PrimeCARE Level-One Referral Coordinator Job Description

Referral Coordinators are expected to work as an integral part of the PrimeCARE team, helping to provide quality care to our patient in a time-appropriate manner. The following are the responsibilities, requirements, and expectations of a PrimeCARE Referral Coordinator:

Responsibilities
Primary Level One Job-Specific Duties

• Review outgoing pending referrals to ensure correlating records are received from specialist appointments
• Request records via phone or fax from outside facilities to complete the circle of care in outgoing referrals
• Access the fax inbox to retrieve referral requests and records for referrals
• Handle an appropriate quantity of work while doing a quality job
• Practice excellent telephone etiquette
• Use resourcefulness in problem-solving, staying organized amongst competing priorities
• Maintain compliance with HIPAA/OSHA rules and regulations; completing annual training in a timely manner

Assisting Level Two Job-Specific Duties

• Initiate, track, and appropriately document referrals/appointment requests, following up on pending referrals
• Assemble information concerning the patients clinical background and provide that information to appropriate requesting specialists and/ or facilities
• Ensure that referrals are addressed in a timely manner and that all effort has been made to ensure patient notification of scheduled appointments
• Review Telephone Encounters and contact patients when necessary
• Review details and expectations about the referral to the patient

Set others up for Success

• Anticipate, listen and respond to customer needs in a courteous, tactful, manner
• Follow up and provide feedback in a timely and respectful manner
• Demonstrate conservation and responsible use of resources; treat property with respect
• Maintain composure, great attitude, and moral integrity under pressure
• Communicate effectively and work cooperatively with team members, vendors, and patients
• Present a positive image of PCMC through professional appearance and behavior

Inspire Others: Don’t just bring your best game, bring others’ best games

• Follow up and provide feedback in a timely and respectful manner
• Demonstrate conservation and responsible use of resources; treat property with respect
• Maintain composure, great attitude, and moral integrity under pressure
• Communicate effectively and work cooperatively with team members, vendors, and patients
• Present a positive image of PCMC through professional appearance and behavior

Take initiative: Action is better than inaction; see a problem, do something about it – we trust you

• Follow up and provide feedback in a timely and respectful manner
• Demonstrate conservation and responsible use of resources; treat property with respect
• Maintain composure, great attitude, and moral integrity under pressure
• Communicate effectively and work cooperatively with team members, vendors, and patients
• Present a positive image of PCMC through professional appearance and behavior

Innovate: Bring ideas, embrace change

• Follow up and provide feedback in a timely and respectful manner
• Demonstrate conservation and responsible use of resources; treat property with respect
• Maintain composure, great attitude, and moral integrity under pressure
• Communicate effectively and work cooperatively with team members, vendors, and patients
• Present a positive image of PCMC through professional appearance and behavior

Requirements

• High school diploma or equivalent
• Excellent customer service skills
• Outstanding communication skills
• Ability to read, write, and speak English according to proper grammar rules
• Patience, sound judgment, and discretion in dealing with confidential information
• Organization and multitasking skills
• Experience with computer data entry
• General knowledge of MS Office

Working hours/schedule requirements

• Clinic Hours: Generally, Monday – Friday 8 AM – 5 PM, Unless otherwise specified
• FT: Work a minimum of 30 hours per week, up to 40 or above, depending on clinic needs.

Preferred:

• Knowledge of EHR systems
• Experience as a medical receptionist or similar position
• Knowledge of medical terminology, regulations, and medical office procedures

Working Conditions, Physical Requirements while performing the responsibilities of the job, these work environment characteristics are representative of the environment the job holder will encounter:

• Low-traffic work area, high level of patient and employee interaction
• Quiet to moderate noise levels from electronic/machine, telephone, and vocal noise
• Limited to moderate risk of occupational exposure to blood-borne pathogens and other potentially infectious materials
• Very occasional exposure to moving mechanical parts (i.e., fax machine toner cartridge replacement, etc.)
• Employee will be required to speak to and listen to others
• Employees will be required to process, remember, and comply with changes in processes and protocols with or without warning
• Majority of time may be spent sitting in front of a computer, using hands and fingers to perform job tasks; some reaching is required; many job functions require repetitive motion
• Vision abilities required to perform this job include close vision and peripheral vision
• Employees will rarely be asked to lift anything above 25lbs
• Attendance will be required at staff meetings on a monthly basis outside of regular working hours (generally, early morning)
• Travel may occasionally be required to attend meetings or to cover for teammates at other locations (generally, at other PrimeCARE clinic locations)
• Employees are strongly encouraged to attend non-mandatory company events for marketing and team-building.
• Reasonable accommodations may be made to enable people with disabilities to perform the job essential functions.

This job has no supervisory responsibilities. Employees in this position will report to the Corporate Support Manager. Supervision is
minimal to moderate and employees are expected to help each other comply with policies and procedures.