Transfer & Referral Specialist

Sutter Health•Sacramento, CA
•Onsite

About The Position

Reviews confidential clinical information and provides personalized referrals to individuals or physicians and clinics requiring specialty services from a contracted medical group, hospital, or third-party payor. Facilitates referrals to the appropriate Sutter facility, program, or affiliated and aligned specialists. This position is fully onsite.

Requirements

  • A bachelor's degree in business, healthcare administration, or a related field; equivalent education or experience is accepted in lieu of the degree.
  • Working knowledge of managed care requirements and processes.
  • Knowledge of system, affiliate, and community resources and third-party payers, including PPOs, HMOs, Medicare, and insurance plans.
  • Knowledge of insurance authorization processes and HIPAA requirements.
  • Familiarity with medical and managed care terminology.
  • Understanding of disease processes to assess referral requests and determine the appropriate level or provider of care.
  • Ability to define issues, collect data, establish facts, and draw valid conclusions.
  • Customer-service focus in decisions and actions.
  • Effective verbal and written communication skills, including the ability to present information to varied audiences.
  • Organizational skills to manage and reprioritize activities and projects to meet deadlines.
  • Ability to maintain effective working relationships with people contacted in performing required duties.
  • Respect for cultural and linguistic differences and support for an inclusive work environment.
  • Ability to work effectively in a dynamic, fast-paced environment with changing business priorities.
  • Ability to use essential applications and databases associated with the role.
  • Ability to communicate and work effectively with others.

Nice To Haves

  • Two years of progressively responsible experience in healthcare or medical insurance, Health Information Management, Admitting/Patient Access, Patient Financial Services, and/or Case Management.
  • Two years of experience in an acute and/or non-acute healthcare setting.
  • Two years of experience working with computerized systems and/or electronic medical records.

Responsibilities

  • Review confidential clinical information.
  • Provide personalized referrals to individuals or physicians and clinics requiring specialty services.
  • Facilitate referrals to appropriate Sutter facilities, programs, or affiliated and aligned specialists.
  • Manage and reprioritize activities and projects to meet deadlines while maintaining responsiveness.
  • Work discreetly with confidential and sensitive information.
  • Provide feedback or input to improve workflows and processes.

Benefits

  • Comprehensive benefits package for eligible positions.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service