Referral Clerk

Wellness Pointe•Longview, TX

About The Position

The Referral Clerk schedules referral appointments for patients and fulfills requests for information about physicians and services. The role maintains the patient referral log in accordance with physicians’ direction and tracks patient appointment follow-through. Referral and booking management must be carried out in agreement with company rules and regulations. The clerk also performs other duties as assigned. The position requires administrative and medical-office capabilities, including use of Windows and proprietary scheduling and database software. The employee must be able to work independently and effectively under pressure, communicate well, and maintain strong organizational and problem-solving skills. Spanish is preferred.

Requirements

  • High school diploma or equivalent.
  • Mental and physical health sufficient to meet the demands of the position.
  • Valid Texas driver's license, an appropriate driving record, and auto liability insurance meeting the minimum required by Texas statute.
  • Previous Windows experience to master proprietary scheduling and database management software.
  • Administrative experience, including data entry, Word, Excel, Outlook, and Internet skills.
  • Ability to work independently and effectively under pressure.
  • Demonstrated human relations and effective communication skills.
  • Strong organizational and problem-solving skills.
  • Energetic, forward-thinking, and creative approach, with high ethical standards and an appropriate professional image.

Nice To Haves

  • At least 2 years of related medical office experience (listed as preferred).
  • Spanish speaking ability.

Responsibilities

  • Schedule referral appointments for patients.
  • Fulfill requests for information about physicians and services.
  • Maintain the patient referral log in line with physicians’ direction.
  • Track and maintain patient appointment follow-through.
  • Ensure referral and booking management complies with company rules and regulations.
  • Carry out other duties as assigned.
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