Referral Specialist

Housing Works•Brooklyn, NY

About The Position

The Referral Specialist coordinates and completes referrals ordered by health center providers. The role includes acquiring and verifying third-party information, arranging referral appointments, tracking referrals, and collecting consultation reports from external specialists. The specialist works with the Patient Care Coordinator and communicates with providers and patients to support appropriate referrals and follow-up. This position is part of a bargaining unit of Housing Works’ New York City employees represented by the Retail Wholesale and Department Store Union (RWDSU).

Requirements

  • High school diploma or equivalent.
  • Interest in and ability to work with culturally diverse populations.
  • Interpersonal skills for working with culturally diverse populations.
  • 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 aligned with a primary care provider before working on a referral.
  • Populate appropriate structured data fields in the referral tracking module of the electronic medical record.
  • Maintain communication with providers and patients regarding the most appropriate specialist for each referral.
  • Ensure patients receive the paperwork needed for appointments, such as lab orders, X-rays, and progress notes.
  • Track referral appointment outcomes in the medical record and bring them to the ordering provider’s attention.
  • Assign patients to secure their own appointments based on their ability and support needs.
  • 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 payors.
  • Participate in daily huddles, including providing updates on referrals for clients being seen that day.
  • Participate in advocacy events.
  • Perform other duties as assigned.
  • Adhere to Housing Works’ core values: All-In, Stronger Together, Membership, and High Performance.

Benefits

  • Three healthcare plans to choose from, with Housing Works covering most of the plan cost and employees paying a portion based on salary.
  • Up to 30 days of PTO earned in the first year, accruing immediately.
  • Educational benefit available for tuition loan reimbursement, tuition costs, and textbooks.
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