Referral Specialist-Full Time-Days

Facility

Cape Fear Valley Heart and Vascular - Dunn

Location

Dunn, North Carolina

Department

Cape Fear Valley Heart and Vascular - Dunn

Job Family

Clerical

Work Shift

Days (United States of America)

Summary

Obtains and/or verifies demographic, clinical, financial, and insurance information. Validates medical necessity (LMRP/LCD review) of Medicare and Non-Medicare cases to ensure clinical and financial clearance. Obtains and processes signed physician orders/referrals to ensure accurate clinical documentation for care delivery, specialty and outpatient ancillary referrals. In addition, the referral coordinator will conduct online insurance eligibility/benefit verification, obtain pre-certification/authorization, referral clearance and financial education on designated cases. As appropriate; notifies patient/guarantor, specialist, referring provider, etc., with pertinent information, inclusive of, but not limited to clinical documentation, referral status, follow-up, etc.

Major Job Functions

The following is a summary of the major essential functions of this job. The incumbent may perform other duties, both major and minor, that are not mentioned below. In addition, specific functions may change from time to time:

Maintains a working knowledge of the processes for medical administrative personnel, inclusive of comprehension of procedures for internal and external referrals; obtaining and sending protected patient information

Performs insurance eligibility/benefit verification, utilizing a variety of mechanisms and ensure authorization matches test(s)/specialty from referral receipt

Validates medical necessity (LMRP/LCD review) of Medicare and Non-Medicare cases to ensure clinical and financial clearance for service, procedure, or referral

Obtains specialist contact information; prints orders, patient demographic, and provider letter; documents as appropriate in electronic health record (EHR)

Determines proper referral requirements and/or limitations according to requested service, test, or procedure, to include proper identification of emergent referrals

Pre-registers the patient for upcoming visit(s)

Informs patient/guarantor of their liabilities, to include referral approval or denial, and documents appropriately

Sends and/or communicates appointment confirmation to referring office, as well as calls the patient to remind of appointment date, time, location, and preparation for procedures following protocols

Completes appropriate follow-up protocol as determined by leadership, as it relates to number of business days associated with routine and urgent referrals; initiation to completion

Assists insurance companies, physician and physician practices, and or hospital departments with patient information in accordance with HIPAA guidelines

Meets or exceeds accuracy standard goal determined by Patient Access Leadership

Other duties as assigned

Minimum Qualifications

The following qualifications, or equivalents, are the minimum requirements necessary to perform the essential functions of this job:

Education and Formal Training :

High school diploma or equivalent required

Registered or Certified Medical Office Assistant OR 2 years of direct referral experience in lieu of certification required

Licensed Practical Nurse background preferred

Work Experience :

2 years insurance/referral experience within a hospital or medical office setting preferred

Knowledge, Skills, and Abilities Required :

Proficiency in reading, writing, and speaking the English language

Knowledge of insurance and collection of payments

Experience with Microsoft software

Excellent verbal and written communication skills, customer service skills and problem solving abilities

Ability to appropriately handle complexity and stress with the changing needs of the patients, families, visitors, and the Health System

May be required to periodically rotate shifts and regular days off

Flexibility to meet the department hours of operation

Physical Requirements :

Ability to communicate orally, see, and hear to collect information

Dexterity to operate office equipment

Subject to eyestrain due to hours spent looking at monitor screen

Noise level is low to moderate

Answers telephone calls

Uses computer and other business machines extensively

Bends, reaches, pushes and pulls file drawers to file records and reports

Regularly lift or move up to 10 pounds, frequently lift or move up to 25 pounds and occasionally lift or move up to 50 pounds

Required Licenses and Certifications

Cape Fear Valley Health System is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity