What are the responsibilities and job description for the Referral Specialist position at Carolina Asthma And Allergy Center?
General Summary: A nonexempt position responsible for incoming referrals and making appointments for patients following medical practice procedures. Tasks may be integrated into another position.
Essential Job Responsibilities:
- Entering all incoming referrals through Fax, EHR, Rosetta, etc.
- Utilize Phreesia system to track incoming referrals and update patient status.
- Create patient chart in Nextgen.
- Calling all referred patients to schedule.
- Updating the referring provider with referral status in a timely manner.
- Responsible for taking calls in the queue if there are 10 or more calls holding.
- Answers all incoming patient and provider calls in a timely, professional, accurate, and efficient manner in accordance with company and government guidelines and handles accordingly.
- Ensure proper authorization/referrals are on file, prior to scheduling appointment.
- Schedules appointments for patients either by phone, online, or email.
- Schedules urgent/same day appointments with the physician assistance or physician other than their primary allergist.
- Uses EPM system within the NextGen system to match physician/clinician availability with patient’s preferences in terms of date, time, and location.
- Provides patients with accurate helpful information and guidance regarding Allergy and Asthma Procedures.
- Reviews MD schedules regularly and works to ensure doctors maintain a full schedule.
- Ensures that updates (e.g., cancellations or additions) are input daily into physicians schedules.
- Notifies Patient Services Specialist of same day and next day cancellations or additions to the physician’s schedules.
- Communicates and provides feedback as needed with Supervisor about any patient concerns/issues related to scheduling and system problems.
- Uses customer service principles and techniques to deal with patients calmly and pleasantly.
- Retrieves and processes referrals daily from our referring physicians.
- Works closely with the referral coordinator to ensure all referrals are processed in a timely manner.
- Contacts referred patients directly to schedule appointments based on patient and physician preferences.
- Occasional overtime may be required.
- Other duties as assigned.
- All aspects of Patient Attendant position to include but not limited to- answering incoming calls, scheduling appointments and tasking the clinical staff.
Education: High school diploma.
Experience: Minimum one year of experience in an appointment scheduling position, preferably in a medical practice setting.
