Clinic Referral Clerk - Waco Clinic

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

Job summary

Coryell Health in Waco, TX, is seeking a Clinic Referral Clerk to coordinate patient referrals, verify demographics and insurance, and schedule appointments with specialists. You will communicate with patients about instructions, coordinate with offices and facilities, obtain referrals and authorizations, and maintain accurate EMR documentation in a collaborative environment.

This role requires HIPAA compliance, strong organizational skills, and excellent communication in a team-oriented

Qualifications

• High school diploma or equivalent required.
• Healthcare or medical office experience preferred.
• Knowledge of medical terminology and insurance processes preferred.
• Strong computer and data-entry skills.
• Excellent verbal and written communication.
• Strong organizational skills and attention to detail.
• Ability to prioritize multiple tasks and meet deadlines.
• Ability to maintain confidentiality and HIPAA compliance.

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

Healthcare exp

Medical terminology

Insurance processes

Data entry

Communication

Organization

Confidentiality

Multitasking

Education

High school diploma or equivalent

Tools

EMR system

Microsoft Office

Job description

Brief 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

The 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.