Referral Clerk

Planned Systems International; North Carolina; On-site; USD 36,000 - 54,000; Full time

Benefits offered by this job

Full benefits package

Professional development opportunities

Job summary

Planned Systems International is seeking a Referral Management Center Specialist to support our healthcare team at a Military Treatment Facility. You will handle referrals, schedule appointments, and educate patients on procedures and timelines.

The role focuses on professional customer service, confidentiality, and timely processing of referrals in line with MTF guidelines.

Qualifications

• US citizen as a minimum eligibility criterion.
• High school diploma or equivalent required.
• Working knowledge of medical terminology.
• 1 year of administrative experience in a medical setting.
• Experience with referral management or medical scheduling preferred.
• Proficient computer skills and EHR workflow familiarity.
• English reading/writing/speaking fluency required.
• Ability to obtain background investigation and DHA badge.
• Current Basic Life Support certification where required.

Responsibilities

• Answer calls and assist patients with referral questions.
• Review referrals for completeness and eligibility.
• Schedule and adjust specialty appointments per MTF guidelines.
• Process referrals within established timeframes.
• Coordinate with outside providers or insurers when needed.
• Maintain referral documentation in MHS GENESIS.

Skills

Medical terminology

Administrative experience

Electronic health records

English fluent

Education

High school diploma

Tools

MHS GENESIS

Computer proficiency

Job description

QuarterLine (QL), a Planned Systems International (PSI) company, is seeking a dedicated and compassionate Referral Management Center Specialist to support our healthcare team at a Military Treatment Facility (MTF). The ideal candidate will provide professional customer service while assisting patients and staff with referral and appointment coordination.

Essential Functions And Job Responsibilities

• Answer incoming calls and assist patients and staff with referral-related questions.
• Review and process referrals for completeness and eligibility.
• Schedule and reschedule specialty appointments according to MTF guidelines.
• Process routine, urgent, and emergent referrals within established timeframes .
• Coordinate referrals with outside providers or insurance when services are not available at the MTF.
• Maintain accurate referral documentation in MHS GENESIS and other required systems.
• Educate patients on referral procedures, appointments, and expected timelines.
• Provide professional and courteous customer service while maintaining patient confidentiality.

Minimum Requirements

• US Citizen.
• High school diploma or equivalent.
• Working knowledge of medical terminology.
• One (1) year of administrative experience in a medical office, clinic, or healthcare setting. Referral management, medical scheduling, patient administration, or insurance verification preferred.
• Demonstrated computer proficiency and keyboarding sufficient to sustain electronic health record workflow.
• Ability to read, write, speak, and understand English fluently.
• Ability to obtain and maintain a favorable background investigation, a Common Access Card, and MTF-specific badge and system access.
• Current Basic Life Support certification (AHA or Red Cross) where required by the supported MTF, plus HIPAA, Privacy Act, information assurance, and MTF-directed initial and annual training.

Additional Information

• Must pass TB Test.
• Subject to a background/security investigation.
• Willingness to comply with DHA vaccination requirements.
• Pre-employment drug screening.
• Contract workers shall maintain good personal hygiene and present a well-groomed and professional appearance IAW the policy at the place of performance.

Company Benefits

PSI offers full-time, benefits eligible employees a competitive total compensation package that includes paid leave, and options for employer sponsored group medical, dental, vision, short-term and long-term disability, life insurance, AD&D coverage, legal services, identity theft, and accident insurance. Flexible spending account and health saving account options offer pre-tax savings for qualified medical, dental, and vision expenses. The company sponsored 401(k) retirement plan has an employer contribution match that is immediately vested. We invest in the professional growth of our employees through professional courses, certifications, and tuition reimbursement programs.

EEO Commitment

It is company policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits, and termination, are made without regard to race, color, religion, age, sex, sexual orientation, pregnancy, gender identity, genetic information, national origin, citizenship status, veteran status, protected veteran status, disability, or any other characteristic protected by applicable federal, state, or local law.

Reasonable accommodations for applicants and employees with disabilities will be provided. If a reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, or to receive an update regarding the status of your application, please contact Talent Acquisition by emailing [e-mail], or by dialing 703-575-8400.