Referral Specialist

Elizabeth Layton Center, Inc.; Paola, Northern (KS, KY); On-site; USD 36,000 - 42,000; Full time

Job summary

Elizabeth Layton Center, Inc. is seeking a Referral Specialist to monitor referrals within the electronic health record and assist individuals or guardians with required documents.

The role involves identifying appropriate specialists based on referrals and patient insurance coverage, coordinating appointments, and maintaining detailed records. This position supports scheduling, data entry, and frontline reception duties, ensuring timely access to services while upholding patient confidentiality

Qualifications

• High School Degree or equivalent.
• One year of clerical or general office experience.
• One year of data entry experience.
• One year of customer service experience.

Responsibilities

• Monitor EHR for behavioral health referrals and update records.
• Assist individuals/guardians with documents and information.
• Identify appropriate specialists/facilities based on referrals.
• Coordinate scheduling of referral appointments with staff.
• Maintain accurate records of referrals and communications.
• Enter data into appointment scheduler and Excel spreadsheets.
• Provide receptionist coverage and answer calls as needed.
• Ensure confidentiality of patient information.

Skills

Multi-tasking

Office procedures

Data entry

Customer service

Communication

Record keeping

Education

High School Diploma or equivalent

Tools

Excel

Appointment scheduler software

Job description

Description

Job Summary:

The Referral Specialist is responsible for monitoring the Elizabeth Layton Centers electronic health record for behavioral health referrals and helps to engage the individual and/or their guardian in obtaining appointments. This position reports directly to the Director of Operations.

Major Job Responsibilities:

• Monitors the Elizabeth Layton Centers electronic health record for behavioral health referral
• Assists the individual or guardian in completion of required documents or release of information for the agency of referral
• Helps to identify appropriate specialist or facilities based on the behavioral health referral
• Helps to identify the appropriate facilities based on the client insurance coverage
• Collaborates with Elizabeth Layton Center staff to assist in scheduling referral appointments
• Monitor and assist clients in scheduling appointments to ensure timely access to necessary medical services
• Maintain accurate and detailed records of patient referrals and documentation of communication
• Responsible for data entry and monitoring through Excel spreadsheets and electronic health record
• Assists the client by answering questions related to referrals
• Monitor and track the status of patient referrals, ensuring that appointments are kept and results are received.
• Communicate with patients to confirm appointments and provide reminders
• Provides reception day and evening front desk coverage
• Greets all clients and visitors to the Elizabeth Layton Center
• Answers multi-line telephone system, assess calls for emergency, screen/transfer calls, and take messages as needed
• Collect fees and other pertinent information when client arrives
• Enters information into the appointment scheduler program
• Maintain confidentiality and security of patient information
• Performs other duties as assigned by the supervisor or designee
• Completes all required trainings as assigned
• Complies with ELC policies and procedures

Requirements

Education and/or Experience:

• High School Degree or equivalent
• One year of previous clerical or general office experience or required
• One year of previous computer, typing and data entry experience required
• One year of previous customer service experience required
• Any combination of job-related experience and/or training which would produce the required knowledge, skills and abilities
• Ability to successfully pass all required background checks

Knowledge, Skills, and Abilities:

• Ability to perform multiple tasks accurately, effectively and in a timely manner
• Knowledge of the procedures and policies of the assigned department
• General knowledge of modern office practices and procedures
• Ability to maintain complex file systems
• Ability to understand and follow oral and written instructions accurately
• Ability to operate a computer, multi-line telephone switchboard and other general office equipment
• Ability to establish and maintain effective working relationships with other employees, officials and the public
• Ability to safely perform major job responsibilities with or without reasonable accommodations
• Ability to remain calm and courteous in a fast-paced and challenging office environment
• Ability to travel to different office locations on occasion
• Ability to lift and carry up to 25lbs