Referrals Specialist

Duties And Responsibilities

• Completes referrals in an accurate and timely manner.
• Demonstrates superior customer services skills, including but not limited to:
  • Interacts with all internal and external customers in a caring and respectful manner.
  • Answers telephone, responds to messages/inquiries and routes calls in a timely and polite manner.
  • Communicates with patients and their families in a courteous, professional, cooperative and mature manner both in-person and over the telephone.
• Prioritizes Providers' orders for diagnostic testing and referrals.
• Obtains insurance authorizations for referrals, including radiological or other outside testing.
• Schedules referral appointments and verifies that the patient has received all recommended aspects of care, as directed by the Provider, prior to the appointment.
• Utilizes established documentation system for tracking referrals related to specialty services, and notifies the referring Provider if patients do not adhere to the recommended plan of care and/or follow-through with referral appointments.
• Educates patients regarding the requirements of their selected health care plan, and acts as a liaison between the referring provider, patient, provider specialists, and health plans, and works to establish rapport with all patients via an effective, hands‑on communication style.
• Remains up-to-date on referral authorization processes.
• Attends and participates in departmental meetings, or other meetings as appropriate.
• Assists in providing PI reports for improving patient care.
• Performs other duties as assigned.

High School Diploma or equivalent required. Associates Degree in Business Administration, plus a minimum of one (1) year experience in a medical office setting required; an equivalent combination of education and/or experience will be considered. Bilingual English/Spanish ability preferred.

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