Referral Specialist

Suvida Healthcare

1d•Hybrid

About The Position

The Referral Specialist processes referral requests to outpatient centers, specialist offices, and other outside services, and serves as a liaison for patient resources. The role works closely with insurance companies and requires following through on delegated tasks and accountability. This is a hybrid role requiring workdays at the Spring Branch or Aldine Neighborhood Center as well as remote work. The Referral Specialist provides respectful, high-quality customer service and coordinates referrals from processing and authorization through appointment scheduling and follow-up. The position maintains referral tracking and documentation to support team awareness and patient safety, ensures registration and insurance information are accurate, gathers and shares relevant clinical information, updates patient records in the electronic medical record platform, and explains referral details to patients. The role also provides clinic and community resource information as appropriate and performs other duties as assigned.

Requirements

At least 1 year of progressive work experience in the healthcare industry.
At least 2 years of customer service experience.
Experience managing referrals and authorizations.
Experience documenting in electronic medical records.
Comfortable working independently.
High school diploma or GED equivalent required.

Nice To Haves

Experience in value-based care operations.
Proficiency in both English and Spanish.
Bachelor’s degree in Healthcare Administration, Business, or Hospitality.

Responsibilities

Provide the highest possible level of customer service and show respect and concern for patients.
Attend clinic huddles and monthly clinic meetings.
Expedite patient referrals to specialty offices.
Process referrals and obtain authorizations in a timely manner according to company policy.
Maintain ongoing referral tracking and appropriate documentation to promote team awareness and patient safety.
Ensure complete and accurate patient registration, including demographic and current insurance information.
Assemble information about patients’ clinical backgrounds and referral needs.
Provide and fax appropriate clinical information to specialist offices.
Schedule, problem-solve, communicate, and coordinate referral appointments with outside specialists.
Update patient information and make changes in the electronic medical record platform.
Review referral details and expectations with patients.
Provide patients with clinic and community-based resource materials as appropriate.
Perform other duties as assigned.