Referrals Specialist

TEKsystemsSan Diego, CA
$25 - $25Onsite

About The Position

We are seeking a bilingual Referral Specialist to join a busy pediatric healthcare clinic in San Diego, CA. This individual will play a vital role in supporting patient access to care by coordinating referrals, obtaining insurance authorizations, scheduling specialty services, and maintaining accurate referral documentation. The ideal candidate will have experience working in a healthcare environment, strong knowledge of insurance eligibility and authorization processes, and a commitment to providing exceptional patient service.

Requirements

  • Fully bilingual in English and Spanish, including verbal and written communication.
  • Minimum of 1 year of healthcare experience involving referral coordination, authorizations, or both front and back office responsibilities.
  • Knowledge of insurance plans, eligibility requirements, benefits, and authorization guidelines.
  • At least 2 years of customer service experience.
  • Experience utilizing Electronic Medical Records (EMR) systems.
  • Typing speed of at least 35 words per minute.
  • High School Diploma or GED.

Nice To Haves

  • Experience with Epic EMR.
  • Medical Assistant Certificate or related healthcare training.
  • Knowledge of coding and data processing practices.
  • Experience working in a high-volume healthcare or call center environment.
  • Familiarity with pediatric, specialty clinic, or managed care settings.

Responsibilities

  • Receive, review, and process referral and authorization requests accurately and efficiently while ensuring complete documentation.
  • Coordinate and schedule referrals, specialty consultations, diagnostic testing, durable medical equipment (DME), and ancillary services as ordered by providers.
  • Obtain insurance authorizations through phone, fax, email, payer portals, and other communication channels.
  • Follow up on outstanding authorization requests and missing documentation to prevent delays in patient care.
  • Verify patient eligibility, benefits, coverage requirements, and authorization criteria with various insurance plans.
  • Manage referrals throughout the entire lifecycle, from initiation through completion and closure.
  • Utilize EMR systems and multiple software applications to document patient information, track referrals, schedule services, and obtain authorizations.
  • Communicate referral and authorization status updates to patients, providers, and internal healthcare teams.
  • Review referral logs regularly and update records with appointment details, outcomes, and follow-up requirements.
  • Confirm patient attendance at scheduled appointments and obtain specialist reports, visit notes, and test results as needed.
  • Maintain professionalism and excellent customer service when interacting with patients, providers, and healthcare partners.
  • Consistently meet productivity, quality, and turnaround time expectations.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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