Specialty Referral Specialist

OrthoArizona•Chandler, AZ

17d

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 start to finish and ensuring documentation and authorizations are complete and current. The position works with patients, external specialty offices, internal clinicians, and clinical staff to coordinate appointments and clarify referral details. It also involves documenting referral activity in the electronic medical record, meeting productivity and referral-completion metrics, following standard operating procedures, and participating in ongoing training.

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

Contact patients promptly and professionally after referral review, routing calls appropriately when needed.
Coordinate with external specialty offices to schedule appointments promptly and share relevant referral information.
Collect and verify patient demographic and insurance information for scheduling.
Schedule appointments according to referral urgency and provider availability.
Confirm insurance coverage and obtain required authorizations or pre-referrals before visits.
Document referral and scheduling activities accurately in the EMR using proper medical terminology.
Maintain thorough patient-chart documentation to track referral progress and close the referral loop.
Collaborate with internal clinicians, external providers, and clinical staff to clarify referral details and support care transitions.
Meet individual and team productivity and referral-completion metrics.
Stay current on referral protocols and practice management systems.
Follow SOPs and participate in ongoing training and development.
Perform other assigned administrative or referral-related duties.