Referral Specialist

Camino Health Center; San Juan Capistrano (CA); On-site; USD 30,000 - 34,000; Full time

Job summary

Camino Health Center is seeking a Referral Specialist to join the population health team. You will process referrals, communicate with patients and providers, and manage scheduling and follow-up with both in-house and external specialists.

Under the supervision of the Population Health Manager, you will ensure timely authorizations, maintain HIPAA compliance, and support high-quality patient care through efficient referral workflows.

Qualifications

• Effective oral and written communication skills.
• Ability to work with diverse patients and staff.
• Experience using standard office software and EMR systems.
• Respect for patient confidentiality and HIPAA practices.

Responsibilities

• Process referrals from providers and communicate authorizations to patients and staff.
• Schedule, track, and follow up on referrals, including urgent cases.
• Maintain and update referral status in the EMR system and ensure timely re-authorization.
• Coordinate with care teams to ensure timely patient follow up and referrals.
• Communicate with patients and providers about referral details and next steps.

Skills

Communication

Teamwork

Customer service

Confidentiality

Administrative skills

Microsoft Office

Education

High school diploma/GED

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Referral Specialist

Full Time Clerical San Juan Capistrano, CA, US

2 days ago Requisition ID: 1259

Salary Range: $22.00 To $25.00 Hourly

Job Summary: Under the direction of the Population Health Manager, the Referral Specialist works as part of a patient care team to provide high quality, efficient and service oriented patient care while demonstrating the health center’s core values. Working alongside physicians, mid-level providers, registered nurses and medical assistants, the Referral Specialist is responsible for receiving, processing, scheduling, and following up on all medical referral requests, including in-house and outside referrals for diagnostic testing, medical specialists, or other providers. The Referral Specialist also assists in the coordination and organization of patient care services.

Ensure that the core values of Camino Health Center – Service, Dignity, Justice and Excellence are carried out within daily tasks.

Essential Values-Based Competencies: Demonstrates values-based competencies in line with the four core values that are the foundation of all activities performed by employees in order to achieve the mission of the Camino Health Center.

Dignity:Demonstrates competence in communication and interpersonalrelations

Excellence:Demonstrates competence in continuous improvement, continuous learning, and teamwork/collaboration

Service:Demonstrates competence in customer/patient focus, adaptability, and shaping change

Justice:Demonstrates competence in community orientation, stewardship, and strategic planning and action

Essential Functions: Describe the duties/responsibilities that must be performed by this position.

Patient Relations

• Work diligently, cooperatively, and effectively with patients, medical providers, health center staff and community stakeholders in all aspects of patient care and care coordination.
• Provide positive, supportive and caring behavior in all communications to patients, community stakeholders and staff.
• Maintain patient confidentiality and HIPAA practices at all times.

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• Obtains and processes referrals from providers and communicates authorizations with patients (via phone & mail) and medical staff in a timely manner.
• Prepares, processes, and completes referrals accurately and in a timely manner, including urgent and stat referrals for assigned members.
• Tracks referrals in the electronic medical records (EMR) system; Follows up on submitted authorization requests and maintains consistent status updates via EMR.
• Monitors and reports on statuses of authorization requests; escalates issues as necessary until fully resolved and referral loop is closed.
• Communicates referral and authorization information and pertinent medical information to the patient and specialty providers.
• Manages the need for redirection across all clients and payers by working with clinical teams to ensure timeliness of re-authorization ahead of expiry to avoid lapses in authorization or delays in patient care.
• Reviews consultation reports for needed follow up requests and works with providers to ensure timely processing of all follow ups.
• Works with the health information (medical records) department to ensure timely retrieval of consultation reports.
• Assists patient with scheduling appointments with the specialist should the patient express any challenges in accomplishing this themselves.
• Submits retro-authorizations and distinguishes between primary care and internal specialty visits.

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Provider & Team Support:

• Participates in daily morning care team huddles and scheduled department meetings.
• Screens and answers related referral calls by telephone, patient portal, patient walk-in and/or by mail.
• Serves as the main point of contact for providers and clinic staff regarding referrals, authorizations, and appointment scheduling.
• Shares accountability of overall participant health outcomes, working in coordination with care teams.
• Advocates and discusses with participants all aspects of the referral process as needed or requested by the treating provider.
• Arranges transportation for participants to medical appointments at Camino Health Center and other organizations.
• Documents all actions taken in the participant medical record in accordance with current Clinic, DHCS and CMS regulations/guidelines.
• Acts as a liaison between participant, clinic/providers, specialty care providers, hospitals, and other community resources.

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Additional Responsibilities : List infrequently performed and non-essential tasks.

• Performs other duties as assigned by supervisor

Knowledge / Skills / Abilities: List the knowledge, skills, and abilities required to perform the essential functions of this position.

• Work collaboratively with people of all ages, social, and ethnic backgrounds
• Work independently and as part of a team
• Ability to work in a fast paced environment
• Basic/Excellent oral and written communication; basic math skills
• Ability to convey a sense of confidence and trust to all patients
• Ability to relate well to other health professionals and support staff
• Ability to carry out administrative and patient support services
• Ability to maintain patient confidentiality

Age-Related Competencies: List the knowledge, skills and abilities required to provide age-specific care.

• Demonstrates the ability to meet the age related needs of the specific population served

Information Management:

• Treats all information and data within the scope of the position with appropriate confidentiality and security
• Cooperates fully in all risk management activities and investigations

Safety Requirements:

• Knowledge of, observes, and complies with clinic safety policies and emergency procedures

Additional Requirements:

• Able to work flexible hours, including evenings and weekends
• Able to work at various health center locations and outreach sites

Minimum Position Qualifications: List the minimum qualifications required for this position.

• Education: High school diploma/GED required
• Experience / Training: One year clinical or healthcare experience required

Preferred Position Qualifications: List the preferred qualifications required for this position.

• Experience with referral authorization and data processing preferred
• One year experience working with frail and elderly populations preferred
• Excellent verbal and written communication skills, including superior composition, typing and proofreading skills
• Ability to interpret a variety of instructions in written, oral, diagram, or schedule form
• Knowledgeable about and experience with current procedural terms (CPT), international classification of diseases (ICD-10), and medical terminology
• Excellent planning and organizational ability

Environmental Conditions: Describe the work environment including risk of exposure to blood-borne pathogens and other hazards.

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Position involves sitting for extended periods of time while working at a computer. Positions in this job family typically work in an office setting but may be assigned more physical duties such as transporting office supplies and equipment.

Physical and Personal requirements:

• Must have reliable transportation
• Ability to lift/carry 10 lbs/weight
• Ability to stand for long periods of time