Contact Center Care Coordinator - Referrals

Responsibilities

• Answers all incoming calls; assesses callers’ needs and directs to appropriate personnel.
• Pages clinic personnel as appropriate.
• Obtains and communicates messages accurately and promptly.
• Schedules new patients, referrals, and returning patients in the computer system in accordance with physician and office guidelines.
• For new or referred patients, sets up records with appropriate documentation and coding.
• Cancels/reschedules appointments according to physician schedule changes and notifies appropriate personnel.
• Obtains and enters all insurance authorizations and correspondence relating to referrals in patient charts and/or electronic medical records (EMR).
• Collects co-pays, deductibles, and other out-of-pocket amounts at time of visit.
• Maintains primary office scheduling template containing physician meetings, satellite schedules, rounding, and call coverage.
• Arranges for patients to have financial counseling as needed.
• Demonstrates an understanding of patient confidentiality to protect the patient and practice.
• Follows policies and procedures to contribute to the efficiency of the front office.
• Covers for other front office functions as requested.
• Prepares correspondence, memos, forms, and other documents as requested by supervisor.
• May schedule outpatient appointments, tests, surgeries, and hospital admissions upon request.
• Obtains necessary precertifications as required.
• May communicate with patients about scheduled procedures or tests, including preparation requirements, and gather necessary information.
• May be responsible for follow-up on pre-operative tests to ensure clearance for surgical procedures and communicate with physicians and patients if additional testing is required.
• May schedule post-operative follow-up appointments with physicians.
• Where applicable, demonstrates a basic understanding of medical terminology for tests and procedures, including coding and ability to look up codes specific to diagnosis, surgery, and scheduling.

Qualifications

• High school diploma or equivalent required.
• Entry-level position requiring 0–3 years of experience, preferably in a medical office setting.
• Knowledge of medical terminology and coding a plus.
• Must have excellent written and verbal communication skills.
• Proficiency in Microsoft Office (Outlook, Word, Excel) required.

Competencies

• Possesses up-to-date knowledge of the profession and industry; learns quickly in technical/functional areas; accesses and uses expert resources when appropriate.
• Demonstrates Adaptability: Handles day-to-day work challenges confidently; adjusts to multiple demands, shifting priorities, ambiguity, and rapid change; shows resilience in the face of constraints or adversity; demonstrates flexibility.
• Makes timely, cost-effective, and sound decisions; makes decisions under conditions of uncertainty.
• Shows Work Commitment: Sets high standards of performance; pursues aggressive goals and works efficiently to achieve them.
• Commits to Quality: Emphasizes the need to deliver quality products and services; defines standards for quality and evaluates products, processes, and services against those standards; manages quality and improves efficiencies.