Referral Intake Specialist- Rehab Services

UR Medicine Thompson Health • Canandaigua, NY

6d

About The Position

The Referral Intake Specialist provides operational oversight of referrals to reduce delays, prevent loss-to-follow-up, and support timely patient access to care. This position actively supports the mission, goals, and objectives of Thompson Health and its affiliation with the University of Rochester Medical Center. Additionally, this role is cross-trained to provide limited backup support for Prior Authorization Specialists and Rehab Scheduling Representatives during periods of planned or unplanned coverage needs, high volume, or staffing shortages. Backup responsibilities are performed in accordance with established departmental workflows and do not supersede the primary intake, triage, and referral management responsibilities of the position. The role is responsible for centralized intake, triage, and management of outpatient rehabilitation referrals for Physical Therapy, Occupational Therapy, and Speech Therapy services. It serves as the primary owner of rehabilitation referral workflows in Epic, ensuring referrals are complete, accurate, properly routed, and progressed efficiently through authorization and scheduling readiness. The position provides customer service ensuring customer reception, insurance verification and referrals, order entry, procedure coordination, and scheduling.

Requirements

• Work collaboratively with the Prior Authorization team and Rehab Scheduling Representatives while remaining functionally independent from both roles.
• Knowledge of outpatient referral processes and their impact on patient access and operational efficiency.
• Working knowledge of medical terminology and ambulatory clinical workflows.
• Ability to interpret physician orders and referral documentation.
• Strong computer proficiency with electronic health records; Epic experience preferred.
• Detail-oriented with above-average organizational skills.
• Ability to multitask and manage high-volume, time-sensitive work.
• Strong customer service orientation and communication skills.
• Working knowledge of medical terminology and basic understanding of human anatomy, specifically musculoskeletal.
• Proficient use of CPT and ICD-10 codes and registration.
• Excellent computer skills including Excel, word, and internet use.
• High School Diploma or GED required.
• Minimum of 1 year of experience in a healthcare setting involving referrals, intake, access coordination, or care coordination.

Nice To Haves

• Associate’s Degree preferred.
• Medical terminology coursework or training preferred.
• Experience in outpatient rehabilitation, specialty access, or Epic referral work queues.

Responsibilities

• Centralized intake, triage, and management of outpatient rehabilitation referrals for Physical Therapy, Occupational Therapy, and Speech Therapy services.
• Serves as the primary owner of rehabilitation referral workflows in Epic, ensuring referrals are complete, accurate, properly routed, and progressed efficiently through authorization and scheduling readiness.
• Provides customer service ensuring customer reception, insurance verification and referrals, order entry, procedure coordination and scheduling.
• Provides operational oversight of referrals to reduce delays, prevent loss-to-follow-up, and support timely patient access to care.
• Cross-trained to provide limited backup support for Prior Authorization Specialists and Rehab Scheduling Representatives during periods of planned or unplanned coverage needs, high volume, or staffing shortages.

What This Job Offers

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