About The Position

The Referral Specialist coordinates patient referrals to specialists and obtains insurance authorization through the insurer’s phone, fax, or online process. The role maintains accurate referral records, confirms required documentation, gathers relevant clinical background, provides specialists with appropriate clinical information according to referral guidelines, and communicates appointment information to patients. The Specialist works as part of the practice care team, assists providers, participates in team huddles and meetings, and contributes to quality improvement initiatives. The role requires adherence to departmental and office procedures, patient-centered medical home standards, HIPAA and OSHA requirements, and the professional code of conduct. The Specialist is expected to communicate professionally with patients, providers, and colleagues, keep current with corporate communications and required training, and assist other staff as needed.

Requirements

  • High school diploma or equivalent.
  • Knowledge of practice management computer systems.
  • Ability to work independently and as part of a team.
  • Knowledge of general office machines and telephone systems.
  • Familiarity with identifying medical documents.
  • Ability to work under pressure and meet tight deadlines.
  • Ability to multitask and adapt to shifting priorities.
  • Ability to maintain discretion when handling confidential information.
  • Detail-oriented.

Nice To Haves

  • Experience in an office environment and/or healthcare setting.

Responsibilities

  • Obtain insurance authorization from patients’ insurance companies by phone, fax, or online methods.
  • Coordinate patient referrals to specialists as requested by providers.
  • Enter and maintain accurate, comprehensive referral information in the database.
  • Verify that all documentation required for each referral is provided.
  • Assemble information about patients’ clinical backgrounds and referral needs.
  • Provide specialists with appropriate clinical information according to referral guidelines.
  • Call patients with appointment information.
  • Document all stages of the referral in the appropriate database or in writing.
  • Keep current with corporate communications, email, and internal networks.
  • Be ready for work in the designated area at the assigned time and wear appropriate work attire.
  • Assist other staff members after completing assigned duties.
  • Follow departmental, office, employee handbook, HIPAA, and OSHA policies and procedures.
  • Complete and maintain training required for the job function.
  • Maintain professional conduct and a positive, supportive, and understanding manner when interacting with patients, providers, and employees.
  • Perform duties and assist providers as part of the practice care team.
  • Participate in daily team huddles and periodic team meetings to support communication, patient experience, and quality care delivery.
  • Participate in practice care team quality improvement initiatives.
  • Ensure job functions align with office policies and procedures and patient-centered medical home standards.
  • Perform other duties and responsibilities as required or requested.
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