Specialty Referral Specialist

OrthoArizona•Chandler, AZ

About The Position

The Specialty Referral Specialist coordinates patient referrals to specialty providers, ensuring timely and accurate scheduling and facilitating communication among patients, internal providers, and external specialists. The role supports continuity of care by managing the referral process from beginning to end and ensuring that documentation and authorizations are complete and up to date. The position includes contacting patients after referral review, coordinating appointments with specialty offices, verifying patient and insurance information, obtaining necessary authorizations, documenting referral activity in the electronic medical record, and collaborating with care teams to ensure smooth transitions. The specialist also follows referral protocols and standard operating procedures, participates in ongoing training, and works toward individual and team performance metrics. OrthoArizona is a privately owned orthopedic and sports medicine practice with more than 75 providers across 30 locations. The organization describes its priorities as best-in-class patient care, research and technology, and recognizing employees.

Requirements

  • High school diploma or equivalent.
  • At least 1–2 years of experience in a medical office or referral coordination role, preferably in a specialty or high-volume setting.
  • Knowledge of insurance authorization processes and referral requirements.
  • Proficiency with EMR systems and Microsoft Office Suite.
  • Strong communication, organization, and customer service skills.
  • Ability to work in a fast-paced, team-oriented environment with attention to detail.

Nice To Haves

  • Associate degree or relevant healthcare coursework.
  • Experience in a specialty or high-volume medical setting.

Responsibilities

  • Promptly and professionally contact patients after referral review and route calls appropriately when necessary.
  • Coordinate with external specialty offices to schedule appointments in a timely manner and share relevant referral information.
  • Collect and verify patient demographics and insurance details for accurate appointment scheduling.
  • Schedule appointments according to referral urgency and provider availability.
  • Confirm insurance coverage and obtain required authorizations or pre-referrals before scheduled visits.
  • Document referral and scheduling activities accurately in the electronic medical record using proper medical terminology.
  • Maintain clear, thorough patient-chart documentation to track referral progress and ensure referral loop closure.
  • Collaborate with internal clinicians, external providers, and clinical staff to clarify referral details and support seamless care transitions.
  • Meet individual and team performance metrics related to productivity and referral completion.
  • Stay current on updates to referral protocols and practice management systems.
  • Follow Standard Operating Procedures and participate in ongoing training and development.
  • Perform other assigned administrative or referral-related duties.

Benefits

  • Robust paid time off package including sick time, holidays, and paid time off.
  • Medical insurance with multiple plan options.
  • Health Savings Account with company contributions.
  • Dental insurance.
  • Vision insurance.
  • 401(k).
  • Pet insurance.
  • Identity theft protection.
  • Legal assistance.
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