Referral Clerk

SWCHC, Inc.

Bridgeport (CT)

On-site

USD 23,000 - 30,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Dental insurance

Flexible spending accounts (FSA)

Retirement plan (403B)

Short-term disability insurance

Long-term disability options

Life Insurance

Employee assistance program (EAP)

Job summary

Southwest Community Health Center is seeking a Referral Clerk to manage the delivery of medical referrals across all sites. The role collaborates with the Referral Manager and Director of Nursing Services to ensure timely processing of referral appointments across multiple medical departments.

The position requires a high school diploma, medical assistant certification or related referral experience, CPR/BLS certification, and strong communication skills.

Qualifications

High school diploma required; medical assistant certification or experience in referral services preferred.
Spanish speaking preferred but not required.
CPR/BLS certification is required or preferred.

Responsibilities

Maintain ongoing tracking and documentation on referrals.
Address referrals promptly and ensure timely processing of appointments.
Verify patient demographics and insurance information during registration.
Compile clinical background information and relay to specialists.
Arrange prior authorizations with insurance companies as needed.
Communicate referral details to financial services for reimbursement.
Explain referral plans and expectations to patients.
Assist patients in addressing barriers to care and connecting with interpreters or transportation services as needed.
Serve as main contact for patients and families to raise questions or concerns.
Collaborate with service providers and referral teams to complete referrals.
Remind patients of appointments by mail or phone.
Keep primary care charts up to date with specialist visits and hospital services.

Skills

Customer service focus

Verbal and written communication

Electronic Medical Records

Teamwork

Organizational skills

Problem solving

Accountability

Education

High school diploma

Medical assistant certification

Tools

NextGen

EPIC

Job description

Summary

Responsible for the delivery of medical referral services to patients at all Southwest Community Health Center sites. The Referral Clerk works with the Referral Manager and the Director of Nursing Services to ensure timely processing of referral appointments for all medical departments.

SPECIFIC DUTIES AND RESPONSIBILITIES

All duties are subject to accommodation in accordance with the Americans with Disabilities Act (ADA).

Maintain ongoing tracking and appropriate documentation on referrals
Addresses referrals in a timely manner
Ensure complete and accurate registration, including patient demographic and current insurance information
Assemble information concerning patient's clinical background and referral needs and provide appropriate clinical information to specialist
Contact insurance companies to ensure prior approval requirements are met
Provide specific medical information to financial services to maximize reimbursement to the hospital and physicians
Review details and expectations about the referral with patients
Assist patients in problem solving potential issues related to the health care system, financial or social barriers (e.g., request interpreters as appropriate, transportation services or prescription assistance)
Be the point of contact for patients and families, with patients and families having direct access for asking questions and raising concerns
Identify and utilize cultural and community resources to assess with completing referrals as needed
Establish and maintain relationships with identified service providers referral teams
Remind patients of scheduled appointments via mail or phone
Ensure that patient's primary care chart is up to date with information on specialist consults, hospitalizations, ER visits and other services related to their health
Other duties as assigned

Qualifications

High school diploma, preferably combined with medical assistant certification or previous referral service experience
Spanish speaking preferred but not required
CPR / BLS Certified

Experience

Strong customer service focus
Effective verbal and written communication skills
Proficient in working with Electronic Medical Management systems (NextGen, EPIC)
Able to communicate effectively with clinical team including providers, nursing, and other administrative staff
Teamwork orientation and able to display good judgment
Organized and able to manage competing priorities
Resourcefulness in problem solving and conflict resolution
Able to complete delegated tasks and displays accountability

Physical Requirements and Work Environment

The physical requirements and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires the manual dexterity sufficient to operate phones, computers, and other office equipment. The position requires the physical ability to kneel, bend and perform light lifting. This person must have the ability to write and speak clearly using the English language to convey information and be able to hear at normal speaking levels both in person and over the telephone. Specific vision abilities required by this job include close vision, depth perception and the ability to adjust focus. Generally, the working conditions are good with little or no exposure to extremes in health, safety hazards and/or hazardous materials. This person must have the ability to travel as required to work with staff.

Compensation and Benefits

In addition, this position will be eligible for additional benefits consistent with the role. The compensation of the finalist selected for this role will be determined based on various factors, including but not limited to: scope of role, level of experience, education, accomplishments, internal equity, budget, and subject to Fair Market Value evaluation. The hiring range listed is a good faith determination of potential compensation at the time of this job advertisement and may be modified in the future.

Benefits Include