Referral Clerk - Waco Clinic

Overview

The Clinic Referral Clerk is responsible for coordinating patient referrals to specialists, diagnostic services, and other healthcare providers. This role serves as a liaison between patients, providers, insurance companies, and referral offices to ensure timely scheduling and continuity of care. The ideal candidate is organized, compassionate, and able to manage multiple priorities in a fast-paced healthcare environment.

• Process incoming and outgoing patient referrals accurately and efficiently.
• Coordinate appointments with specialists, diagnostic facilities, and ancillary services.
• Obtain and verify insurance authorizations and pre-certifications as required.
• Communicate referral information, appointment details, and instructions to patients.
• Maintain accurate referral records within the electronic medical record (EMR) system.
• Track referral status and follow up to ensure completion of referrals and receipt of consultation reports.
• Collaborate with providers, nursing staff, and outside healthcare organizations to facilitate patient care.
• Verify patient demographics, insurance information, and provider documentation.
• Assist with medical records requests related to referrals when necessary.
• Answer incoming calls and respond to inquiries regarding referral status and scheduling.
• Ensure compliance with HIPAA and patient confidentiality standards.
• Perform other clerical and administrative duties as assigned.

• High school diploma or equivalent preferred.
• Medical office, healthcare administration, or related training preferred.
• Previous experience in a medical office, clinic, referral coordination, scheduling, or healthcare administration preferred.
• Experience with insurance verification and prior authorizations preferred.
• Experience using electronic medical records (EMR) systems preferred.