Referrals Specialist (San Ysidro, CA)

San Ysidro Health•San Diego, CA

2d•Onsite

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 documents to HIS. They will also respond to inquiries regarding fax status, demonstrating professionalism and accountability. A key part of the role is closing the referral loop by reviewing the referral log weekly to track patient appointments, updating referral details, and requesting visit notes or results from specialists or facilities as needed.

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.
Plans in advance to ensure tasks are complete.
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.
Demonstrates professionalism both verbally and non-verbally.
Listens to customers (internal and external) and addresses needs and is accountable and responsive to customer concerns.
Seeks different points of view and leverages diverse perspectives.
Meets established or agreed upon deadlines.
Arrives on time and prepared for work.
Uses sound judgement and assumes responsibility and accountability for decisions, actions, and performance.
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.