Referral Specialist Orthopedics & Spine

Trinity Health

3d•Onsite

About The Position

This full-time position is for a Referral Specialist in the Orthopedics & Spine department. The role involves obtaining insurance authorizations, coordinating patient referrals to specialists, maintaining accurate referral data, and communicating appointment information to patients. The specialist will work as part of a practice care team, participating in meetings and quality improvement initiatives. Adherence to departmental policies, HIPAA, OSHA, and the employee handbook is required. The position emphasizes a professional and positive attitude, with a focus on patient-centered care and teamwork.

Requirements

High School diploma or equivalent.
Knowledge of practice management computer systems (e.g., EPIC).
Demonstrated ability to work independently and as a team.
Knowledge of general office machines and telephone system.
Familiarity with identification of medical documents.
Ability to work well under pressure and within tight deadlines.
Ability to multitask and adapt to shifting priorities.
Maintain high degree of discretion when dealing with confidential information.
Detail oriented.

Nice To Haves

Experience in an office environment and/or health care setting helpful.

Responsibilities

Obtain insurance authorization from patient’s insurance company via phone, fax, or online.
Coordinate patient referrals to specialists as requested by providers.
Enter and maintain accurate, comprehensive data entry of all referrals into the database.
Verify all pertinent documentation has been provided for the type of referral requested.
Assemble information concerning patient's clinical background and referral needs.
Provide appropriate clinical information to specialists per referral guidelines.
Call patient with appointment information.
Document all stages of the referral in the appropriate database or in writing.
Demonstrate adaptability and accept change in a positive manner.
Keep current with corporate communications such as email and internal network.
Present and ready for work in designated area at assigned time and dressed in appropriate work attire.
Readily assist other staff members upon completion of assigned duties.
Understand and adhere to all departmental policies and procedures.
Complete and maintain all required training relative to job function.
Exemplify a strong adherence to the professional code of conduct.
Maintain a professional and positive attitude and demonstrate a supportive and understanding behavior when in contact with patients, providers, employees, and patients.
Follow all policies and procedures mandated by St. Joseph’s Physicians and the Government regarding HIPAA and OSHA.
Abide by the policies and procedures set forth in the St. Joseph’s Physicians employee handbook.
Perform duties and assist providers as part of the practice care team.
Take part in daily team huddles and/or other periodic team meetings to facilitate communications and enhance positive patient experiences and quality delivery of care.
Participate in quality improvement initiatives as part of the practice care team.
Ensure job functions align with office policies and procedures and patient-centered medical home standards.
Perform other duties and responsibilities as required or requested.