Referral Specialist Job Description Sample Template
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This free Referral Specialist job description sample template can help you attract an innovative and experienced Referral Specialist to your company. We make the hiring process one step easier by giving you a template to simply post to our site. Make sure to add requirements, benefits, and perks specific to the role and your company.
Referral Specialist Job Summary
We are seeking a motivated, self-starting individual to join our clinic as a Referral Specialist. As part of our team, you process insurance authorizations, answer phones, maintain and update health care records, and perform data entry. This position requires a highly organized professional with excellent customer service skills and phone etiquette. Our ideal candidate also has prior experience within a medical office and knowledge of medical terminology.
Referral Specialist Duties and Responsibilities
- Answer phones, confirm appointments and address patient questions
- Process insurance authorizations and update patient records
- Provide customer service to walk-in patients, directing them to the appropriate area or resource
- Verify eligibility benefits
- Data entry of medical records and patient information
Referral Specialist Requirements and Qualifications
- A high school diploma or GED certificate (preferred)
- At least two years of experience in a medical office or similar setting
- Accurate typing and data entry skills
- Superb customer service and communication skills
- Knowledge of HIPAA requirements regarding patient confidentiality
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