Referral Specialist
Listed on 2026-02-01
-
Healthcare
Healthcare Administration, Medical Office -
Administrative/Clerical
Healthcare Administration
Description
The Referral Specialist serves as a gatekeeper for initial point of entry for clients receiving outpatient services. Gathers, assembles, and maintains client and insurance billing information necessary to ensure accurate billing. Acts as a customer liaison with Billing Department, Intake Department, and Therapists. A Referral Specialist has responsibility for obtaining basic information from people requesting clinical appointments. Determines whether the individual needs an emergency appointment or can be scheduled with an outpatient clinician.
A Referral Specialist works closely with the client, Billing Department, Insurance companies, and therapists to collect any available funds due for services rendered to the client. A Referral Specialist performs duties under the supervision of the Director to support administrative operations and delivery of clinical service.
- High school diploma or equivalent.
- Three to five years prior billing, bookkeeping or collections experience.
- Ability to organize office systems and procedures in an efficient and cost-effective manner in accordance with agency program policies.
- Ability to exercise good judgment in individual situations to determine action to be taken within the limits of agency and program policies, procedures, standard practice.
- Ability to write legibly and coherently, type and proofread accurately.
- Good knowledge and use of English grammar as well as standard typing formats.
- Ability to prioritize job responsibilities, to make sound independent judgments in routine situations and to know when to refer matters appropriately to the clinical staff or Director.
- Desire to learn and the ability to accept supervision professionally
- Ability to operate telephone system, computer, photocopier, calculator, and fax machine
Full job description will be provided if selected for an in-person interview.
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