Referral Clerk

Under the direct supervision of the Director of Utilization Management and Referrals, the Referral Clerk processes specialty referral orders by obtaining insurance authorization, attaching clinical documents, and submitting them to specialty offices. This role communicates with patients about referral details and documents actions in the electronic health record, obtains specialist consultation notes, and closes referrals.

The position requires professional, punctual, and cooperative behavior, focusing on high-quality patient care. Essential duties include reviewing referral orders and documents, contacting patients to confirm referrals and appointments, obtaining insurance authorization, submitting documentation to specialists, responding to patient and office inquiries, and completing chart processing tasks as assigned.

The role involves using electronic health record systems and requires adherence to safety policies, HIPAA regulations, and cultural competence in patient interactions. The candidate must demonstrate resourcefulness, independence, attention to detail, professionalism, problem-solving, multitasking, teamwork, and customer service skills.

Candidates should have a high school diploma or GED, with preference for graduates from accredited Medical Assisting programs or certified/registered medical assistants (CMA/RMA), or relevant medical experience. Bilingual skills are strongly preferred.

The physical demands include sedentary work with frequent computer and telephone use, occasional lifting up to 25 pounds, and the ability to work in a fast-paced office setting. A flexible schedule including evenings, weekends, and travel may be required.