REFERRAL CLERK

Essential Functions

• Processes and submits referrals in a timely and accurate manner.
• Captures and coordinates referrals and appointments with specialty providers and outside agencies.
• Obtains prior authorizations and verifies insurance coverage for specialty services when required.
• Ensures completeness and accuracy of referral documentation prior to submission.
• Maintains accurate and timely documentation within the electronic health record (EHR) system.
• Communicates with patients regarding referral scheduling, appointment details, and follow-up requirements.
• Provides same-day referral notifications when applicable.
• Supports providers and clinical teams with referral-related inquiries and updates.
• Collaborates with internal departments and external specialty offices to facilitate continuity of care.
• Tracks open referrals and assists with reducing referral backlogs and delays in patient care.
• Schedules referrals at the time of the patient visit whenever possible or before the patient leaves the clinic.

Customer Satisfaction Requirements

• Must provide excellent customer satisfaction to patients, visitors, vendors, and co-workers at all times in a professional and courteous manner.
• Maintain a professional appearance and demonstrate effective communication and teamwork skills.
• Actively assist in resolving patient concerns and promote a welcoming and patient-centered environment.

Qualifications

• Education and Experience: High school diploma or equivalent required. Previous healthcare, referral coordination, medical office, customer service, or insurance authorization experience preferred. Experience working within an FQHC or outpatient clinical setting preferred.
• Knowledge, Skills, And Abilities: Knowledge of referral processes, insurance verification, and prior authorization procedures preferred. Strong organizational, communication, and customer service skills. Ability to prioritize tasks and work efficiently in a fast-paced environment. Ability to maintain confidentiality and professionalism. Proficiency in electronic health records (EHR) systems and general computer applications. Ability to establish effective working relationships with patients, providers, specialty offices, and staff. Ability to communicate effectively both verbally and in writing.