Referral Assistant

General Summary: The Referrals Assistant assures quality customer service through all forms of contact with patients and providers. Provides general support to the referral department.


Supervisory Responsibilities: This position has no supervisory responsibilities.

General Requirements: All duties performed will be done accurately and in a timely manner.


1. Assumes responsibility for maintaining clinical competencies according to Gonzaba Medical Group policy.
2. Ensures customer service is always maintained at the highest level.
3. Exercise tact and courtesy when dealing with patients, visitors, providers, and co-workers.
4. Must always adhere to customer service expectations including in-person and virtual (via telephone, or telehealth applications) communication.
5. Participates in educational programs as needed.
6. Bilingual English/ Spanish fluency preferred.
7. Other duties as assigned.
8. Maintains strictest member and company confidentiality.


Essential Job Responsibilities:
1. Processes incoming and outgoing faxes for the referral department to include sorting, distributing, and recording.
2. Files accumulated paperwork as needed.
3. Prints patient authorization/denial letters and mails out daily.
4. Requests, runs, and distributes reports for the referral department daily.
5. Assists with computer data entry.

Work Environment : Depending upon the area assigned, may be 100% clinical setting, office setting in a clinical environment. Exposure to communicable diseases, bodily fluids, toxic substances, ionizing radiation, medicinal preparations, and other conditions common to a clinic environment.


Mental / Physical Requirements: Requires manual dexterity, sitting, standing, stooping, reaching, kneeling, crouching, bending, walking, lifting up to 10 lbs. Close vision and ability to adjust focus. Must be able to work efficiently under pressure.


Additional Information: Gonzaba Medical Group is seeking team members who contribute as A-Players, demonstrate a strong work ethic, are committed to the culture and our core values.


Other Duties As Assigned: The above job description is not intended to be an all-inclusive list of duties and standards of the position. Team members will follow any other instructions, and perform any other related duties, as assigned by their supervisor. Responsibilities, knowledge, skills, abilities, and work environments may change as needs evolve.

Education and Training: Minimum high school education or equivalent.


Experience: Previous experience in managed care referrals preferred. Knowledge of ICD-10 and CPT-4 coding, and medical terminology preferred.


Other Requirements: Computer Skills: Skilled in use of computer/EMR systems. Knowledge of Word processing software, spreadsheet software, Internet, and database software.