Referral Specialist

Job Summary

The Referral Specialist is an integral part of the clinic team. Responsibilities include coordinating referral processes for the assigned area of service(s) or provider(s) by preparing referrals and obtaining authorizations and pre-certifications. The Referral Specialist also verifies patient’s benefits and eligibility and may assist patient in obtaining proper paperwork for claims.

Knowledge, Skills and Abilities

Required

• Knowledge of protocols in general and an ability to quickly gain specific knowledge of the Clinic’s current operational protocols
• Knowledge of medical terminology and appropriate abbreviations
• Ability to read and comprehend short correspondence, and memos
• Ability to document, with clarity, all information relevant to a patient’s needs
• Ability to effectively present information in small group situations to patients, Clinic staff, and the general public.
• Ability to work cooperatively with community agency personnel to coordinate services for patients
• Ability to use office equipment including but not limited to computers, fax machines, telephones and copiers
• Ability to prioritize and allocate resources

Preferred

• Spanish speaking and writing skills

Education and Experience

Required

• High School Diploma

Preferred

• One (1) year of practice experience in a clinic office setting.

• Licensed Vocational Nurse (LVN) or Certified Medical Assistant