REFERRAL SPECIALIST

Summary: This position supports the Organization by functioning as a liaison between patients and health care providers or agencies in assisting, organizing, coordinating, and providing optimal health care service. Reports to: Clinical Systems and Quality Manager Supervises: N/A Dress Requirement: Business casual Work Schedule: Monday through Friday during standard business hours Times are subject to change due to business necessity Non-ExemptJob Duties, these are considered essential to the successful performance of this position: Collects and evaluates information about a patient in regard to opportunities to assist in achieving patient/family need, continuity of care and realistic outcomes Refers and coordinates appropriate processes as assigned Researches, documents and informs co-workers and patients about the available health resources at the local, state and federal levels Notifies the patient of appointments scheduled, makes follow-up calls to specialist to ensure that client attended appointments and reminds provider to submit a Consultation Report Maintains competency in obtaining and inputting medical information to and from clinical and /or other information systems including accessing information as required to complete the referral process Accurately, clearly and efficiently documents actions taken and activities performed Provides continuity of care to each patient and their family members Completes Prior Authorizations/Pre-Certification for procedures for that patients are referrals This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or new ones may be assigned at any time with or without notice Job Qualifications (Experience, Knowledge, Skills and Abilities) Preferred associate degree or higher. Experience with healthcare referrals preferred. Experience with Medical Assisting preferred. Willingness to work with all cultural and socioeconomic groups without judgment or bias Demonstrates ability to cooperatively work/mediate with all age groups and family groups Compliance with the HIPAA law and regulation; ability to confidentially retain information, passing only necessary information to those needed to perform their duty Ability to work with minimal supervision and exercise sound independent judgment Excellent familiarity and application with medical terminology Equipment Operated: Telephone Computer Printer Fax machine Copier Scanner Credit card machine Calculator Other office equipment as assigned Facility Environment: Heart of Ohio Family Health operates in multiple locations, in Columbus, OH area. All facilities have a medical office environment with front-desk reception area, separate patient examination rooms, nursing stations, pharmacy stock room, business offices, hallways and private toilet facilities. All facilities are ADA compliant. The office area is: kept at a normal working temperature sanitized daily maintains standard office environment furniture with adjustable chairs maintains standard office equipment; ie, computer, copier, fax machine, etc. at a normal working height Physical Demands and Requirements: these may be modified to accurately perform the essential functions of the position: Mobility = ability to easily move without assistance Bending = occasional bending from the waist and knees Reaching = occasional reaching no higher than normal arm stretch Lifting/Carry = ability to lift and carry a normal stack of documents and/or files Pushing/Pulling = ability to push or pull a normal office environment Dexterity = ability to handle and/or grasp, use a keyboard, calculator, and other office equipment accurately and quickly Hearing = ability to accurately hear and react to the normal tone of a person's voice Visual = ability to safely and accurately see and react to factors and objects in a normal setting Speaking = ability to pronounce words clearly to be understood by another individual

Created: 2026-03-16