Referral Specialist II - Patient Access

Referral Specialist II - Patient Access Referral Specialist II - Patient Access Location: 3033 W PRESIDENT GEORGE BUSH HWY, STE 100 Plano, TX 75075 Hybrid: This role requires associates to be in-office 3 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. Onsite Days: Tuesday, Wednesday, Thursday The Referral Specialist II - Patient Access is responsible for providing support to a clinical team in order to facilitate the administrative components of clinical referrals. How you will make an impact: Acts as a first level SME, ability beyond intake calls that include working on production oriented work, may include physician assisting and/or special projects. Acts as liaison between hospital, health plans, physicians, patients, vendors and other referral sources. Reviews complex referrals for completeness and follows up for additional information if necessary. Assigns referrals to staff as appropriate. Verifies insurance coverage and obtains authorizations if needed from insurance plans. Contacts physician offices as needed to obtain demographic information or related data. Enters referrals, documents communications and actions in system. Associates in this role are expected to have the ability to multi-task, including handling calls, texts, facsimiles, and electronic queues, while simultaneously taking notes and speaking to customers. Additional expectations to include but not limited to: Proficient in maintaining focus during extended periods of sitting and handling multiple tasks in a fast-paced, high-pressure environment; strong verbal and written communication skills, both with virtual and in-person interactions; attentive to details, critical thinker, and a problem-solver; demonstrates empathy and persistence to resolve caller issues completely; comfort and proficiency with digital tools and platforms to enhance productivity and minimize manual efforts. Associates in this role will have a structured work schedule with occasional overtime or flexibility based on business needs, including the ability to work from the office as necessary. Performs other duties as assigned Minimum Qualifications: Requires HS diploma or GED and a minimum of 1 year of experience in a high-volume, interactive customer service or call center in a healthcare environment; or any combination of education and experience which would provide an equivalent background. Preferred Skills, Capabilities, and Experiences: Knowledge of medical terminology, plan specific guidelines; ICD-9 and CPT coding preferred. Job Level: Non-Management Non-Exempt