Referral Specialist Orthopedics & Spine

Trinity Health
•$20 - $28

About The Position

The Referral Specialist coordinates referrals to Orthopedics and Spine specialists and obtains insurance authorization according to each insurer’s process, which may involve phone, fax, or online communication. The role gathers and verifies referral documentation, assembles relevant patient clinical background, provides appropriate clinical information to specialists, contacts patients with appointment information, and documents each stage of the referral. The Specialist supports providers as part of the practice care team, participates in team huddles and quality-improvement initiatives, and helps align work with office procedures and patient-centered medical home standards. The position also requires professional, supportive interactions with patients, providers, and colleagues; adherence to HIPAA, OSHA, corporate, departmental, and employee-handbook policies; and completion of required training. Other duties may be assigned as required or requested.

Requirements

  • High school diploma or equivalent.
  • Knowledge of practice management computer systems.
  • Ability to work independently and as part of a team.
  • Knowledge of general office machines and telephone systems.
  • Familiarity with identifying medical documents.
  • Ability to work under pressure and meet tight deadlines.
  • Ability to multitask and adapt to shifting priorities.
  • Ability to maintain discretion when handling confidential information.
  • Detail-oriented.
  • Professional code-of-conduct adherence.

Nice To Haves

  • Experience in an office environment and/or healthcare setting.

Responsibilities

  • Obtain insurance authorization by phone, fax, or online, depending on the insurer’s process.
  • Coordinate patient referrals to specialists as requested by providers.
  • Enter and maintain accurate, comprehensive referral data in the database.
  • Verify that all pertinent documentation is provided for each referral.
  • Assemble information about patients’ clinical backgrounds and referral needs.
  • Provide specialists with appropriate clinical information according to referral guidelines.
  • Call patients with appointment information.
  • Document all stages of referrals in the appropriate database or in writing.
  • Keep current with corporate communications and internal networks.
  • Assist other staff members after completing assigned duties.
  • Follow departmental, organizational, government, HIPAA, OSHA, and employee-handbook policies and procedures.
  • Complete and maintain required job-related training.
  • Maintain professional, positive, supportive, and understanding interactions with patients, providers, and employees.
  • Perform duties and assist providers as part of the practice care team.
  • Participate in daily team huddles and other periodic team meetings.
  • 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.
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