Pt Svc Surgery Referral Coord

Overview

Job Summary
Handles patient appointments and referrals in a medical setting, providing excellent customer service to patients and referring practices. Ensures accurate messaging, processes requests efficiently, and uses proper phone etiquette. Manages incoming referrals through multiple platforms such as EPIC, phone, or fax.

Education/Experience

• High school diploma or GED.
• One year of office or customer service experience in a high-volume, fast-paced environment.
• Knowledge of medical terminology and insurance requirements preferred.

Licensure/Certification

• Must pass a data entry test.

Essential Functions

1. Acts as a liaison between scheduling, clinics, and referring practices.
2. Uses computer systems to schedule, update, and cancel appointments.
3. Coordinates patient care and communicates effectively with clinical departments.
4. Works with physicians, nurses, and external labs to ensure necessary tests are completed.
5. Coordinates testing and surgeries based on urgency, equipment, and availability.
6. Enters insurance details in EPIC and handles benefit verification.
7. Ensures accuracy of registration and billing information.
8. Collaborates with coworkers to meet department goals.
9. Assists in the completion of forms and documentation for insurance.
10. Helps develop and implement customer service improvements.
11. Updates physician schedules and manages clinic templates.

Skills/Qualifications

• Strong communication skills.
• Ability to multitask and solve problems under pressure.
• Positive attitude in demanding situations.
• Maintains professional relationships with patients, physicians, and coworkers.

Work Environment

• Medical office environment.

Physical Requirements

• Standing, walking, sitting, and bending.
• Must lift up to 20 lbs.