Central Referral Representative

United Health Centers of the San Joaquin Valley; Fresno (CA); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

Paid time off

Paid holidays

401k plan with matching contribution

Educational Assistance

Employee discounts

Job summary

United Health Centers of the San Joaquin Valley in Fresno is seeking a Central Referrals Representative to coordinate outpatient referrals and testing. You will answer calls, manage referral packets, and maintain accurate patient data in I2I.

This role emphasizes customer service and teamwork within a fast-paced health center setting. The position supports bilingual communication and requires attention to detail, with a focus on efficient scheduling and data integrity for patient care.

Qualifications

• High School diploma or GED equivalant required.
• Associate’s Degree preferred.
• 2 years of experience in a health center setting, preferred.
• Knowledge in scheduling.
• Knowledge of referral processing.

Responsibilities

• Coordinates referrals to specialty providers.
• Coordinates orders for outpatient testing.
• Schedules appointments, advises patient, prepares referral packets and mails to patients’ home.
• Completes and faxes order forms.
• Coordinates follow-up with patients and providers.
• Maintains up-to-date documentation in I2I.

Skills

Bilingual English/Spanish

Customer-service

Team player

Problem solving

Data entry

Multitasking

Communication

Attention to detail

Education

High School diploma or GED

Associate’s Degree preferred

Tools

I2I tracks

Job description

Overview

We are recruiting for Central Referrals Representatives to join our team at our Corporate location in Fresno.

Experienced referral professionials or new Medical or Medical Assistants are welcomed!

The Central Referral Representative is responsible for coordinating outpatient testing and specialist referrals, which are generated by clinic Providers in the United Health Center system. Answer incoming telephone calls from patients and physician offices, and calling to inquire about existing referral appointments. The Central Referral Representative works with patients, insurance carriers, and physician offices in a professional and courteous manner. The Referral Representative is responsible for maintaining a well-organized work station and documenting benefits, appointments and orders in I2I tracks, an electronic data base.

Responsibilities

• Coordinates referrals to specialty providers.
• Coordinates orders for outpatient testing.
• Schedules appointment, advises patient, prepares referral packets and mails it to patients’ home.
• Completes and faxes order form.
• Coordinates follow-up.
• Maintains up-to-date documentation in I2I.
• Addresses questions from patients via telephone and in person related to specialty appointments and procedures.
• Answer incoming calls on a multi-line phone system.
• Copying/scanning.
• Promptly and courteously answers and screens phone calls for the department; routes call as appropriate within established customer service guidelines; accurately records messages and delivers to the appropriate party in a timely manner; checks voicemail frequently.
• Provides outstanding customer service to internal and external customers.
• Reports any potential customer concerns or complaints immediately to management.
• Utilizes protocol for patient look up to ensure accurate identification of patient to ensure data integrity and patient safety.
• Daily, print, plan and review of I2I report.
• Reporting any potential time constraints or bottle necks that could prevent you from completing referral to designated provider and / or care team.

Qualifications

EDUCATION AND LICENSE/CERTIFICATION:

• High School diploma or GED equivalant required.
• Associate’s Degree preferred.

PRIOR EXPERIENCE:

• 2 years of experience in a health center setting, preferred.
• Knowledge in scheduling
• Knowledge of referral processing

SKILLS:

• Bilingual (English/Spanish) is preferred but not required
• Able to quickly build and maintain rapport with patients and providers of differing backgrounds
• Team player
• Customer-service expertise.
• Strong computer skills
• Positive professional insight
• Flexibility and dependability
• Demonstrated good problem-solving skills; sound judgment
• Good writing skills.
• Modern office practices and procedures including email
• Attention to detail and excellent follow-through on work tasks
• Able to handle multiple tasks simultaneously

PHYSICAL REQUIREMENTS:

• Must be able to lift up to 20 pounds and push up to 50 pounds (on wheels).
• Must be able to hear staff on the phone and speak clearly in order to communicate information to patients and staff.
• Must be able to read memos, computer screens, personnel forms and clinical and administrative documents.
• Must have high manual dexterity.
• Must be able to reach above the shoulder level to work, must be able to bend, squat, sit, stand, stoop, crouch, reach, kneel, and twist/turn

The pay range for this non-exempt position starts at $22 an hour. Our salaries are dependent on knowledge, skills, and experience.

In addition, our comprehensive benefits package for regular status employees includes:

• Medical, Dental, and Vision insurance with low premium cost
• Paid time off and paid holidays
• 401k plan with matching contribution
• Educational Assistance
• Employee discounts and more!