Referral Specialist
Core
Manages the end-to-end referral process for patients, ensuring accurate intake, triage, scheduling, and coordination between referring providers and clinical teams.
Role type
Patient Access Referral Specialist
Builds
Patient appointment schedules and referral workflows for outpatient clinics
Domain
Healthcare / Ambulatory Care
Required skills
Medical terminology, Insurance authorization verification, EHR documentation, Triage guidelines, Appointment scheduling, Patient communication, Data entry accuracy, Prior authorization management
Preferred skills
Spanish language proficiency, Cultural awareness, Medical record operations knowledge
Responsibilities
Review incoming referrals for completeness and accuracy; Determine triage and escalation needs; Schedule appointments and manage prior authorizations; Document all interactions in the EHR; Coordinate with referring providers and patients; Monitor work queues and clinic schedules.
Seniority
Individual Contributor, operational level