Referral Specialist

Monadnock Family Services • Keene, NH

6d

About The Position

The Referral Specialist serves as a gatekeeper for initial point of entry for clients receiving outpatient services. Gathers, assembles, and maintains client and insurance billing information necessary to ensure accurate billing. Acts as a customer liaison with Billing Department, Intake Department, and Therapists. A Referral Specialist has responsibility for obtaining basic information from people requesting clinical appointments. Determines whether the individual needs an emergency appointment or can be scheduled with an outpatient clinician. A Referral Specialist works closely with the client, Billing Department, Insurance companies, and therapists to collect any available funds due for services rendered to the client. A Referral Specialist performs duties under the supervision of the Director to support administrative operations and delivery of clinical service.

Requirements

• High school diploma or equivalent.
• Ability to organize office systems and procedures in an efficient and cost-effective manner in accordance with agency program policies.
• Ability to exercise good judgment in individual situations to determine action to be taken within the limits of agency and program policies, procedures, standard practice.
• Ability to write legibly and coherently, type and proofread accurately.
• Good knowledge and use of English grammar as well as standard typing formats.
• Ability to prioritize job responsibilities, to make sound independent judgments in routine situations and to know when to refer matters appropriately to the clinical staff or Director.
• Desire to learn and the ability to accept supervision professionally.
• Ability to operate telephone system, computer, photocopier, calculator, and fax machine.

Nice To Haves

• Critical thinking skills
• Experience working in community mental health setting.

Responsibilities

• Initial point of referral by clients requesting services by phone.
• Organizes and performs functions necessary to ensure prompt and accurate billing and accounting of client accounts receivable for outpatient and case management departments for clients.
• Advises client if they must call for pre-authorization to initiate service and gives information on that procedure as well as explains co-payments and benefits.
• Responsible for performing tasks dealing with collecting fees for clients both active and closed.
• Works with billing and/or Benefits, to help answer client questions regarding billing, i.e., statements received, payment postings, insurance requests or insurance denials.
• Provides positive interaction in all contacts (clients, third party insurers, etc., and demonstrates sound judgment in her/his actions.
• Demonstrates sensitivity toward clients and visitors and actively promotes the agency theme and philosophy of courtesy, sensitivity, and respect.
• Performs office tasks to ensure responsible, orderly, and efficient office operations.
• Demonstrates efficient and effective use of the internal office communication system including coverage of the telephone switchboard, use of staff mailboxes, E-mail, and the use of the answering service to ensure that all communications are delivered accurately and promptly.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED