Referral & Access Specialist: Triage, Scheduling & Insurance

WVU Medicine; Saint Francis (AR); On-site; USD 36,000 - 48,000; Full time

Job summary

THOM Thomas Hospitals in Charleston, WV, is seeking a patient access professional to coordinate scheduling, triage, and insurance verification across departments. The role emphasizes accurate data capture, handling urgent cases, and guiding patients through pre-certification processes using Cordata and Epic systems.

You will communicate appointment details, explain insurance requirements, resolve inquiries, and support continuous process improvements in a busy hospital scheduling center.

Qualifications

• Two years of clinical or customer service experience.
• Three years of direct customer service experience.

Responsibilities

• Captures complete and accurate patient information for triage and scheduling.
• Effectively identifies and processes urgent patients.
• Obtains pre-certification or pre-authorization information.
• Schedules clinic appointments and communicates details to patients.
• Explains insurance and payment requirements to patients.
• Responds to patient and physician inquiries in a timely manner.
• Updates Cordata and Epic with patient information and referrals.

Skills

Clear communication

Flexibility

Computer literacy

Medical terminology

Third party payers

Customer service

Tact and diplomacy

Education

High School or Equivalent

Tools

Cordata software

Epic

Job description

THOM Thomas Hospitals in Charleston, WV, is seeking a patient access professional to coordinate scheduling, triage, and insurance verification across departments. The role emphasizes accurate data capture, handling urgent cases, and guiding patients through pre-certification processes using Cordata and Epic systems.

You will communicate appointment details, explain insurance requirements, resolve inquiries, and support continuous process improvements in a busy hospital scheduling center.