Referrals Specialist (San Ysidro, CA)

San Ysidro Health•San Diego, CA
•$28 - $35

About The Position

The Referrals Specialist is responsible for timely processing, documentation, and follow-up of faxes received in referrals folders. The role screens and processes electronic faxes, uploads documents to the EHR, tasks referring providers, updates referrals, and forwards documents to Health Information Services (HIS). The specialist responds to inquiries about fax status and supports closing the referrals loop by reviewing referral logs, documenting appointment outcomes, and requesting visit notes or results when needed. The position requires professionalism, sound judgment, accountability, responsiveness to internal and external customers, and the ability to meet deadlines and work cooperatively with others. The specialist also follows departmental policies, participates in training and meetings, contributes to process improvement, and performs other related duties as requested. San Ysidro Health is a Federally Qualified Health Care organization providing high-quality, compassionate, accessible, and affordable healthcare services. It serves more than 108,000 patients through 47 program sites across the county and has a commitment to equal employment opportunity.

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 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 attend to patient needs and concerns.
  • Willingness to work together with others as a team.
  • Bilingual Spanish and 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, completed 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 electronic faxes accurately, completely, and in a timely manner.
  • Screen electronic faxes, upload documents to the EHR, task the referring provider, update the initial referral, follow up as needed, and forward a copy to HIS.
  • Respond to inquiries about the status of faxes with regular, consistent, and timely information.
  • Review the referral log weekly to determine whether patients kept specialty or consultation appointments.
  • Update referrals with appointment dates and times and document whether patients attended appointments.
  • When needed, contact specialists or facilities to request visit notes or results be faxed to the Referrals Department within five working days of the visit.
  • Maintain established departmental policies and procedures and follow organizational policies, core values, ethical conduct, and professionalism standards.
  • Participate in training programs, meetings, workshops, and committees as required or directed.
  • Work cooperatively with others, encourage group participation and inclusiveness, and contribute to shared objectives.
  • Take initiative to improve processes and identify root causes, maintaining a focus on solutions.
  • Perform other related duties as requested.
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