Referral Specialist

Vocational Instruction Project•New York, NY
•$42,000 - $60,000

About The Position

The Referral Specialist will coordinate all patient referrals at the request of the Providers. They will notify the patient of appointments and provide any necessary instructions. The specialist will enter all referrals into the electronic health record system (eCW), document clear notes, and track and record reports as they are received. They will act as a liaison between the patient/provider and specialties, communicating via electronic medical record, email, or telephone. The Referral Specialist will also identify patient insurance coverage and limitations.

Requirements

  • Excellent organizational and communication skills required
  • Ability to multi-task and meet assigned deadlines from a variety of management staff
  • Ability to work in a fast-paced and ever-changing environment
  • Extremely proficient in Microsoft Office Suite
  • Create, edit, and interpret charts, tables, and spreadsheets (via Microsoft Excel)
  • Effectively manage filter and sort data (via Microsoft Excel)
  • Create well-organized documents and outlines (via Microsoft Word)
  • Manage mailbox and calendar (via Microsoft Outlook)

Nice To Haves

  • Bachelor's Degree preferred
  • 1-2 years of experience in program development or referral coordination within a health services agency preferred
  • Leadership and/or facilitation experience with a group or team
  • Bilingual preferred (English/Spanish or English/French)
  • Public presentation and speaking skills

Responsibilities

  • Document appointments and communication with providers and patients in the EHR
  • Determine patient eligibility for services; arranging and scheduling medical appointments for referred care
  • Ensure referral results are returned to the designated Referral E-Fax within 48 hours after the consult is received, assisting with follow-up as necessary
  • Data Entry of Referral date, Provider, and Status of Consultation
  • Appropriately schedule all appointments, coordinating with the patients and the outside providers
  • Efficiently notify the patient of any changes in their appointments within 24hrs, including a follow call/letter documented in EHR
  • Alert providers if there are any issues scheduling appointment or if the requested referral appointment is schedule for more than 3 months from date referral was generated
  • Alert Patient of scheduling delays and assist Patient with other Sites / or Providers for sooner appointment availability, when deemed necessary
  • Detail Documentation of all Patient statements and/or conclusion of Referral appointment
  • Verify and update patient insurance and demographic information
  • Contact insurance carriers to verify patient coverage as needed
  • Obtains pre-certification/authorization for services when applicable
  • Scan correspondence, consultations, and other documents to Patient’s EHR
  • Manages VIP’s Referral Tracking Tool (eBO, eCW, excel, etc.)
  • Conduct outreach preventive care reminder calls to assist patients in managing their healthcare
  • Provide great customer service and respectful communication with patients, outside facilities and co-workers
  • Participate in meetings, town halls, and collaborations as designated
  • Performs additional duties as assigned by supervisor
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