Patient Access & Referral Specialist

Talentify; Milton (WV); On-site; USD 32,000 - 46,000; Full time

Job summary

Talentify is seeking a referral specialist to manage the end-to-end referral workflow, coordinating with insurance carriers, specialists, and patients to ensure timely access to care.

Responsibilities include completing required paperwork, maintaining accurate records in the EHR, and liaising with health plans and providers. The role emphasizes patient communication, population health support, and adherence to HIPAA within a collaborative care team.

Qualifications

• High school diploma or equivalent.
• Excellent communication skills.
• Multitasking abilities.
• Detail oriented.
• Proficient knowledge of medical terminology.

Responsibilities

• Manage the referral process from start to finish, including contacting insurance carriers, specialists, and patients.
• Complete paperwork and meet insurance requirements.
• Maintain up-to-date records in the patient’s medical record and EHR.
• Communicate scheduling details and instructions to patients.
• Coordinate care with health plans, facilities, and providers.
• Support population management and patient coaching as needed.
• Ensure HIPAA confidentiality and team-based care.
• Other duties as assigned.

Skills

Communication skills

Multitasking

Attention to detail

Medical terminology

Education

High school diploma

Tools

Electronic Health Record (EHR)

Job description

Talentify is seeking a referral specialist to manage the end-to-end referral workflow, coordinating with insurance carriers, specialists, and patients to ensure timely access to care.

Responsibilities include completing required paperwork, maintaining accurate records in the EHR, and liaising with health plans and providers. The role emphasizes patient communication, population health support, and adherence to HIPAA within a collaborative care team.