The Referral Specialist acts as a liaison between insurance companies, healthcare providers, and the clinic to ensure referrals for medical specialty visits are processed correctly. The role schedules referrals at providers’ or staff members’ request and communicates directly with clinics, referred-to clinics, and patients. It reviews clinical data to report medical necessity to insurers, completes insurance prior authorizations, and builds positive relationships between office practices and specialists. The specialist also files and scans patient reports and retrieves patient or medical records for prior authorizations and other needs. The role requires familiarity with referral processes, tests and surgeries, and insurance plans, as well as courteous telephone communication and patient support, including assistance with resources such as sliding fee scales and payment arrangements. The Referral Specialist performs work in accordance with the practice’s mission, vision, and values and maintains a positive, customer-friendly image for internal and external customers.
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Job Type
Full-time
Education Level
No Education Listed