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60356 - Referral Specialist

Welcome! We’re excited you’re considering an opportunity with us! To apply to this position and be considered, click the Apply button located above this message and complete the application in full.  Below, you’ll find other important information about this position. 

Collects comprehensive detailed patient medical information, determining the need for nursing intervention and expediting care for those deemed urgent, interpreting and applying polices and procedures, providing financial education to customers regarding benefits to assist in their understanding of personal financial liability, and obtaining insurance verification and pre-certification. Coordinates single case agreements and third party payer contracts, schedules appointments, tests and intervenes across multiple departments, clinics, and private medical offices. Coordinates medical information, records and films for upcoming appointments. Communicates patient status with internal and external providers. Answers patient phone calls and addresses concerns and needs.

MINIMUM QUALIFICATIONS:

EDUCATION, CERTIFICATION, AND/OR LICENSURE:

1. High School or Equivalent

EXPERIENCE:

1. Two years of clinical or customer service experience

PREFERRED QUALIFICATIONS:

EXPERIENCE:

1. Three years of experience with direct customer service

CORE DUTIES AND RESPONSIBILITIES: The statements described here are intended to describe the general nature of work being performed by people assigned to this position.  They are not intended to be constructed as an all-inclusive list of all responsibilities and duties.  Other duties may be assigned

1. Captures complete and accurate patient information for medical triage of all spine referrals demonstrating understanding and skill in use of the Cordata software and of practice and physician protocols

2. Effectively identifies and processes urgent patients

3. Identifies patients requiring pre-certification or pre-authorization at the time outpatient services are requested

4. Obtains external medical records and transfers them to HIM and Cordata for medical review

5. Obtains demographic/billing/insurance information from patient/family/legal guardian and enters into the registration/billing systems for service and claim processing

6. Contacts pre-certification/insurance company to determine eligibility and benefits for requested services, as applicable

7. Advises the patient, referring physician, insurance company or provider of insurance coverage issues and customer financial responsibility

8. Obtains Workers Compensation authorization through the physician of record. Assists in completion of appropriate paperwork and documents authorization/certification numbers in the registration/billing systems and Cordata

9. Refers WVU Cares /self-pay patients to the financial counselor to determine eligibility, and to resolve questions regarding payment for treatment

10. Utilizing Epic, schedules clinic appointments with appropriate department as recommended

11. Communicates appointment date/time, directions and pre-procedure instructions with patient

12. Flags patient accounts for special notifications and informs clinic of necessary assistive devices for appointment

13. Explains insurance and payment requirements to patient

14. Receives, responds and attempts to resolve patient and referring physician/office needs and complaints appropriately and in a timely manner

15. Accurately moves patients through all stages of medical triage in Cordata system to ensure appropriate and timely care

16. Communicates patient needs and flow through the medical triage process via letter or Epic messages

17. Accurately records referring physician/office information in Cordata and submits updates/corrections to the Referring Physician Database via Ruby-on-Line as appropriate

18. Identifies duplicate Epic files and addresses issue with HIM

19. Participates in performance improvement (i.e. follows established work systems, identifies deviations or deficiencies in standards/systems/processes and communicates problems to manager or director)

20. Participates in educational programs to meet mandatory requirements and identified needs with regard to job and personal growth

21. Attends departmental meetings and/or documents review of meeting minutes

PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

1. Frequent walking, sitting, stooping, reaching, pushing, pulling, lifting, grasping and feeling are necessary body movements utilized in performing duties throughout the work shift

2. Must be able to sit for extended periods of time

3. Must have reading and comprehension ability

4. Visual acuity must be within normal range

5. Must be able to communicate effectively

6. Must be able to exert in excess of 50 pounds of force occasionally to move objects

7. Must have manual dexterity to operate keyboards, fax machines, telephones and other business equipment

WORKING ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

1. Office type environment

SKILLS AND ABILITIES:

1. Communicates effectively verbally and in writing and places high emphasis on customer service with referring physicians/offices and patients.

2. Demonstrates flexibility to meet the needs of department or hospital in regard to changes in work volume, planned change, scheduling changes and emergency call-backs (i.e. weather or disaster)

3. Working knowledge of computers

4. Basic knowledge of medical terminology preferred

5. Basic knowledge of third party payers preferred

6. Excellent customer service and telephone etiquette

7. Must demonstrate the ability to use tact and diplomacy in dealing with others

Additional Job Description:

Scheduled Weekly Hours:

40

Shift:

Exempt/Non-Exempt:

United States of America (Non-Exempt)

Company:

THOM Thomas Hospitals

Cost Center:

550 THSP Scheduling Call Center

Address:

333 Laidley Street

Charleston

West Virginia

WVU Medicine is proud to be an Equal Opportunity employer. We value diversity among our workforce and invite applications from all qualified applicants regardless of race, ethnicity, culture, gender, sexual orientation, sexual identity, gender identity and expression, socioeconomic status, language, national origin, religious affiliation, spiritual practice, age, mental and physical ability/disability or Veteran status.
 

Average salary estimate

$45000 / YEARLY (est.)
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$40000K
$50000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About 60356 - Referral Specialist, WVU Medicine

Are you ready to join a team dedicated to making a difference in patient care? As a Referral Specialist at THOM Thomas Hospitals, you will play a crucial role in our healthcare system by collecting and managing comprehensive patient medical information. You'll determine the urgency of care needed, ensuring that patients receive the right interventions quickly. Your exceptional communication skills will shine as you liaise between patients, medical providers, and insurance companies, guiding individuals through complex processes. Not only will you schedule appointments and tests, but you'll also handle important insurance verifications and pre-certifications. With a foundation in customer service and at least two years of experience, you'll thrive in an environment that prioritizes teamwork and patient advocacy. We do appreciate a proactive approach, so demonstrating knowledge of medical terminology and familiarity with software like Cordata is a plus! If you're looking for a fulfilling role that blends administrative duties with patient interaction in the United States, we encourage you to apply. Feel the satisfaction of knowing that your work directly impacts the healthcare journey of others while growing your expertise in a supportive atmosphere. Join us in providing outstanding quality care at THOM Thomas Hospitals!

Frequently Asked Questions (FAQs) for 60356 - Referral Specialist Role at WVU Medicine
What responsibilities does a Referral Specialist at THOM Thomas Hospitals have?

As a Referral Specialist at THOM Thomas Hospitals, you will be responsible for collecting detailed patient medical information, determining the need for nursing intervention, and expediting care for urgent cases. Additionally, you'll coordinate appointments, insurance verifications, and communicate patient needs with healthcare providers.

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What qualifications are needed to become a Referral Specialist at THOM Thomas Hospitals?

To qualify for the Referral Specialist role at THOM Thomas Hospitals, candidates must have at least a high school diploma or equivalent and a minimum of two years of clinical or customer service experience. Preferred qualifications include three years of direct customer service experience and familiarity with medical terminology and software systems.

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How does the Referral Specialist contribute to patient care at THOM Thomas Hospitals?

The Referral Specialist at THOM Thomas Hospitals enhances patient care by collecting accurate medical information, scheduling necessary appointments, and facilitating communication between patients and medical teams. This role ensures that patients receive timely and effective interventions, establishing a seamless care process.

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What software skills are beneficial for a Referral Specialist at THOM Thomas Hospitals?

A Referral Specialist at THOM Thomas Hospitals should have a working knowledge of computer systems, and familiarity with software like Cordata and Epic can significantly enhance your efficiency. Understanding medical record management is also beneficial for success in this role.

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What is the work environment like for a Referral Specialist at THOM Thomas Hospitals?

The work environment for a Referral Specialist at THOM Thomas Hospitals is office-based, where you will engage with a range of medical personnel and patients daily. Flexibility and effective communication are essential traits, as you will be adapting to diverse tasks and interactions in a supportive healthcare setting.

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Common Interview Questions for 60356 - Referral Specialist
Can you explain how you would handle an urgent patient referral as a Referral Specialist?

When presented with an urgent referral, prioritize patient assessment to gather critical information promptly. Communicate directly with nursing staff and use the Cordata software effectively to fast-track the necessary interventions. Demonstrating your quick-thinking problem-solving skills will leave a great impression!

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How do you ensure proper communication with patients and their families regarding insurance matters?

I believe clarity is vital. I would patiently explain insurance benefits and patient responsibilities, ensuring they fully understand their financial obligations. Using simple language and confirming understanding gives them confidence and reassurance.

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What experience do you have with coordinating between multiple departments?

I have hands-on experience working collaboratively across departments to schedule tests and appointments while ensuring all medical records are transferred efficiently. Clear communication and strong organizational skills have proven essential in managing these processes.

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How do you approach a situation where a patient is confused about their insurance coverage?

I would approach this situation with empathy and patience. First, I would listen to their concerns and then provide a clear and concise explanation of their coverage and financial responsibilities. Demonstrating understanding and offering assistance in navigating their coverage options can significantly impact their experience.

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What steps would you take to collect and verify patient demographic information effectively?

I would create a structured approach to gather all necessary demographic information, ensuring accuracy through the use of registration systems. Verification can be done by cross-referencing information with insurance databases and following established protocols in our systems.

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Can you describe how you stay organized when managing multiple referrals at once?

Staying organized involves using task management tools effectively, prioritizing based on urgency, and maintaining clear communication channels. I also find it helpful to set reminders for follow-ups and regularly review my workload to ensure nothing falls through the cracks.

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What is your experience with pre-certifications and how do you handle them?

I have acquired substantial experience in managing pre-certifications. When handling them, I carefully check eligibility and benefits with insurance providers, and communicate clearly with patients regarding any required documentation to ensure a smooth approval process.

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Describe a time when you resolved a complex issue between a patient and a provider.

In a previous role, I facilitated communication between a patient and a provider who had misunderstandings about treatment options. I set up a call to clarify their concerns and ultimately bridged the gap to find a solution that met both parties' needs, showcasing my mediation skills.

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How do you prioritize tasks in a busy call center environment?

Prioritization in a busy environment comes down to assessing urgency and impact. I prioritize based on who requires immediate attention and ensure I allocate time effectively while staying focused on delivering quality service.

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What do you believe is the most critical skill for a Referral Specialist?

I believe the most critical skill for a Referral Specialist is effective communication. Being able to convey information clearly and empathetically is essential for building trust with patients and ensuring seamless coordination with healthcare providers.

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Full-time, on-site
DATE POSTED
April 2, 2025

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