Referral Specialist

Job Title Referral Specialist Department Care Management Employment Type Full‑Time / Non‑Exempt Location University. Will float to other locations as needed. Potential for hybrid schedule. Reports To Care Management Supervisor Compensation $17.00–$23.00 /hour (depends upon experience) Summary The Referral Specialist is responsible for providing assistance to the care management team by working collaboratively to support patient care plans and needs. Functioning as a liaison between the patient, CCHC care management team and outside entities (e.g., hospitals, home care agencies, specialty offices), the Referral Specialist supports clinic departments and must process, manage and negotiate successful tracking and coordination of referrals. Technical clerical tasks, customer service, independent judgment, personal initiative, conflict resolution and multi‑tasking at a high skill level are required. The Referral Coordinator will work with care managers, healthcare providers and community‑based organizations to improve patient outcomes. CCHC Core Requirements Patient Centered Customer Service – support delivery of excellent patient experience to everyone served. Caring and Compassion – provide empathic comfort to those in distress and share kindness. Respectful Communication – communicate openly, honestly, no judgment while honoring uniqueness. Teamwork – work together as a diverse interdisciplinary team to meet goals. Accountability – accept individual and team responsibilities, meet commitments and take responsibility for own performance. Customer Safety – recognize and correct potential hazards to protect customers and staff. Key Responsibilities Engage with patients to identify and address barriers related to referral loop closure and communicate with the care management team. Implement and support Care Management interventions per patient’s care plan or assessed community needs as it relates to referrals. Process referrals from multidisciplinary team members and outside entities accurately and timely according to established workflows. Track and enter all referral requests. Verify insurance status/information for referral purposes. Ensure referral loop closure process is complete (process, document, track, and follow up) on all referrals until external notes are uploaded into the patient’s EHR. Make routine reminder and follow‑up calls to patients and outside entities. Provide education to patients/families within scope of practice. Serve as liaison among patients/families, community services, primary providers, specialists, and care team members to coordinate services. Participate in Quality Improvement initiatives to improve efficiency and effectiveness of patient health outcomes. Adhere to CCHC privacy and security policies. Abide by Health Center guidelines, policies and procedures, and HIPAA regulations. Attend departmental and corporate meetings, local and regional trainings, or other events as required. Perform other duties as assigned. Work under the direct supervision of the Care Management Supervisor. Minimum Qualifications Minimum of 3 years of office clerical and/or referral experience in an ambulatory, acute‑care setting, or public health. Evidence of essential leadership, education, counseling skills, and strong interpersonal skills; ability to work with colleagues across sites. Proficiency in communication technologies (email, cell phone, etc.). Highly organized with ability to keep accurate notes and records. Experience with health IT systems and reports is desirable. Local knowledge of community health care and social welfare resources is desirable. Bilingual preferred but not required. Ability to travel to other clinical sites when needed. Core values consistent with a patient and family‑centered approach to care. Demonstrates professional, appropriate, effective, and tactful communication skills (written, verbal, non‑verbal). Demonstrates a positive attitude and respectful, professional customer service. Acknowledges patient’s rights on confidentiality issues, maintains confidentiality, follows HIPAA guidelines. Proactively acts as patient advocate, resolving concerns with empathy and respect. Continually educates self on providing quality care and improving professional skills. Proficient with Microsoft Office programs for correspondence, documents, presentations, records and spreadsheets. Excellent verbal and written communication. Highly organized. Education High school diploma or GED. Completion of a certificate program in a healthcare area of focus. Current and active certification or licensure from an accredited school or program. Physical Demands and Work Environment Frequent lifting, bending, climbing, stooping, pulling; repetitive motions; continuous standing and walking; repetitive movement of hands and fingers (typing, writing); lifting >50 pounds. Noise level is low, typical office. Benefits Medical Insurance Dental Insurance Vision Insurance Short Term & Long Term Disability Life Insurance 401K Retirement Plan with discretionary match Paid Time Off (PTO) Holiday Pay Employee Assistance Program (EAP) Equal Opportunity Employer Charlotte Community Health Clinic, Inc. is an Equal Opportunity Employer. We do not discriminate in any aspect of employment with regard to age, race, sex, national origin, disability, color, marital status, veteran’s status, or religion. #J-18808-Ljbffr