Referral Specialist

Housing Works • New York, NY

11d

About The Position

The Referral Specialist coordinates referrals ordered by health center providers. This includes acquiring and verifying third-party information, arranging referral appointments, tracking referrals, and collecting consultation reports from external specialists. The role works with the Patient Care Coordinator and communicates with providers and patients to help ensure referrals are completed and documented appropriately.

The position requires a high school diploma or equivalent. One year of experience in a medical-related field is preferred. Candidates should be comfortable working with culturally diverse populations, handling sensitive and confidential client information, organizing and prioritizing multiple demands, and using Microsoft Office, Outlook, and the Internet. The role may require occasional evening and weekend work with advance notice, as well as participation in advocacy events.

Requirements

• High school diploma or equivalent.
• Interest in and ability to work with culturally diverse populations.
• Interpersonal skills for working with a culturally diverse population.
• Ability to work occasional evenings and weekends with advance notice.
• Strong attention to detail and organization.
• Ability to prioritize multiple demands at once.
• Experience with Microsoft Office (Word and Excel), Outlook, and the Internet.
• High level of interpersonal skills to handle sensitive and confidential client information and situations.
• Willingness to participate in advocacy events.

Nice To Haves

• One year of experience in a medical-related field is preferred.

Responsibilities

• Work in collaboration with the Patient Care Coordinator to ensure duties are completed.
• Coordinate all aspects of referrals ordered by health center providers on behalf of patients.
• Ensure the client is PCP-aligned before working on the referral.
• Enter the appropriate structured data in the referral tracking module in the electronic medical record.
• Communicate with the provider and patient about the most appropriate specialist for each case.
• Ensure the patient receives paperwork required for the appointment, such as labs, x-rays, and progress notes.
• Track referral appointment outcomes in the medical record and bring them to the ordering provider’s attention.
• Assign patients responsibility for securing their own appointments based on their ability and need for support.
• Secure insurance authorization as needed.
• Obtain consultation reports from specialty providers and log them in the medical record.
• Maintain the specialty provider list on the shared drive, including accepted payor sources.
• Participate in daily huddles, including providing updates on referrals for clients being seen that day.
• Perform other assigned duties.
• Adhere to Housing Works Core Values: All-In, Stronger Together, Membership, and High Performance.
• Participate in advocacy events.

Benefits

• Three comprehensive healthcare plans to choose from based on priorities and budget; Housing Works covers most of the plan, with the employee paying a portion based on salary.
• PTO begins accruing immediately, with up to 30 days earned in the first year.
• Educational benefit available for tuition loan reimbursement, tuition costs, and textbooks.

What This Job Offers

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