Job description
The Referral Specialist serves all of the clinical staff and must navigate and negotiate successful tracking and coordination of referrals; it requires highly technical clerical tasks, specific to an area of work. The work includes responsibility for the preparation of specialized departmental documents; significant interpersonal staff and public contact, appropriate and professional conduct, independent judgment, discretion and personal initiative; and use of Electronic Health Record (EHR) systems.
Responsibilities
Primary Job Functions:
Referrals:
- Track and enter all referral requests in EHR System on a daily basis
- Prioritize Urgent referrals and follow entire process through to confirmed scheduled appointment
- Communicate and coordinate Health Center referral requests with outside specialists
- Request authorizations from patient’s insurance companies required by specialists
- Request authorization extensions or adjustments as requested by specialists
- Re-refer/re-schedule patients if they do not make their original referred appointment
- Provide contact information to patients asking for specific details about their appointments
- Answer, respond and document phone calls, request and questions from patients in a timely manner
- Routinely make notification phone calls to patients throughout the referral process
- Document every step of the patients’ referral process in EHR system
- Closes the final loop in referral tracking and document patient completion in HER
- Communicate information via computer, phone, fax, and in writing to appropriate resources
- Respond to In-house provider questions, requests and concerns regarding the status of patient referrals, care coordination or follow-up status
Other Duties:
- Knowledgeable of sliding fee scale for qualifying patients and have the ability to counsel and educate patients
- Assist with coverage of front desk as needed to handle patient needs
- Assist with coding and review of records for billing purposes
- Able to offer translation services to patients in need
- Complies with Health Center’s policies and procedures
- Demonstrates professionalism, patience, and a high level of interpersonal and communication skills with patients, staff, visitors, and outside organizations
- Seeks supervision and consultation as needed.
- Accepts and employs suggestions for improvement.
- Actively works to enhance skills.
- Documents in a timely fashion per policy.
- Documents in a clear, legible, and concise manner.
- Courteous and respectful towards consumers, visitors and co-workers
- Treats consumers with care, dignity and compassion.
- Respects consumers’ privacy and confidentiality.
- Is pleasant and cooperative with others, including consumers and families.
- Assists consumers and visitors as needed.
- Personal values don’t inhibit ability to relate and care for others.
- Is sensitive to the consumers’ needs, expectations and individual differences.
- Administrative and Other Related Duties as assigned:
- Actively participates in AltaPointe committees as required.
- Accurately completes assigned tasks in a timely manner.
- Accesses appropriate community resources according to consumers’ needs.
- Follows AltaPointe policies and procedures.
- Maintains current license and requirements for renewals and certifications, if applicable.
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Qualifications
High School graduate or the equivalent. Preferred experience in medical practices to include outpatient best practices, FQHC, coding and billing. Proficient with computer applications including Microsoft Office Suite, Excel, EMR and medical billing software, Knowledge of HIPAA.
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