Referral Clerk
Plan Systems
Referral Management Center Specialist
QuarterLine (QL), a Planned Systems International (PSI) company, is seeking a dedicated and compassionate Referral Management Center Specialist to support our healthcare team at a Military Treatment Facility (MTF). The ideal candidate will provide professional customer service while assisting patients and staff with referral and appointment coordination.
Essential Functions and Job Responsibilities
The key responsibilities include:
- Answering incoming calls and assisting patients and staff with referral-related questions.
- Reviewing and processing referrals for completeness and eligibility.
- Scheduling and rescheduling specialty appointments according to MTF guidelines.
- Processing routine, urgent, and emergent referrals within established timeframes.
- Coordinating referrals with outside providers or insurance when services are not available at the MTF.
- Maintaining accurate referral documentation in MHS GENESIS and other required systems.
- Educating patients on referral procedures, appointments, and expected timelines.
- Providing professional and courteous customer service while maintaining patient confidentiality.
Minimum Requirements
The minimum requirements for this position are:
- US Citizen.
- High school diploma or equivalent.
- Working knowledge of medical terminology.
- One (1) year of administrative experience in a medical office, clinic, or healthcare setting. Referral management, medical scheduling, patient administration, or insurance verification preferred.
- Demonstrated computer proficiency and keyboarding sufficient to sustain electronic health record workflow.
- Ability to read, write, speak, and understand English fluently.
- Ability to obtain and maintain a favorable background investigation, a Common Access Card, and MTF-specific badge and system access.
- Current Basic Life Support certification (AHA or Red Cross) where required by the supported MTF, plus HIPAA, Privacy Act, information assurance, and MTF-directed initial and annual training.
Additional Information
Additional requirements include:
- Must pass TB Test.
- Subject to a background/security investigation.
- Willingness to comply with DHA vaccination requirements.
- Pre-employment drug screening.
- Contract workers shall maintain good personal hygiene and present a well-groomed and professional appearance IAW the policy at the place of performance.
Company Benefits
PSI offers full-time, benefits eligible employees a competitive total compensation package that includes paid leave, and options for employer sponsored group medical, dental, vision, short-term and long-term disability, life insurance, AD&D coverage, legal services, identity theft, and accident insurance. Flexible spending account and health saving account options offer pre-tax savings for qualified medical, dental, and vision expenses. The company sponsored 401(k) retirement plan has an employer contribution match that is immediately vested. We invest in the professional growth of our employees through professional courses, certifications, and tuition reimbursement programs.
EEO Commitment
It is company policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits, and termination, are made without regard to race, color, religion, age, sex, sexual orientation, pregnancy, gender identity, genetic information, national origin, citizenship status, veteran status, protected veteran status, disability, or any other characteristic protected by applicable federal, state, or local law.
To ensure fair and consistent consideration of all applicants, all candidates must submit a formal application through Planned Systems International's Applicant Tracking System (ATS), iCIMS. Resumes submitted via email, social media, referrals, recruiting events, or other means will not be considered an official application and must be accompanied by a completed online application in the ATS before a candidate can be considered for employment. Reasonable accommodations for applicants and employees with disabilities will be provided. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, or to receive an update regarding the status of your application, please contact Talent Acquisition by emailing View email address on click.appcast.io, or by dialing View phone number on click.appcast.io.
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