Referral Agent - Clinic Referral Agents

St. Peter's Health Regional Medical Center • Helena, MT

1d • Hybrid

About The Position

The Referral Agent is responsible for coordinating timely, accurate, and patient-centered scheduling of referrals and appointments within St. Peter’s Health Medical Group. Serving as a key point of contact for patients, providers, and care teams, this role helps ensure a seamless patient experience by managing scheduling activities, obtaining and verifying patient information, and communicating important appointment details and visit instructions. This position works collaboratively with clinic teams and departments across the organization to support efficient scheduling workflows, maximize provider schedules, and ensure continuity of care. The Referral Agent delivers exceptional customer service while handling incoming calls, coordinating referrals, and assisting patients with questions regarding appointments, directions, preparation instructions, and payment expectations.

Requirements

• Demonstrated ability to communicate in a professional and courteous manner with all customers.
• Demonstrated ability to effectively complete assigned work while experiencing multiple interruptions.
• Demonstrated ability to manage complex and multiple tasks within assigned time period.
• Ability to be flexible as the work load demands.
• Ability to work with a variety of personnel.
• Demonstrated ability to work independently with minimal direction.
• Ability to perform detailed assignments and compile information with accuracy.
• Ability to deal with multiple stressors, deadlines, and difficult situations while meeting patient’s needs and providing superior customer service to all.
• Ability to work as a team player.

Nice To Haves

• Healthcare scheduling experience.
• Customer service experience.
• Medical office experience.
• Medical terminology.

Responsibilities

• Coordinating timely, accurate, and patient-centered scheduling of referrals and appointments.
• Serving as a key point of contact for patients, providers, and care teams.
• Managing scheduling activities.
• Obtaining and verifying patient information.
• Communicating important appointment details and visit instructions.
• Working collaboratively with clinic teams and departments across the organization to support efficient scheduling workflows, maximize provider schedules, and ensure continuity of care.
• Handling incoming calls.
• Coordinating referrals.
• Assisting patients with questions regarding appointments, directions, preparation instructions, and payment expectations.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED