Referral Specialist

Primary Health Solutions • Hamilton, OH

3d

About The Position

The Referral Specialist connects patients with specialty providers and guides them through the referral process. The role ensures patients attend specialist appointments and that Primary Health Solutions (PHS) providers receive consult notes for review. The position is in the Admin department, reports to the Call Center Supervisor, and is classified as non-exempt. It has no supervisory responsibilities.

The role involves tracking referral follow-ups, contacting patients, matching patients with specialty providers based on practical considerations, and closing referral loops. It also includes gathering and analyzing information about specialist offices. The work requires communication with clinical and administrative staff and community providers, use of practice-management and electronic medical record systems, and knowledge of medical terminology and clinical procedures.

Requirements

• High school diploma or equivalent.
• 2–3 years of experience in a clinical setting.
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
• Ability to write clear and concise routine reports and correspondence.
• Ability to solve practical problems and handle situations with limited standardization; ability to interpret written, oral, diagram, or schedule-form instructions.
• Ability to learn current practice-management and electronic medical record systems, Microsoft Word, and Internet and Intranet tools.
• Proficiency in Microsoft Word, PowerPoint, and Excel.
• Certified or Registered Medical Assistant, or a valid Ohio nursing license if applicable.
• Excellent written and verbal communication skills.
• Ability to work effectively and independently with clinical and administrative staff and community providers.
• Knowledge of examination, diagnostic, and treatment-room procedures and medical terminology.
• Ability to meet the physical demands described, including regularly lifting or moving up to 25 pounds.

Nice To Haves

• Graduation from an accredited Medical Assistants program.
• Ability to speak Spanish.

Responsibilities

• Track and log referral follow-ups in i2i.
• Contact patients to follow up on referral status.
• Connect patients with specialty providers, considering geographic location, accepted insurance, appointment availability, and patient preferences.
• Close referral loops after receiving a specialty consult note or after multiple attempts to follow up with the patient.
• Collect and analyze specialist information, including office hours, accepted insurance, appointment availability, and response timeliness.

What This Job Offers

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