Referral Specialist

Reports to:

Referrals Specialist Supervisor

The Referral Specialist is responsible for performing all aspects of the patient referral process including coordinating and completing referrals ordered by CFHC providers, acquiring and verifying third party information for referrals, obtaining referral appointments, and tracking referrals.

• Certified and Registered Medical Assistants preferred
• High School graduate or GED required
• Experience preferred Computer literacy

• Knowledge of basic medical terminology
• Knowledge of various insurance programs (example, Medicaid)
• Effective verbal and written communication skills
• Organized and able to manage competing priorities
• Resourcefulness in problem solving
• Able to take and follow through with delegated tasks
• Team oriented

may include, but are not limited to, the following:

• Be familiar with CFHC’s program philosophies, goals and objectives. Be cognizant of and comply with all CFHC’s policies and procedures, as well as state and federal regulations.
• Be competent in performing the duties of a referral specialist.
• Report as needed to COO any pertinent information or situations that impact on patient care or CFHC liability.
• Attend and participate in mandatory CFHC meetings (Center Specific meetings, corporate meetings, and other meetings as designated by the COO or CEO).
• Demonstrate ability to work cooperatively with other members of the clinical team. Be supportive of coworkers.
• Maintain a neat and professional appearance at all times.
• Carry out any other activities deemed appropriate by the COO or CEO.

include, but are not limited to, the following:

• Coordinate all aspects of completing referrals ordered by CFHC providers
• Complete referrals in a timely manner; STAT referrals must be completed by end of business day, URGENT referrals within 24 hours, and ROUTINE referrals within 72 hours
• Obtain appropriate authorizations from insurance companies sending necessary documentation from the patient’s medical record as required
• Schedule referral appointments for patient (when applicable) ensuring proper paperwork is faxed to the specialist or given to the patient to take to the appointment (example, labs, x-ray reports, progress notes)
• Notify patient of scheduled referral appointment
• Document appropriately and thoroughly
• Track all referrals accordingly to improve the quality and continuity of care provided to patients. This includes, but is not limited to, initiating reminder calls to patients prior to their scheduled appointment and obtaining the referral report from the specialist.
• Notify the ordering provider and/or Health Services Manager of any problems in obtaining a patient’s referral, including issues with obtaining authorizations from third party payors or making appointments with a specialist, patient refusal of a referral, or patient no show to scheduled referral appointment
• Maintain specialty provider list including payor sources they accept
• Review referral log weekly to ensure completion of all referrals
• Other duties as assigned by Health Services Manager

The job description is not intended to be all-inclusive, and employee will also perform other reasonable related business duties as assigned by supervisor.

• Federal Student Loan Forgiveness:
• PSLF – 10-year commitment, 120 loan payments and at the end of the commitment, the remaining loan is forgiven
• Excellent medical, dental, vision, and pharmacy benefits
• Employer Paid Long-Term Disability Insurance
• Employer Paid Life Insurance equivalent to 1x your annual salary
• Voluntary Short-Term Disability, additional Life and Dependent Life Insurance are available
• Malpractice Insurance
• Paid Time Off (PTO) –…