Central Referral Representative

United Health Centers; Fresno (CA); On-site; USD 25,000 - 36,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

Paid time off

401k plan with matching

Educational Assistance

Employee discounts

Job summary

United Health Centers is seeking a Central Referrals Representative at our Fresno corporate location. The role handles coordination of outpatient referrals, testing orders, and patient communications with a focus on data integrity and timely service.

Experience in a health center setting and knowledge of scheduling/referral processing are preferred. Bilingual English/Spanish is a plus; strong customer service and data entry skills are essential.

Qualifications

• High School diploma or GED required; associate degree preferred.
• 2 years of health center experience preferred.
• Knowledge of scheduling and referral processing is beneficial.
• Bilingual English/Spanish preferred but not required.

Responsibilities

• Coordinate referrals to specialty providers.
• Coordinate orders for outpatient testing.
• Schedule appointments and mail referral packets to patients’ homes.
• Answer incoming calls on a multi-line system and document in I2I.
• Provide outstanding customer service to patients and providers.
• Maintain accurate patient data and look up records per protocol.

Skills

Referral processing

Scheduling

Customer service

Phone etiquette

Data entry

Bilingual (English/Spanish)

Education

High School diploma

Associate’s Degree

Tools

I2I tracks

Job description

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

Experienced referral professionals 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.

• 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.

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!