Referral Coordinator (Finance)
Utilize practice management software to perform his/her specific duties
Respond timely to live calls and messages retrieved from multiple voicemail boxes
Will make, cancel or reschedule appointments for new patients, assumed care and second opinion patients
Create and update new patient account information in the practice management system as necessary
Maintain a caring, cooperative and understanding demeanor to affect company values and promote a patient centric atmosphere.
Update departmental logs for new patient processes
Follow communication protocol in scheduling all new patient appointments including assumed care patients with physician approval
Return patient initiated messages regarding appointments in an acceptable time frame
Organize electronic patient records based on referral status and import into the EMR
Notify Team Lead or Operations Manager of issues interfering with department operations
Relay information regarding the patient portal and assist in resolving portal issues
Maintain a good working relationship with all other departments
Will act as backup to Operator
Performs other duties as required and assigned by the Operations Manager.
Follows all applicable department and practice policies and procedures
Maintains patient confidentiality; complies with HIPAA privacy and confidentiality guidelines established by the practice
Maintains detailed knowledge of practice management and other computer software as it relates to job function
Attends all regular meetings
Performs other duties as required and assigned by the Operations Manager or Team Lead
Typical Physical Demands
The employee is required to sit for prolonged periods of the time and must be able to use hands and fingers to handle and to feel and arms to reach. The employee must be able to talk on the phone, hear and listen and be understood by the majority of the public. The employee may be occasionally required to stand and walk. The employee must be able to lift/and or move up to 10-15 pounds.
Typical Working Conditions
Work is performed in an office environment. Work involves frequent contact with staff, patients, and the public. Work may be stressful at times. Contact may involve dealing with angry or upset people.