Referral Specialist

The referral specialist is responsible for carrying out the entire referral process within the health center(s). The referral process includes initiating the referral by contacting the insurance carrier, contacting the specialist, contacting the patient, and follow up to see that the referral has been kept. The referral specialist plays a key role in helping patients get access to care.

• Complete all necessary paperwork and other information essential to meet the patient’s insurance agency’s requirements.
• Maintain up-to-date records documenting date, time, and place of appointment or test within the patient’s medical record.
• Orders & referrals kept up to date utilizing the tracking system in the electronic health record (EHR)
• Communicate information to patients regarding date, time, location, and special instructions regarding their referrals.
• Assist in care coordination which may include obtaining test and referral results and communication with various entities including but not limited to community organizations, health plans, facilities and specialists.
• Proactively address needs of the patients and families through the concept of population management.
• Effectively communicates with all patients with specific attention to the vulnerable patient population.
• Provide self management support in the form of patient coaching and motivational interviewing when appropriate.
• Acknowledges the importance of a team approach when providing patient care.
• Communicates and coordinates effectively when providing patient care.
• Actively participates in the medical home care team which is comprised of clinical and non-clinical working together towards a common goal: delivering quality care to our patients.
• Maintain compliance with the organization’s confidentiality policy in accordance to the Health Insurance Portability and Accountability Act (HIPAA).
• Other duties as assigned.

• Position requires manual dexterity for operating standard office equipment.
• Position requires the ability to maintain concentration and attention to detail for long periods of time in order to maintain accurate records pertaining to patient and/or account information.

• High school diploma or equivalent
• Excellent communication skills
• Multitasking abilities
• Detail oriented
• Proficient knowledge of medical terminology

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