Referral Specialist

Petaluma Health Center Inc

Rohnert Park (CA)

On-site

USD 25,000 - 33,000

Full time

14 days+
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Benefits offered by this job

21 Days PTO
10 Observed Holidays
Medical Insurance
Dental Insurance
Vision Insurance
401K Matching
Flexible Spending Account
Life Insurance
Long Term Disability
Employee Assistance Program
Gym Membership Discounts

Job summary

Petaluma Health Center seeks an entry-level referrals coordinator to ensure patients access specialty services by coordinating insurance authorizations and referrals. You will verify coverage, assist with PAP enrollment for uninsured patients, and maintain accurate referral tracking to support timely care.

Working with a diverse team, you will communicate with patients in English and Spanish, provide warm hand-offs, and support front-line operations to deliver patient-centered service in a

Qualifications

  • High school diploma with medical office training.
  • Two years experience with insurance, referrals, authorizations, and community contacts.
  • Ability to communicate effectively in English and Spanish.

Responsibilities

  • Verify patient insurance eligibility.
  • Maintain updated authorizations/referrals information in patient chart through a tracking mechanism.
  • Provide assistance to uninsured patients to be enrolled in PAP program.
  • Provide information to patient through warm hand offs as needed.
  • Process all outside referrals from other PCP/specialist within expected timeframe.
  • Track referrals by using structured data to maintain up to date accurate information.

Skills

Customer service
Insurance coordination
Referral management
Bilingual English/Spanish
Multitasking

Education

High school diploma with medical office training

Job description

The Petaluma Health Center's mission is to provide high quality health care with access for all in Southern Sonoma County & West Marin. We pride ourselves on our Patient-Centered care while maintaining an engaging environment for our staff. The Center accomplishes this mission through collaborative, innovative programs, services and referral resources that meet the economic needs of the entire community.

FULL TIME EMPLOYEE BENEFITS:
  • 21 Days of Paid Time Off
  • 10 Observed Holidays
  • Medical Insurance (Entire deductible paid by us!)
  • 30 Chiropractor and Acupuncture visits per year included with enrollment in our health insurance plans (Kaiser and WHA)
  • Dental Insurance
  • Vision Insurance
  • Gym Membership Discounts at Synergy Health Club and 24-Hour Fitness!
  • 401K Matching after 1 year of employment
  • Flexible Spending Account, Dependent Care FSA
  • Life Insurance (included at no cost to the employee)
  • Long Term Disability (included at no cost to the employee)
  • Employee Assistance Program (included at no cost to the employee)

Summary:Entry level position responsible for providing excellent patient care and customer service by ensuring that a patient's insurance allows them to access specialty services via coordination, processing, and completing of all internal and external specialty clinic referrals authorizations within expected timeframe.

Areas of Responsibility:
Patient Care
  • Verification of patient insurance eligibility.
  • Maintains updated authorizations/referrals information in patient chart through a tracking mechanism.
  • Provides assistance to uninsured patients to be enrolled in PAP program.
  • Provides information to patient through warm hand offs as needed.
Customer Service
  • Makes and/or answers phone calls regarding any referral questions.
  • Assist patients in the appeals process for denial of services through the proper appeals process with their insurance companies.
  • Maintain extensive resource directory for PHC staff and patients for access of community resources.
Referral Tracking
  • Process all outside referrals from other PCP/specialist within expected timeframe.
  • Closes 20 referrals daily.
  • Tracks the completion of the referral process within expected timeframe.
  • Track referrals by using structured data to maintain up to date accurate information.
  • Ensures follow up with Public Health Nurse for CHDP Referrals made.
  • Knowledge of managed care requirements for referrals.
  • Participates in MAA Coordination and Claims Administration, including but not limited to completion of the annual time survey.
  • Perform other duties as assigned by Referrals and Specialty Clinics Operations Manager or Director of Clinical Operations
Education/Experience
  • High school graduate with medical office training.
  • Two years experience with insurance, referrals, authorizations, and community contacts.
Desired Skills:
  • An energetic and creative individual with high standards and an appropriate professional image.
  • Proven ability to handle multiple projects and meet deadlines.
  • Versatility, flexibility and willingness to work within an ambiguous, fast-paced environment.
  • Demonstrated resourcefulness in providing solutions and setting priorities.
  • Effective interpersonal skills to work effectively with all levels within the health center.

Language Skills: Ability to communicate effectively in English and Spanish with children and adults in person, on the telephone, and in writing. Ability to effectively present information and respond to questions and requests from patients, co-workers and others as necessary.

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