Referral Specialist

Job Description

Title:Referral Specialist

Department: Field Clinical Operations

Reports to: Office Manager

FLSA status: Exempt Non-exempt

Last revision date: 02/08/2021

Supervises others: Yes No

Employee Signature: ____________________________________________ Date: _________________

Supervisor Signature: ____________________________________________ Date: _________________

Summary: Under general supervision, is responsible for representing CPC as an exemplary clinic in the CSRA. The position is responsible for coordinating any additional care the patient may need inside and outside of our facility. The position is responsible for obtaining prior authorization needed for testing or services.

Education: High school graduate or equivalent required.

Experience: Knowledge of medical terminology and basic to intermediate computer knowledge. One (1) year of medical office experience preferred; previous customer service experience preferred.

Essential Job Functions:

• Obtains referrals through internet, phone, or fax
• Faxes referrals or orders to specialists and/or hospitals
• Call clinical information to insurance companies for preauthorization of outpatient procedures
• Schedules appointments according to office procedure and to patient's need, notifies patients with appointment times.
• Attends insurance meetings and updates physicians and staff with changes.
• Maintains patient confidentiality at all times; adheres to all HIPAA guidelines
• Communicates effectively by telephone and to the patient at his/her level of understanding
• Promotes positive public relations to patients, visitors, families, physicians, and others.
• Physical appearance and conduct are consistent with acceptable professional ethics and CPC standards.
• Performs other duties and responsibilities as assigned by her supervisor.

Performance Requirements:

• Ability to work independently, exercise creativity, be attentive to detail, and maintain a positive attitude
• Ability to manage multiple and simultaneous responsibilities and to prioritize duties/tasks
• Ability to initiate communication with patients
• Must have excellent customer service and communication skills with the ability to effectively calm patients and be able to deal with distressed and/or agitated patients and their families
• Must have a professional demeanor and excellent public relations skills
• Willingness to develop or improve public speaking skills

Equipment Operated: Will use basic office equipment such as a computer, printer, copier, and fax machine.

Work Environment: Well lit medical office environment

Mental/Physical Requirements:

Must be able to lift at least 10 lbs.

Sitting 85% of the time

Standing/walking 15% of the time

DISCLAIMER

The above information is intended to describe the general nature and level of work being performed by people assigned to this job. It is not intended to be an exhaustive list of responsibilities, duties and skills required of personnel so classified. Examples listed do not preclude the performance of other duties similar in nature or in level of complexity.