Secretary - Referral Coordinator

The Secretary I provides essential clerical support to ensure smooth and efficient department operations. This role may include a variety of tasks outlined in this position description and provides support either directly to the department or to the primary secretary assigned to a physician.

• Answer calls promptly using approved scripting
• Assist patients and route clinical questions per policy
• Communicate urgent requests to clinical staff via approved methods
• Return calls within one business day: urgent calls immediately
• Deliver accurate messages and process referring physician requests
• Handle incoming and outgoing faxes daily

• Verify or enter demographic and insurance details
• Register patients via portal tasks
• Process referrals per clinic policy and insurance requirements
• Confirm insurance coverage and schedule appointments
• Provide directions and preparation details to patients
• Document no-shows and cancellations in patient charts

• Verify insurance information and eligibility
• Complete benefit forms accurately
• Contact insurance carriers online or by phone
• Forward benefit forms to financial counselors and assist patients as needed

• Schedule and order tests/procedures
• Obtain pre-certs and referrals
• Enter charges into the system

Accountable to Department Manager

• Two years of experience in a medical setting
• Associate degree in Medical Office Administration or related field
• Knowledge of ICD-10 and CPT-4 coding
• Proficiency with Microsoft Office Suite
• Ability to communicate effectively and interact sensitively with patients

• Strong interpersonal skills
• Highly organized and detail-oriented
• Maintains confidentiality at all times
• Demonstrates a service-oriented approach
• Works accurately and methodically