Clinic Referral Clerk

Coryell Health; Gatesville (TX); On-site; USD 32,000 - 42,000; Full time

Job summary

Coryell Health in Gatesville, Texas is seeking a Clinic Referral Clerk to coordinate and process patient referrals, ensuring timely communication between patients, clinic providers, and outside facilities.

The role involves obtaining and verifying demographics and insurance, scheduling appointments with specialists, handling documentation, obtaining approvals, and maintaining accurate electronic medical records while protecting patient confidentiality.

Qualifications

• High school diploma or equivalent required.
• Previous healthcare, medical office, scheduling, referral, or customer service experience preferred.
• Knowledge of medical terminology and insurance processes preferred.
• Strong computer and data-entry skills.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to prioritize multiple tasks and meet deadlines.
• Ability to maintain confidentiality and handle sensitive patient information professionally.

Responsibilities

• Process and coordinate patient referrals from clinic providers.
• Obtain and verify patient demographic, insurance, and referral information.
• Schedule appointments with specialists and other healthcare providers.
• Communicate with patients regarding referral appointments, instructions, and required documentation.
• Contact specialty offices, hospitals, and other healthcare facilities to coordinate referrals.
• Obtain required authorizations and insurance approvals when applicable.
• Monitor referrals to ensure appointments are scheduled and completed in a timely manner.
• Maintain accurate referral records and documentation in the electronic medical record.
• Follow up on outstanding referrals and communicate delays or issues to the appropriate provider or department.
• Answer telephone calls and assist patients with referral-related questions.
• Protect patient confidentiality and follow HIPAA and organizational policies.
• Work closely with clinic staff, providers, insurance companies, and outside facilities.
• Perform other duties as assigned.

Skills

Data entry

Computer literacy

Verbal communication

Written communication

Organizational skills

Education

High school diploma or equivalent

Job description

• Process and coordinate patient referrals from clinic providers.
• Obtain and verify patient demographic, insurance, and referral information.
• Schedule appointments with specialists and other healthcare providers.
• Communicate with patients regarding referral appointments, instructions, and required documentation.
• Contact specialty offices, hospitals, and other healthcare facilities to coordinate referrals.
• Obtain required authorizations and insurance approvals when applicable.
• Monitor referrals to ensure appointments are scheduled and completed in a timely manner.
• Maintain accurate referral records and documentation in the electronic medical record.
• Follow up on outstanding referrals and communicate delays or issues to the appropriate provider or department.
• Answer telephone calls and assist patients with referral-related questions.
• Protect patient confidentiality and follow HIPAA and organizational policies.
• Work closely with clinic staff, providers, insurance companies, and outside facilities.
• Perform other duties as assigned.

Clinic Referral Clerk

Clinic Referral Clerk is responsible for coordinating and processing patient referrals, ensuring timely communication between patients, providers, clinics, and outside healthcare facilities. This position helps ensure referrals are accurately scheduled, documented, and followed through while providing friendly and professional customer service.

Essential Duties & Responsibilities

• Process and coordinate patient referrals from clinic providers.
• Obtain and verify patient demographic, insurance, and referral information.
• Schedule appointments with specialists and other healthcare providers.
• Communicate with patients regarding referral appointments, instructions, and required documentation.
• Contact specialty offices, hospitals, and other healthcare facilities to coordinate referrals.
• Obtain required authorizations and insurance approvals when applicable.
• Monitor referrals to ensure appointments are scheduled and completed in a timely manner.
• Maintain accurate referral records and documentation in the electronic medical record.
• Follow up on outstanding referrals and communicate delays or issues to the appropriate provider or department.
• Answer telephone calls and assist patients with referral-related questions.
• Protect patient confidentiality and follow HIPAA and organizational policies.
• Work closely with clinic staff, providers, insurance companies, and outside facilities.
• Perform other duties as assigned.

Requirements

• High school diploma or equivalent required.
• Previous healthcare, medical office, scheduling, referral, or customer service experience preferred.
• Knowledge of medical terminology and insurance processes preferred.
• Strong computer and data-entry skills.
• Excellent verbal and written communication skills.
• Strong organizational skills and attention to detail.
• Ability to prioritize multiple tasks and meet deadlines.
• Ability to maintain confidentiality and handle sensitive patient information professionally.

Summary

Build Your Future in Healthcare with Coryell Health!

Be part of something meaningful. At Coryell Health, you’ll join a supportive, close-knit team dedicated to improving the lives of people in your community. Every day is an opportunity to bring care, comfort, and positive change to friends, families, and neighbors. Since 1940, Coryell Health has proudly served as a community-owned healthcare provider, delivering high-quality, comprehensive services all in one place. Our commitment to excellence is matched by our investment in our team. We offer competitive pay, comprehensive benefits, retirement plans, and tuition reimbursement to support your growth.

If you’re ready to begin a rewarding healthcare career and make a lasting difference, we invite you to apply and become part of the Coryell Health team!