Referral Specialist

Referral Specialist 2 - USFTGP Genesis

The Referral Specialist II is responsible for coordinating and processing referrals across all Florida Health Sciences departments to ensure timely patient scheduling, accurate transfer of clinical information, and seamless access to care. This role serves as a primary point of contact for patients and providers, delivering high-quality customer service while screening, tracking, and routing internal and external referrals. The specialist independently monitors productivity, assists with referral authorization workflows, and ensures quality through accurate documentation and communication. Additionally, the Referral Specialist II supports daily operational needs by performing Patient Access functionsincluding registration, pre-registration, scheduling, and benefit verificationto maintain smooth clinic operations across all specialties and divisions.

Essential Functions Independently manages complex and high-risk patient referrals, ensuring accuracy, completeness, and timely progression through the referral workflow across multiple service lines. Serves as a subject-matter expert for referral processing, scheduling protocols, and insurance authorization requirements, providing guidance to peers as needed. Coordinates proactively with referring providers, clinical teams, and patients to resolve complex issues related to missing documentation, scheduling barriers, or authorization delays. Schedules appointments requiring advanced clinical coordination, prioritization, or exception handling in alignment with clinical guidelines, provider availability, and patient access standards. Monitors referral work queues, system notifications, and messages to identify trends, backlogs, or access risks, taking initiative to escalate or resolve issues. Ensures accurate and timely documentation of referral and appointment activity in the EHR, supporting data integrity and downstream reporting needs. Acts as a resource for insurance verification and authorization processes, assisting with complex benefit structures, payer requirements, and referral compliance. Supports patient access benchmarks, timeliness goals, and patient experience standards by identifying opportunities for process improvement. Adheres to HIPAA, compliance, and organizational policies, modeling best practices for confidentiality, accuracy, and patient safety. Provides informal mentorship and on-the-job support to newer staff, reinforcing standard work and quality expectations.

Qualifications High School Diploma or GED 3+ years of customer service, front desk, and/or scheduling experience in healthcare Completion of 6-month probationary period in Referral Specialist role Technical Knowledge, Skills, and Abilities Working knowledge of referral management workflows, including intake, review, coordination, and end-to-end status tracking of patient referrals Working knowledge of scheduling protocols, provider availability, visit types, and clinical prerequisites to independently complete referrals. Working knowledge of medical terminology sufficient to assess referral completeness and accuracy. Working knowledge of HIPAA and patient privacy regulations related to patient access and continuity of care. Proficiency in EHR systems, referral management tools, scheduling platforms, and internal communication systems to support independent referral processing. Strong written and verbal communication skills to engage professionally with patients, providers, and internal/external stakeholders using AKTiVe principles. Strong organizational skills with the ability to manage higher referral volumes while maintaining accuracy and timeliness. Strong customer service skills to resolve routine patient and provider concerns. Ability to independently manage referral workflows and prioritize competing demands. Ability to identify referral issues and escalate appropriately based on established processes. Ability to validate insurance benefits, including coverage details, authorization, and referral requirements, and identify discrepancies. Consistent ability to maintain accurate, complete, and timely referral documentation.

Primary Location: Tampa

Work Locations: Family Care Center Healthpark 5802 N. 30th Street Tampa 33610 Eligible for Remote Work: On Site

Job: Patient Financial Services

Organization: Academic Medical Group Inc

Schedule: Full-time Scheduled Days: Monday, Tuesday, Wednesday, Thursday, Friday

Shift: Day Job

Job Type: On Site Shift Hours: 8am-5PM

Minimum Salary: 17.39