Patient Referral Specialist

NTO Physician Partners PLLC•Grapevine, TX

About The Position

The Patient Referral Specialist manages incoming specialist referrals and maintains accurate, timely records in the electronic medical records (EMR) system. The role also assists with front desk reception, the lobby information desk, and the medical records department as needed. The specialist coordinates and reconciles referrals, gathers required information and documents, communicates with outside physician offices and clinical staff, and supports patients with calls and scheduling needs. The role requires following referral procedures and timelines, protecting privacy and confidentiality, providing professional customer service, and ensuring patient records and referral documentation are complete and accurate.

Requirements

High school diploma/GED or equivalent experience.
1–2 years of referral coordination experience, including HMO experience.
Computer literacy, strong keyboard skills, and experience with an electronic medical records system.
Strong written and verbal communication skills.
Pleasant speaking voice and demeanor, with strong customer service skills.
Neat, professional appearance.

Nice To Haves

One or more years of experience communicating with patients.
Background in medical terminology and orthopedics, and ability to analyze medical situations for scheduling purposes.
Familiarity with various health insurance plans and benefit eligibility processes.

Responsibilities

Manage external referrals and perform daily referral reconciliation, gathering required information and documents and processing referrals within established timelines.
Answer telephone calls and assist with scheduling and other needs based on the type of call.
Participate in clinic and market education, training, and meetings as needed or required.
Communicate with outside physician offices to clarify referral issues when needed.
Communicate with clinical staff to promote team awareness.
Follow referral guidelines, procedures, policies, and privacy and confidentiality requirements.
Provide professional, timely customer service with a positive attitude to internal and external customers and peers.
Work independently.
Ensure electronic patient records are accurate, including registration information, demographics, current insurance information, specialist consults, hospitalizations, ER visits, and community organizations related to patient health.
Scan MRIs, surgery photos, outside medical records, and other documentation into the EMR system to support referrals.
Retain and use knowledge of insurance policies and procedures.
Assist with front desk reception, lobby information desk, and medical records coverage as needed.
Perform other related duties as assigned.