About The Position

Under the direction of management, the Referral Specialist coordinates internal and external referrals ordered by providers. The role involves completing referrals, scheduling appointments, acquiring and verifying third-party information for authorizations, and tracking referrals. The Referral Specialist works closely with physicians and other members of the care team.

Requirements

  • High school education or equivalent.
  • One year of experience in a medical office and/or prior experience coordinating referrals.
  • Knowledge of medical terminology.
  • Ability to work independently and collaboratively with minimal supervision.
  • Knowledge of medical record content and sequence.
  • Training or experience in medical coding and managed care insurance plans.
  • Knowledge of the appointment-scheduling process.
  • High level of interpersonal skills.
  • Effective verbal and written communication skills.
  • Ability to prioritize, maintain accurate records, and work under deadlines.
  • Excellent customer service skills.

Responsibilities

  • Schedules and coordinates specialist appointments, procedures, and tests performed internally or externally.
  • Monitors EMR orders to ensure providers enter information correctly.
  • Validates insurance coverage and processes insurance authorizations.
  • Assembles information concerning patients’ clinical backgrounds and referral needs.
  • Enters and tracks referral requests in the EMR or other required information system.
  • Responds to and documents requests from providers and patients in a timely manner.
  • Participates in process-improvement activities to enhance the referral process and workflow.
  • Performs other duties as assigned, which may include maintaining current knowledge of department processes, protocols, and procedures for patient care; pursuing self-directed learning and continuing education; and participating on committees, task forces, and work groups as determined by management.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service