Patient Referral Specialist

United Musculoskeletal Partners; Grapevine (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

NTO Physician Partners PLLC in Grapevine, TX seeks a Patient Referral Specialist to manage the referral workflow, maintain EMR records, and support front desk functions as needed. The role emphasizes accurate documentation, strong customer service, and collaboration with clinical staff.

Ideal candidates have 1–2 years of referral coordination experience, HMO exposure, and solid communication skills. This full-time position is based at our Grapevine clinic with a focus on timely, professional

Qualifications

• 1-2 years of referral coordination experience is required. Must include HMO experience.
• Computer literacy with strong keyboard skills and experience with electronic medical records systems.
• Experience in communicating with patients is preferred.
• Background in medical terminology, orthopedics and ability to analyze medical scheduling needs preferred.
• Familiarity with health insurance plans and benefit eligibility processes preferred.
• Strong written and verbal communication skills; pleasant demeanor and professional appearance.

Responsibilities

• Manage external referral process and daily reconciliation with required information and documents.
• Answer telephone calls and assist with scheduling and other needs based on call type.
• Participate in clinic and market education, training, and meetings as needed.
• Communicate with outside physician offices to clarify referral issues.

Job description

DESCRIPTION

The Patient Referral Specialist ensures the effective management of all incoming specialist referrals and maintains accurate and timely records in the electronic medical records (EMR) system. Assists with coverage of front desk reception area, coverage of lobby information desk, and medical records department as needed.

Job Duties:

• Manage external referral process and daily referral reconciliation gathering required information and documents needed, working them accordingly in compliance with established timelines.

• Answers telephone calls and assist with scheduling and other needs based on the call type.

• Participates in clinic and market education, training, and meetings as need and/or required.

• Communicate with outside physician offices when needed to clarify referral issues.

• Communicate with clinical staff promote team awareness.

• Maintains knowledge and ensures procedures are followed including referral guidelines, and policies, privacy, and confidentiality.

• Deliver quality customer service, managing the referral process professionally and in a timely manner maintaining professionalism and positive attitude with all internal and external customers/peers.

• Works independently.

• Ensure accuracy of electronic patient records; including registration information, demographics, current insurance information, specialist consults, hospitalization, ER visits, and community organizations related to their health.

• Scan MRI’s, surgery photos, outside medical records, and additional documentation into EMR system to support the patient referral.

• Retain and utilize knowledge of insurance policies and procedures.

• Performs other related duties as assigned.

Requirements

EDUCATIONAL REQUIREMENTS:

• High School Diploma/GED or equivalent experience

QUALIFICATIONS AND EXPERIENCE:

• 1-2 years of referral coordination experience is required. Must include HMO experience.

• Computer literate, with strong keyboard skills and experience with electronic medical records system

• One or more years experience in communication with patients preferred

• Background in medical terminology, orthopedics, and ability to analyze medical situations for scheduling purposes preferred

• Familiarity with various health insurance plans and benefit eligibility processes preferred

• Strong written and verbal communication skills

• Pleasant speaking voice and demeanor, with strong customer service skills

• Neat, professional appearance

Company:

NTO Physician Partners PLLC

Job Type:

Full-time

Address:

2535 Ira E Woods Ave, Grapevine, TX, 76051