Referral Coordinator

Whole Family Health Center Inc; Florida; On-site; USD 36,000 - 52,000; Full time

Job summary

Whole Family Health Center Inc in Fort Pierce, FL seeks a Referral Coordinator to help patients navigate referrals, coordinate care, and keep the office running smoothly.

You will work with clinicians, case managers, and insurance to obtain approvals, register patients, and document interactions in the EHR.

This role requires strong communication, multitasking, and bilingual abilities in Spanish or Creole are a plus.

Qualifications

• High School diploma or GED required; college degree preferred.
• Experience with electronic medical records, scheduling software, and Microsoft Outlook.
• 1–3 years of progressive work experience in a medical office setting.

Responsibilities

• Coordinate referrals and scheduling of diagnostic testing and specialty appointments.
• Register patients with complete demographics and current insurance information.
• Complete prior authorization processes for diagnostics and specialty services.
• Communicate with patients, providers, and insurance to ensure timely approvals and understand referrals.
• Document patient contacts and progress in the EHR.
• May travel between WFHC locations to provide coverage.

Skills

Communication skills

Patient coordination

Multitasking

Education

High School diploma or GED

College degree preferred

Tools

EMR systems

Scheduling software

Microsoft Outlook

Job description

Referral Coordinator

Whole Family Health Center Inc Fort Pierce, Florida, United States

About this position

Job Summary: This person must be able to multi-task and function in a fast-paced environment while contributing to a positive environment for patients and staff and participating in problem solving activities. He or she must be detail oriented, sensitive to the patient's needs, and require minimal supervision in order to function efficiently. The person in this position maintains office operations by receiving and distributing communications; maintaining supplies and equipment; and serving patients. He or she works directly with the clinical staff and acts as a liaison between the patient and the provider. This position requires close communication with the patient, nurses, providers and case managers in order to coordinate care. This person will coordinate services between WFHC and outside providers. This person assists in keeping the office running efficiently by performing clerical duties, such as answering telephones, photocopying, faxing, and providing quality customer service. Communication with and respect for the patient is essential to build rapport. Good patient assessment skills are essential. This person must prioritize tasks and use space and time efficiently. The person in this position must be able to think critically and logically. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. This is a position of trust.

Communication

Good oral and written communication skills are required for this position. Information must be exchanged using tact and persuasion appropriately. The person in this position must be able to communicate with the patients, staff, and others; and contribute to a positive environment.

The ability to communicate in Spanish, Creole, or both is a plus.

Key Responsibilities

• Maintain professional behavior, and attitude towards patients, visitors, and co-workers.
• Schedule diagnostic testing and specialty appointments as requested. Documents in patient’s chart accordingly.
• Maintain ongoing tracking and appropriate documentation on referrals to promote team awareness and ensure patient safety.
• Ensure complete and accurate registration, including patient demographic and current insurance information.
• Assemble information concerning patient's clinical background and referral needs. Per referral guidelines, provide appropriate clinical information to specialist.
• Complete prior authorization process for diagnostics and specialty services.
• Contact insurance companies to ensure prior approval requirements are met. Present necessary medical information such as history, diagnosis and prognosis. Provide specific medical information to financial services to maximize reimbursement to the hospital and/or physicians.
• Review details and expectations about the referral with patients.
• Be the system navigator and point of contact for patients and families, with patients and families having direct access for asking questions and raising concerns. May assume advocate role on the patient's behalf with the carrier to ensure approval of the necessary supplies/services for the patient in a timely fashion.
• Ensure that referrals are addressed in a timely manner.
• Remind patients of scheduled appointments via mail or phone.
• Follow up on referrals to ensure patients are keeping the appointments as scheduled.
• Request medical records/reports and tracks to ensure that records/reports are received in a timely manner.
• Ensure that patient's chart is up to date with information on specialist consults, hospitalizations, ER visits and community organization related to their health.
• Document patient contact and progress in the EHR.
• Attend educational offerings as appropriate.
• Perform other duties and responsibilities as assigned.
• May occasionally need to travel from one location to another for coverage.

Education & Training

• High School diploma or GED required, college degree preferred.
• Must be cross-trained in electronic medical records, scheduling software and Microsoft Outlook.

Experience

• One to three years of progressive work experience in a medical office setting

Requirements

• Level 2 background clearance required
• Must have all necessary vaccinations and a PPD test upon hired