Referral Specialist

Overview

As a Referral Specialist, you’ll primarily handle referrals and other faxed documents on behalf of our clinical teams. On higher call volume days, the Referral Specialist will assist with scheduling calls for patients both inbound and outbound. Create memorable experiences for all of our patients, providers, and team members. A “patient first approach” is key to success and our Referral Specialists play a key role in effectively and compassionately guiding patients, handling referrals and scheduling appointments.

Responsibilities

• Primarily responsible for processing referrals and other faxed document.
• Display the ability to service patient needs while actively accepting inbound calls with a focus on customer service
  • Will also be responsible for making outbound calls to patients to get them scheduled
• Use professional communication etiquette, while servicing patient needs based on appointment availability and nearest location
• Minimum goal achievement based on monthly review of various metrics and expected requirements
• Works with internal partners and clinics on a timely basis to help support and coordinate the needs of our patients
• Focused and open to learning new skills to take on various roles based on business need
• Performs any and all duties as reasonably

Qualifications

• High School diploma or equivalent
• Ability to navigate custom computer software and internal systems - NextGen experience a plus!
• Experience in Medical Office including Insurance Knowledge highly desirable
• Detail oriented, reliable and able to multi-task in a fast-paced, high-volume work environment
• Excellent verbal and written communication skills; with the ability to show empathy and active listening skills
• Ability to maintain a high level of confidentiality (HIPAA guidelines and regulations) and professionalism
• Previous call center experience preferred
• Previous experience processing referrals preferred 
• Bilingual in Spanish highly preferred but not required