JOB DESCRIPTION

Summary: The Referral Clerk is responsible for referring and scheduling patients for appropriate physicians, specialists or procedure appointments depending on their requirements.

Major Duties and Responsibilities

Maintain ongoing tracking and appropriate documentation on referrals manually or through the electronic health record database and/or scanning module.
Provide patient demographic and current insurance information.
Assemble information concerning patient’s clinical background and referral needs. Per referral guidelines, provide appropriate clinical information.
Contact review organizations and insurance companies to ensure prior approval requirements are met. Provide medical information as necessary.
Review details and expectations about the referral with patients.
Assist patients in problem solving potential issues related to the health care system, financial or social barriers (e.g., request interpreters as appropriate, transportation services or prescription assistance.)
Be the system navigator and point of contact for direct access patients and families to ask questions and raise concerns.
As needed, assume an advocate role on the patient’s behalf with the carrier to ensure approval of the necessary supplies/services for the patient in a timely fashion.
Identify and utilize cultural and community resources.
Maintain patient privacy and information confidentiality.
Ensure that referrals are addressed in a timely manner.
Notify patients of scheduled appointments via mail, phone, or secure messaging.
Communicate with providers regarding any barriers to patient care.
Perform general office tasks such as answering phones, sending faxes, and sending/receiving emails to complete tasks.
Establish cooperative partnerships, effective working relationships and positive interactions with patients, vendors, and fellow employees.
Ability to multitask, work well under pressure, manage time, prioritize, and self-motivate.
Perform other tasks assigned by supervisor, Office Manager, Chief Operating Officer, or Chief Executive Officer.

Qualifications

High school diploma or GED required.
One (1) year of experience in a medical office or healthcare setting preferred.
Basic knowledge of medical terminology and healthcare office procedures.
Experience using electronic health records (EHR) and standard office software preferred.
Strong communication, customer service, and organizational skills.
Ability to multitask, prioritize work, and meet deadlines in a fast-paced environment.
Ability to maintain patient confidentiality and comply with HIPAA regulations.
Ability to work independently and collaboratively as part of a team.

TRAVEL REQUIREMENTS: Minimal

SALARY RANGE: Based on levels of experience and educational training.

WORK HOURS: Hours of operation for primary care health services (typically, 40 hours/week)

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