Referral Specialist

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Collects comprehensive detailed patient medical information, determining the need for nursing intervention and expediting care for those deemed urgent, interpreting and applying policies and procedures, providing financial education to customers regarding benefits to assist in their understanding of personal financial liability, and obtaining insurance verification and pre-certification. Coordinates single case agreements and third party payer contracts, schedules appointments, tests and intervenes across multiple departments, clinics, and private medical offices.

Coordinates medical information, records and films for upcoming appointments. Communicates patient status with internal and external providers. Answers patient phone calls and addresses concerns and needs.

• Education, Certification, and/or Licensure:
  High School or Equivalent
• Experience:
  
  Two years of clinical or customer service experience

• Three years of experience with direct customer service

• Captures complete and accurate patient information for medical triage of all spine referrals demonstrating understanding and skill in use of the Cordata software and of practice and physician protocols
• Effectively identifies and processes urgent patients
• Identifies patients requiring pre-certification or pre-authorization at the time outpatient services are requested
• Obtains external medical records and transfers them to HIM and Cordata for medical review
• Obtains demographic/billing/insurance information from patient/family/legal guardian and enters into the registration/billing systems for service and claim processing
• Contacts pre-certification/insurance company to determine eligibility and benefits for requested services, as applicable
• Advises the patient, referring physician, insurance company or provider of insurance coverage issues and customer financial responsibility
• Obtains Workers Compensation authorization through the physician of record. Assists in completion of appropriate paperwork and documents authorization/certification numbers in the registration/billing systems and Cordata
• Refers WVU Cares /self-pay patients to the financial counselor to determine eligibility, and to resolve questions regarding payment for treatment
• Utilizing Epic, schedules clinic appointments with appropriate department as recommended
• Communicates appointment date/time, directions and pre-procedure instructions with patient
• Flags patient accounts for special notifications and informs clinic of necessary assistive devices for appointment
• Explains insurance and payment requirements to patient
• Receives, responds and attempts to resolve patient and referring physician/office needs and complaints appropriately and in a timely manner
• Accurately moves patients through all stages of medical triage in Cordata system to ensure appropriate and timely care
• Communicates patient needs and flow through the medical triage process via letter or Epic messages
• Accurately records referring physician/office information in Cordata and submits updates/corrections to the Referring Physician Database via Ruby-on-Line as appropriate
• Identifies duplicate Epic files and addresses issue with HIM
• Participates in performance improvement (i.e. follows established work systems, identifies deviations or deficiencies in standards/systems/processes and communicates problems to manager or director)
• Participates in educational programs to meet mandatory requirements and identified needs with regard to job and personal growth
• Attends departmental meetings and/or documents review of meeting minutes

• Frequent walking, sitting, stooping, reaching, pushing, pulling, lifting, grasping and feeling are necessary body movements utilized in performing duties throughout the work shift
• Must be able to sit for extended periods of time
• Must have reading and comprehension…