Referral Specialist (Chula Vista, CA)
About The Position
Responsible for timely processing, documenting, and follow-up of faxes received in referrals folders. This role involves receiving and processing e-faxes with attention to quality, accuracy, and completeness. The specialist will screen e-faxes, upload documents to the EHR, task referring providers, update initial referrals, and forward copies to HIS. They will also respond to inquiries regarding fax status, demonstrate professionalism, and actively listen to customer needs. A key responsibility is closing the referral loop by reviewing the referral log weekly to track patient appointments, updating referral information, and requesting visit notes or results from specialists within 5 working days of the visit. The role also includes maintaining departmental policies, promoting company values, enhancing professional growth, attending meetings, and working cooperatively in a team environment to improve processes.
Requirements
- High School Diploma/GED, or a minimum of 3 years of relevant experience in lieu of diploma.
- Valid CA driver’s license and access to an insured vehicle.
- A minimum of 6 months’ experience in a healthcare setting to include both front and back office and/or referral authorization experience.
- Basic medical terminology and computer skills.
- Typing of 35 wpm.
- Ability to multi-task.
- Be attentive to patient needs and concerns.
- Willing to work together with others as a team.
- Bilingual (Spanish/English).
- Good verbal and written communication skills in both languages.
- Pre-employment requirements include I-9, physical, positive background and reference check results, complete application, new hire orientation, pre-employment PPDs.
Nice To Haves
- Knowledge of programs, health plan eligibility and guidelines, coding, and data processing are helpful.
Responsibilities
- Receives and processes e-faxes in a timely manner with attention to quality, accuracy, and completeness of work.
- Screens e-faxes received, uploads documents to EHR, tasks referring provider, updates initial referral, follow up if needed, and proceeds to forward a copy of the document to HIS.
- Responds to inquiries regarding current status of faxes by assessing the request and evaluating the circumstances to provide regular, consistent, and timely information as needed.
- Works on closing the referrals loop; review the referral log weekly to determine which patients have kept their specialty or consultation appointments.
- Updates the referral with date and time of the appointment.
- Documents if patient kept their appointment, reach out to specialist or facility to request visit notes or results to be e-faxed to the Referrals Department’s main fax number within 5 working days of visit as needed.
- Maintains established departmental policies and procedures.
- Displays and promotes behavior consistent with SYHealth’s policies and core values, and adheres to standards of ethical conduct and professionalism.
- Enhances professional growth and development through participation in training programs, meetings, and workshops.
- Attends meetings as required and participates in committees as directed.
- Works cooperatively with others as a team to meet shared objectives.
- Fosters an environment that encourages group participation and inclusiveness.
- Takes initiative to help improve processes and identify root causes, maintaining a focus on solutions.
- Performs other related duties as requested.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
