The Referral Specialist acts as a liaison among insurance companies, healthcare providers, clinics, and patients to ensure referrals for medical specialty visits are processed correctly. The role schedules referrals at the request of providers or staff, communicates with clinics and patients, reviews clinical data to support medical-necessity determinations, makes specialist referrals, and completes prior authorizations. It also supports positive working relationships between office practices and specialists. Additional duties include filing and scanning patient reports, retrieving patient records for prior authorizations or medical records, and helping patients navigate insurance and healthcare processes. The specialist should understand referral and procedure terminology and insurance plans, communicate politely by phone, and help patients access resources such as sliding-fee scales and payment arrangements. The role is expected to convey a positive image of the organization and maintain a friendly, customer-focused attitude.
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Job Type
Full-time
Education Level
No Education Listed