Referral Coordinator II

University of Rochester•Town of Henrietta, NY

6d•$19 - $26

About The Position

The Referral Coordinator II monitors and processes department referrals in compliance with University standards. The role reviews referrals for insurance authorization, tracks approvals and appointments to ensure patients are cleared before arrival, and records progress notes and other relevant information in the electronic medical record. The coordinator prioritizes referrals according to standard policies and procedures, identifies the appropriate provider, schedules required ancillary services and preliminary testing, and follows up with patients to ensure preparations are complete. The role also explains insurance participation and payment options, communicates appointment instructions, and enters appointment details for referring provider offices to view. It gathers and sends information to insurance carriers or providers to obtain referrals or prior authorizations and completes referral requests in the electronic medical record after the patient has been seen. Other duties may be assigned.

Requirements

Associate's degree and 3 years of relevant experience, or an equivalent combination of education and experience.
Medical terminology knowledge is preferred.
Experience with surgical or appointment scheduling software, such as Flowcast, is preferred.
Experience with electronic medical records is preferred.

Nice To Haves

Medical terminology knowledge.
Experience with surgical or appointment scheduling software, such as Flowcast.
Experience with electronic medical records.

Responsibilities

Prioritize and process referrals according to standard policies, procedures, and practices.
Track referral approvals and appointments to ensure patients are cleared before their appointments.
Review referrals to determine whether insurance authorization has been obtained and return referrals without authorization to the referring provider’s office through the electronic medical record system.
Identify the appropriate provider and schedule required ancillary services and preliminary testing.
Follow up with patients to ensure referral requirements and appointment preparations are complete.
Explain whether providers participate in a patient’s insurance and describe payment options when they do not.
Convey appointment instructions to patients and enter scheduled appointment information in the electronic medical record for referring provider offices to view.
Gather and send information to insurance carriers or providers to obtain referrals or prior authorizations for required preliminary testing.
Enter progress notes and other pertinent information into the electronic medical record.
Complete the referral request in the electronic medical record system after the patient has been seen.
Perform other duties as assigned.