Clinical Referral Specialist

American Addiction CentersMequon, WI
$22 - $33Onsite

About The Position

The Clinical Referral Specialist works Monday through Friday from 8:00 AM to 4:30 PM onsite at West Mequon, supporting physicians at West Mequon, Germantown North, and Hubertus. This role is responsible for reviewing work queues to identify unscheduled ordered services and contacting patients to schedule the appropriate service. The specialist will schedule complex specialty appointments, adhere to protocols, and communicate pre and post-appointment instructions to patients. They will accurately schedule medical services, link orders to appointments, and provide provider referrals based on ordered services and patient preferences. Documentation of all contact attempts in the patient's electronic health record and adherence to department workflows are crucial. The role also involves notifying the ordering provider when an ordered medical service is removed and providing excellent patient service by problem-solving, documenting concerns, and identifying appropriate follow-up. Additionally, the specialist will educate patients on referral and authorization requirements, payer coverage, eligibility guidelines, and insurance changes. Registration responsibilities, including ensuring accurate patient information and confirming payer information, are also part of the role. Maintaining knowledge of Medicare, Medicaid, third-party payer requirements, and insurance plans is essential.

Requirements

  • High School Graduate.
  • Typically requires 1 year of experience in a medical group with focused experience in the coordination of patient care including scheduling of specialty services and comprehensive understanding of medical terminology.
  • Knowledge of clinical processes and procedures, including a good working knowledge of medical terminology and medical chart documentation.
  • Knowledge of patient focused software systems, (i.e. EPIC & Interactive Intelligence (I3)).
  • Ability to efficiently enter/update database records and read/comprehend patient records.
  • Excellent communication skills and the ability to communicate professionally and effectively with patients, peers, and caregivers across the organization.
  • Demonstrated ability to work independently and be self-directed.
  • Proficiency in Microsoft Office.
  • Ability to manage multiple tasks.
  • Excellent customer service skills.

Responsibilities

  • Reviews work queues to identify unscheduled ordered services and connects with the patient to schedule the appropriate service.
  • Schedules appointments including complex specialty appointments and adheres to appropriate protocols.
  • Communicates to the patient all pre and post appointment instructions (i.e., medication guidelines, food/beverage consumption guidelines, check in procedures, directions to facilities, etc.).
  • Schedules the ordered medical service accurately and links order to appointment.
  • Provides the highest level of patient service by problem solving, documenting patient concerns, and identifying appropriate follow-up for patients.
  • Educates patients regarding referral and authorization requirements, payer coverage, eligibility guidelines, and insurance related changes or trends.
  • Performs registration responsibilities to ensure accurate patient information and confirms patient payer information.
  • Maintains knowledge of Medicare, Medicaid and third-party payer requirements, guidelines and policies, insurance plans requiring pre-authorization and current accepted insurance plans.
  • May obtain demographic and insurance information.
  • May ensure insurance and patient information obtained is complete and accurate and update information if necessary.
  • May update financial information and other data when changes or additions occur, and may communicate to patients as appropriate.

Benefits

  • Comprehensive suite of Total Rewards
  • Competitive compensation
  • Generous retirement offerings
  • Programs that invest in your career development
  • Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training
  • Premium pay such as shift, on call, and more based on a teammate's job
  • Incentive pay for select positions
  • Opportunity for annual increases based on performance
  • Paid Time Off programs
  • Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
  • Flexible Spending Accounts for eligible health care and dependent care expenses
  • Family benefits such as adoption assistance and paid parental leave
  • Defined contribution retirement plans with employer match and other financial wellness programs
  • Educational Assistance Program
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