The Referral Representative is responsible for assisting with patient referrals. Description of Primary Responsibilities 1. Responsible for assisting patients with the completion of referrals including multiple service lines. 1. Coordinates and communicates with various insurance carriers to obtain necessary pre-authorizations for patients to receive needed specialty services. 2. Appropriately verifies patient eligibility to determine the best options for specialty access. 3. Coordinates, communicates and schedules patient appointments with external and internal specialists and provides communication to the patients regarding the process and referral status. 4. Ensures proper use of CPT and current ICD-10 codes to meet the requirements of third party payers and specialty offices to ensure minimal delay in securing referral appointments or pre-authorizations. 5. Prepares comprehensive referral packet, including referral order, pre-authorization paperwork, patient demographics, eligibility verification, primary care provider notes, diagnostics and/or lab work pertinent to the specialty referral. 6. Submits required referral packet and documentation to the specialist to ensure timely processing of the referral. 7. Ensures the efficient and timely processing of open referrals, including facilitating missing information, and that all referrals are appropriately closed and communicated to provider team. 8. Addresses incoming calls and questions from patients and specialists regarding referral orders, care coordination and ensures the appropriate follow up is completed. 9. Coordinates surgeries with designated hospitals, specialists and patients. Obtains hospital pre-admission from the various health insurances and health plans. 10. Responsible for submitting referral activity reports to supervisor. 2. Responsible for utilizing the electronic health record system to obtain and document necessary information. 1. Monitors assigned worklist throughout the day to capture referral requests in real time and organize workload based on acuity. 2. Documents all referral processing activity, including interactions with patients, providers and specialists. 3. Utilizes third party payer/insurance portals appropriately to ensure adequate processing of referral orders. 4. Follows-up on completion of the entire referral process, including closing referrals. 5. Provides orientation on the referral process to new providers and periodic in-services to existing providers and staff regarding referral process. 6. Assists with process analysis feedback to streamline internal referral processes. 7. Achieves specific referral productivity metrics. 3. Performs other duties as assigned.
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Career Level
Entry Level
Education Level
High school or GED
Number of Employees
251-500 employees