Referral Specialist

JOB TITLE: Referral Specialist

DEPARTMENT: Admin

REPORTS TO: Call Center Supervisor

STATUS: Non-Exempt

SUMMARY:

This role is key in connecting patients to specialty providers in order to provide comprehensive care. The Referral Specialist is responsible for guiding the patient through the referral process to ensure the patient attends the specialist appointment and the Primary Health Solutions (PHS) provider receives the consult note for their review.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

This job description reflects management's assignment of essential functions. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

• Track and log referral follow ups in i2i
• Contact patients to follow up on their referral status
• Connect patients to specialty providers taking into consideration geographic location, insurances accepted, appointment availability and patient preferences
• Close referral loops after successful receipt of specialty consult note or after multiple follow up attempts with the patient
• Collect and analyze specialist information including office hours, insurances accepted, appointment availability and timeliness of response

SUPERVISORY RESPONSIBILITIES:

None.

Requirements

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND/OR EXPERIENCE:

Minimum of a high school diploma or equivalent required. Graduation from an accredited Medical Assistants program preferred. 2-3 years of experience in a clinical setting.

LANGUAGE SKILLS:

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write clear and concise routine reports and correspondence.

REASONING ABILITY:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

COMPUTER SKILLS:

To perform this job successfully, an individual should have the ability to gain knowledge of current practice management system, electronic medical record, Microsoft Word, Internet, and Intranet. Must also be proficient in Microsoft Word, PowerPoint, and Excel.

CERTIFICATES, LICENSES, REGISTRATIONS:

Certified or Registered Medical Assistant or valid Ohio nursing license if applicable.

OTHER SKILLS, KNOWLEDGE AND ABILITIES:

Ability to speak Spanish desirable. Excellent communications skills, both written and verbal. Ability to work effectively and independently with all levels of clinical and administrative staff within the health centers and with community providers. Knowledge of examination, diagnostic and treatment room procedures. Knowledge of medical terminology.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to sit and stoop, kneel, crouch, or crawl. The employee must regularly lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is occasionally exposed to fumes or airborne particles; toxic or caustic chemicals and risk of radiation. The noise level in the work environment is usually moderate.

Notice of AI Use in Job Application Review

As part of our commitment in creating a fair, efficient, and consistent hiring process we may use artificial intelligence (AI) to help our recruiting teams organize, summarize, and analyze information provided by candidates, including resumes, application responses, and other materials submitted during the application process.AI may be used to identify patterns, highlight relevant skills, and experience, and assist in comparing a candidate's qualifications with the requirement of a specific role. These tools are to improve efficiency and consistency while supporting more informed hiring decisions, which will ultimately be made by the hiring team.