Demo

Clinical Services UM Coordinator

PHYSICIANS DATA TRUST
Vista, CA Full Time
POSTED ON 5/24/2026
AVAILABLE BEFORE 7/23/2026


Primary Purpose:

Data input of referral authorization requests received from the Organization's Contracted Providers; generate member notifications as directed. 

Principal Duties and Responsibilities (* = essential functions):

  • Verifies eligibility and benefits for each referral. *
  • Performs data entry of referral authorization requests for primary care visits, specialty consults, diagnostic/outpatient procedures, and admissions approved by the Medical Director. *
  • Tracks and monitors progress of referral requests, responding to requests for additional information to assist the medical director's staff in making a decision. *
  • Primary telephone call process for incoming calls into the Utilization Management Department. *
  • Provides referral and authorization notifications to providers as directed. *
  • Organizes and maintains electronic and hard copy filing systems for authorizations/referrals as directed. 
  • Prepares assigned correspondence and reports and complies with statistical data as directed. 
  • Tracks all types of references on the computer system on a hard copy log and compiles statistics monthly. 
  • Supports and facilitates teamwork within the department/group and the organization. 
  • Obtains CPT procedure codes and ICD-10 diagnosis codes from referring providers to assist with the determination of approval/denial. 
  • Ensures that network providers are utilized. 
  • Handles incoming calls from physicians, ancillary providers, and patients regarding referral authorization requests. 
  • Review file for completeness of required documentation, including but not limited to confirmation of receipt of notification copies of written notification correspondence with members and providers. 
  • Monitors and facilitates requisition requests for home health DME and other services in accordance with benefit guidelines. 
  • Coordinates all out-of-network outpatient specialist referrals with the Medical Director. 
  • Generates all required letters and notifications to patients and providers regarding referral authorizations, medical approval, and medical denial within established timeframes in accordance with policies, procedures, and contractual requirements. 
  • Provide the requested information during the appeals process. 
  • To organize and act promptly on pending denial files/cases to maintain designated turnaround times and physician communication. 
  • To provide information to licensed nursing staff regarding referrals that are 'not a covered benefit' and facilitate denial letters. 
  • To organize, manage, and prioritize workload effectively to process authorization request forms within the established time frame. *
  • To refer appropriate authorization request forms to the IPA case manager based on established criteria. 
  • To educate and inform physicians and their office staff of any changes to the referral process, network changes, or other information about the referral process. 
  • Assist other departments in creating denial documentation during the appeals process. 
  • Document denial and denial rationale in data management systems. *
  • Maintains/updates all required reporting for referrals/authorizations. 
  • Complete other duties and special projects as assigned. 
  • Ensure all required work is completed on time by the end of each shift. 
  • Participates in scheduled departmental/group meetings. 
  • Represents the department/group and organization professionally and positively. 
  • To perform other duties as assigned. 

Job Specifications (KSAs):

  • Six months of experience in the medical field, either in a hospital, clinical, or insurance setting, that includes experience with computers.
  • The ability to read, write, and speak English and perform other basic educational skills, as is generally obtained by completing High school or a GED equivalent.
  • Bilingual English/Spanish preferred.
  • Clear and accurate knowledge of medical terminology; managed care experience and knowledge preferred.
  • Working knowledge & expertise of ICD-10 & CPT-4 codes.
  • Demonstrated computer literacy. Excel experience helpful.
  • Excellent communication skills in both oral and written modes, as well as superior telephone etiquette.
  • Excellent Customer Service experience and proficiency required.

Pay Range $18 - $27.00 hourly DOE.





Salary : $18 - $27

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