducting initial assessments by video for patients enrolling in our virtual cardiac recovery program
• Reviewing medical history, cardiac procedures, and medications before and during the visit
• Completing individualized treatment plans that include nutrition, psychosocial, fitness, and co-morbidities assessments
• Educating patients on program benefits and the importance of risk factor modification
• Using goal setting and motivational interviewing to start patients off motivated and engaged
• Documenting each visit accurately and on time per clinical documentation standards

This position requires the ability to learn and retain a broad base of clinical knowledge, switch between chart review and patient-facing work within the same shift, and make quick, independent decisions using good judgment.

Qualifications

• Active RN or LPN license (required); multistate/compact license preferred
• 3-5 years of clinical experience in cardiac care, cardiac rehab, or chronic disease management
• 3 years of experience in Epic or another EMR, including chart review
• Working knowledge of cardiac conditions, procedures, and medications, including CHF
• Experience assessing and educating patients, ideally older adults, in a clinical or virtual care setting
• Comfort with motivational interviewing and goal setting
• Strong written communication, with concise and accurate clinical documentation
• Proficient computer skills, including Zoom, Google Suite, and EMR systems
• Fluent in English (written and verbal)
• Bonus points
• Bilingual in English and Spanish
• Cardiac rehab experience or knowledge of cardiac rehab eligibility criteria
• Virtual care or remote/1099 contract experience
• Coaching experience in smoking cessation, diabetes management, or special populations

Requirements

• Citrix
• Epic access/RTE
• Google Suite
• Zoom
• Teams (required for GHS Epic training)
• Reliable internet connection and a quiet, private workspace suitable for live video visits with patients
• SOPs
• Clinical eligibility check process
• Inclusion/exclusion list
• Decision tree
• ICD code list
• Aviary platform macros
• Initial assessment and treatment plan documentation
• Note: This is a 1099 contractor position.