Referral Clerk

Planned Systems International, Inc. • Spokane, WA

2d

About The Position

QuarterLine (QL), a Planned Systems International (PSI) company, is seeking a dedicated and compassionate Referral Management Center Specialist to support a healthcare team at a Military Treatment Facility (MTF). The role provides professional customer service while assisting patients and staff with referral and appointment coordination.

The Referral Clerk answers questions about referrals, reviews and processes referrals, schedules specialty appointments, coordinates referrals with outside providers or insurance when services are unavailable at the MTF, and maintains accurate documentation in MHS GENESIS and other required systems. The position also educates patients about referral procedures, appointments, and expected timelines, while protecting patient confidentiality.

Candidates must meet the stated education, experience, computer proficiency, language, certification, training, and security-access requirements. Additional conditions include passing a TB test, undergoing pre-employment drug screening and a background/security investigation, complying with DHA vaccination requirements, and maintaining a well-groomed professional appearance in accordance with the policy at the place of performance.

Requirements

• Must be a U.S. citizen.
• High school diploma or equivalent.
• Working knowledge of medical terminology.
• One year of administrative experience in a medical office, clinic, or healthcare setting.
• Demonstrated computer proficiency and keyboarding ability sufficient to sustain electronic health record workflow.
• Ability to read, write, speak, and understand English fluently.
• Ability to obtain and maintain a favorable background investigation, Common Access Card, and MTF-specific badge and system access.
• Current Basic Life Support certification from AHA or Red Cross where required by the supported MTF.
• HIPAA, Privacy Act, information assurance, and MTF-directed initial and annual training.
• Must pass a TB test.
• Subject to a background/security investigation and pre-employment drug screening.
• Willingness to comply with DHA vaccination requirements.
• Contract workers must maintain good personal hygiene and present a well-groomed, professional appearance in accordance with the policy at the place of performance.

Nice To Haves

• Referral management, medical scheduling, patient administration, or insurance verification experience is preferred.

Responsibilities

• Answer incoming calls and assist patients and staff with referral-related questions.
• Review and process referrals for completeness and eligibility.
• Schedule and reschedule specialty appointments according to MTF guidelines.
• Process routine, urgent, and emergent referrals within established timeframes.
• Coordinate referrals with outside providers or insurance when services are not available at the MTF.
• Maintain accurate referral documentation in MHS GENESIS and other required systems.
• Educate patients on referral procedures, appointments, and expected timelines.
• Provide professional and courteous customer service while maintaining patient confidentiality.

Benefits

• Paid leave.
• Options for employer-sponsored group medical, dental, and vision coverage.
• Short-term and long-term disability insurance.
• Life insurance and AD&D coverage.
• Legal services, identity theft, and accident insurance.
• Flexible spending account and health savings account options for pre-tax savings on qualified medical, dental, and vision expenses.
• Company-sponsored 401(k) retirement plan with an immediately vested employer contribution match.
• Professional courses and certifications.
• Tuition reimbursement programs.

What This Job Offers

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