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Secretary I - Referral Coordinator

Pinehurst Surgical Clinic
San Jose, CA Full Time
POSTED ON 11/26/2025 CLOSED ON 12/25/2025

What are the responsibilities and job description for the Secretary I - Referral Coordinator position at Pinehurst Surgical Clinic?

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Job Type

Full-time

Description

The Secretary I provides essential clerical support to ensure smooth and efficient department operations. This role may include a variety of tasks outlined in this position description and provides support either directly to the department or to the primary secretary assigned to a physician.

Telephone & Fax Management

  • Answer calls promptly using approved scripting
  • Assist patients and route clinical questions per policy
  • Communicate urgent requests to clinical staff via approved methods
  • Return calls within one business day: urgent calls immediately
  • Deliver accurate messages and process referring physician requests
  • Handle incoming and outgoing faxes daily

Patient Registration & Scheduling

  • Verify or enter demographic and insurance details
  • Register patients via portal tasks
  • Process referrals per clinic policy and insurance requirements
  • Confirm insurance coverage and schedule appointments
  • Provide directions and preparation details to patients
  • Document no-shows and cancellations in patient charts

Pre-certifications

  • Verify insurance information and eligibility
  • Complete benefit forms accurately
  • Contact insurance carriers online or by phone
  • Forward benefit forms to financial counselors and assist patients as needed

Coverage for Secretary II

  • Schedule and order tests/procedures
  • Obtain pre-certs and referrals
  • Enter charges into the system

ORGANIZATIONAL RELATIONSHIPS

Accountable to Department Manager

Requirements

Preferred Qualifications

  • Two years of experience in a medical setting
  • Associate degree in Medical Office Administration or related field
  • Knowledge of ICD-10 and CPT-4 coding
  • Proficiency with Microsoft Office Suite
  • Ability to communicate effectively and interact sensitively with patients

Personal Characteristics

  • Strong interpersonal skills
  • Highly organized and detail-oriented
  • Maintains confidentiality at all times
  • Demonstrates a service-oriented approach
  • Works accurately and methodically

Salary.com Estimation for Secretary I - Referral Coordinator in San Jose, CA
$51,758 to $62,785
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