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Medical Referral Clerk

Job in New York City, Richmond County, New York, USA
Listing for: Betances Health Center
Full Time position
Listed on 2026-02-10
Job specializations:
  • Healthcare
    Healthcare Administration, Medical Office
Job Description & How to Apply Below
Description

PRINCIPAL DUTIES AND RESPONSIBILITIES:
  • Coordinate and schedule all diagnostic testing and specialty consultations, both internal and external.
  • Daily reports of referrals and diagnostic procedures are generated from the previous day to ensure prompt follow-up and resolution of pending items
  • Ensure appropriate pre-authorization and referral procedures are followed according to payer guidelines.
  • Serve as a liaison between patients, providers, and external specialists to ensure clear communication and timely appointments.
  • Obtain medical records and consultation reports from external facilities where Betances has system access; attach and assign reports in the EHR as appropriate.
  • Accurately document and maintain all referral information within the Electronic Health Record (EHR) and Practice Management system.
  • Monitor and track the status of all referrals to ensure follow-through, receipt of consultation reports, and closure in the EHR.
  • Communicate referral and appointment details to patients, providing instructions and answering questions regarding next steps.
  • Follow up with providers or departments to obtain necessary documentation for pre-authorizations and referrals.
  • Support internal departments with referral-related questions and ensure coordination of care between service lines.
  • Generate and maintain referral tracking reports to support quality assurance and compliance initiatives.
  • Participate in special projects, process improvement activities, and staff training as assigned.
  • Perform other duties as directed by the supervisor or Executive Management Team.
Requirements

KNOWLEDGE, EDUCATION,

SKILLS AND ABILITIES

REQUIRED:
  • High School Diploma or GED equivalent required;
  • One (1) year + experience in a clinical or healthcare setting;
  • Excellent customer service and telephone skills;
  • Bilingual English/Spanish preferred;
  • Excellent verbal and written communication skills, well developed organizational skills; reliable, and with great attention to detail.
  • Knowledge of medical terminology required;
  • Familiarity with components of medical records;
  • Basic knowledge of health insurance procedures and regulations especially Medicaid, Medicare and managed care contracts required;
  • Computer skills:
    Microsoft word, Office and Excel, Computerized Scheduling, mail merge;
  • Able to handle multiple tasks and deadlines simultaneously;
  • Knowledge of medical terminology, ICD-9 and CPT coding required;
  • Ability to partner and work collaboratively with internal departments to meet organizational goals;
  • Demonstrated proficiency in Microsoft Office programs;
    Electronic Health Record (ECW) preferred.
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