Medical Referral Clerk

Responsibilities

• Coordinate and schedule all diagnostic testing and specialty consultations, both internal and external.
• Daily reports of referrals and diagnostic procedures are generated from the previous day to ensure prompt follow-up and resolution of pending items
• Ensure appropriate pre-authorization and referral procedures are followed according to payer guidelines.
• Serve as a liaison between patients, providers, and external specialists to ensure clear communication and timely appointments.
• Obtain medical records and consultation reports from external facilities where Betances has system access; attach and assign reports in the EHR as appropriate.
• Accurately document and maintain all referral information within the Electronic Health Record (EHR) and Practice Management system.
• Monitor and track the status of all referrals to ensure follow-through, receipt of consultation reports, and closure in the EHR.
• Communicate referral and appointment details to patients, providing instructions and answering questions regarding next steps.
• Follow up with providers or departments to obtain necessary documentation for pre-authorizations and referrals.
• Support internal departments with referral-related questions and ensure coordination of care between service lines.
• Generate and maintain referral tracking reports to support quality assurance and compliance initiatives.
• Participate in special projects, process improvement activities, and staff training as assigned.
• Perform other duties as directed by the supervisor or Executive Management Team.

Requirements

• High School Diploma or GED equivalent required
• One (1) year + experience in a clinical or healthcare setting
• Excellent customer service and telephone skills
• Bilingual English/Spanish preferred
• Excellent verbal and written communication skills, well developed organizational skills; reliable, and with great attention to detail
• Knowledge of medical terminology required
• Familiarity with components of medical records
• Basic knowledge of health insurance procedures and regulations especially Medicaid, Medicare and managed care contracts required
• Computer skills: Microsoft