Referrals and Authorizations Clerk

Neighborhood Healthcare•Escondido, CA
•$22 - $29•Onsite

About The Position

The primary responsibility of the Referrals and Authorizations Clerk is to coordinate all referrals and follow-up care for clinic patients. The clerk is also responsible for receiving, processing, scheduling, and following up on all medical referral requests, including in-house and outside referrals for diagnostic testing, medical specialists, or other providers.

Requirements

  • High School Diploma/GED required
  • 1 year patient services/referrals experience in medical office environment preferred
  • Bilingual (English/Spanish) or (English/Arabic) highly preferred
  • Knowledge of Current Procedural Terms (CPT), International Classification of Diseases (ICD-10), and medical terminology preferred
  • Excellent verbal and written communication skills, including superior composition, typing and proofreading skills
  • Ability to interpret a variety of instructions in written, oral, diagram, or schedule form
  • Ability to successfully manage multiple tasks simultaneously
  • Excellent planning and organizational ability
  • Ability to meet close referral cycle times following communication of progress to internal and external entities
  • Ability to work as part of a team as well as independently
  • Ability to work with highly confidential information in a professional and ethical manner
  • Ability to lift/carry 20lbs/weight
  • Ability to sit or stand for long periods of time

Responsibilities

  • Performs eligibility checks as necessary electronically and/or via telephone
  • Prepares, processes, and completes referrals accurately and in a timely manner
  • Communicates referral details, appointment information and instructions to patient/family
  • Tracks referrals in the designated logs and/or electronically via Electronic Medical Records (EMR)
  • Follows up as needed on submitted authorization requests and maintains consistent status updates of efforts via EMR
  • Monitors and reports on status of authorization requests, escalating issues as necessary, until fully resolved and referral loop is closed
  • Proactively manages needs for re-authorization across all clients and payors, working closely with clinical teams to ensure timeliness re-authorization ahead of expiry to avoid lapses in authorization or delays in patient care
  • Submits retro-authorizations and distinguishes between primary care and internal specialty visits
  • Documents all actions taken in the patient medical record in accordance with current Clinic, DHS and health plan regulations/guidelines
  • Advocates and discusses with patients all aspects of the referral process as needed or requested by the treating provider, including counseling patients regarding the cost of a referral, explaining insurance barriers and offering next step solutions to patient and referring provider
  • Screens and answers related referral calls by telephone, text message, patient portal, and/or by mail
  • Acts as a liaison between patient, clinic/providers, specialty care providers, health plans/funding sources, and community resources
  • Assists assigned provider referral clerk with the necessary details to complete the task requested that is needed by specialist or patient
  • Obtains referral and authorization from provider in timely manner
  • Communicates referral and authorization information and pertinent medical information to the specialty provider
  • Obtains consultation and/or progress reports from the specialty provider, radiologist, etc.
  • Participate in scheduled department meetings
  • Share accountability for overall patient health outcomes, working in coordination with care teams
  • Maintains a professional working relationship with all levels of staff, clients, and the public
  • Cooperates, as part of a team, in accomplishing department goals and objectives
  • Maintains positive relationships with all patients, prospective patients, clinical staff, prospective employees, fellow co-workers and referral sources
  • Follows all safety procedures as outlined in Neighborhood Healthcare’s Illness and Injury Prevention Plan (IIPP) and report any injuries and/or unsafe conditions immediately
  • Maintains current knowledge of policies and procedures as they relate to safe work practices
  • Uses appropriate body mechanics to ensure an injury free environment
  • Familiarity with location of nearest fire extinguisher and emergency exits
  • Follows all infection control procedures including blood-borne pathogen protocols
  • Maintains privacy of all patients, employee and volunteer information and access such information only on a need-to-know basis for business purposes
  • Complies with all regulations regarding corporate integrity and security obligations
  • Reports all behavior and/or activity that are unethical, fraudulent, or unlawful
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