Referrals Specialist (National City, CA)

San Ysidro Health•National City, CA

3d•$28 - $35

About The Position

The Referrals Specialist is responsible for timely processing, documentation, and follow-up of faxes received in referral folders. The role screens and processes e-faxes, uploads documents to the EHR, tasks referring providers, updates referrals, follows up as needed, and forwards document copies to Health Information Services (HIS). It also responds to inquiries about fax status and supports closing the referral loop by tracking specialty and consultation appointments and requesting visit notes or results when needed. The Specialist works professionally and responsively with internal and external customers, meets deadlines, uses sound judgment, and collaborates with colleagues to achieve shared objectives. Additional duties include maintaining departmental policies and procedures, participating in training and meetings, helping improve processes, and performing other related duties as requested. San Ysidro Health is a Federally Qualified Health Care organization providing healthcare services through an integrated network of program sites. The organization reports serving over 108,000 patients through 47 program sites across the county.

Requirements

High school diploma or GED, or at least three years of relevant experience in lieu of a diploma.
Valid California driver’s license and access to an insured vehicle.
At least six months of experience in a healthcare setting, including both front and back office work and/or referral authorization experience.
Basic medical terminology and computer skills.
Typing speed of 35 words per minute.
Ability to multitask and be attentive to patient needs and concerns.
Willingness to work collaboratively as part of a team.
Bilingual Spanish/English, with good verbal and written communication skills in both languages.
Complete pre-employment requirements, including I-9, physical, positive background and reference check results, complete application, new hire orientation, and pre-employment PPDs.

Nice To Haves

Knowledge of programs, health plan eligibility and guidelines, coding, and data processing.

Responsibilities

Receive and process e-faxes promptly, with attention to quality, accuracy, and completeness; plan ahead to complete tasks.
Screen e-faxes, upload documents to the EHR, task the referring provider, update the initial referral, follow up as needed, and forward a copy of the document to HIS.
Respond to inquiries about fax status by assessing requests and providing regular, consistent, and timely information as needed.
Demonstrate professionalism and respond accountably to internal and external customer needs and concerns.
Meet established or agreed-upon deadlines and arrive on time and prepared for work.
Use sound judgment and take responsibility and accountability for decisions, actions, and performance.
Review the referral log weekly to determine which patients have kept specialty or consultation appointments.
Update referrals with appointment dates and times and document whether patients kept their appointments.
When needed, contact the specialist or facility to request that visit notes or results be e-faxed to the Referrals Department’s main fax number within five working days of the visit.
Maintain departmental policies and procedures and demonstrate behavior consistent with SYHealth policies, core values, ethical conduct, and professionalism.
Participate in training programs, meetings, workshops, and committees as required or directed.
Work cooperatively with others, encourage group participation and inclusiveness, and help meet shared objectives.
Take initiative to improve processes and identify root causes, maintaining a focus on solutions.
Perform other related duties as requested.