Full-Time

Referral Specialist

Posted on 9/16/2025

WVUMedicine

WVUMedicine

No salary listed

Charleston, WV, USA

In Person

Category
Customer Experience & Support (2)
,
Required Skills
Customer Service
Requirements
  • High School or Equivalent
  • Two years of clinical or customer service experience
  • Communicates effectively verbally and in writing and places high emphasis on customer service with referring physicians/offices and patients.
  • Demonstrates flexibility to meet the needs of department or hospital in regard to changes in work volume, planned change, scheduling changes and emergency call-backs (i.e. weather or disaster)
  • Working knowledge of computers
  • Excellent customer service and telephone etiquette
  • Must demonstrate the ability to use tact and diplomacy in dealing with others
Responsibilities
  • Captures complete and accurate patient information for medical triage of all spine referrals demonstrating understanding and skill in use of the Cordata software and of practice and physician protocols
  • Effectively identifies and processes urgent patients
  • Identifies patients requiring pre-certification or pre-authorization at the time outpatient services are requested
  • Obtains external medical records and transfers them to HIM and Cordata for medical review
  • Obtains demographic/billing/insurance information from patient/family/legal guardian and enters into the registration/billing systems for service and claim processing
  • Contacts pre-certification/insurance company to determine eligibility and benefits for requested services, as applicable
  • Advises the patient, referring physician, insurance company or provider of insurance coverage issues and customer financial responsibility
  • Obtains Workers Compensation authorization through the physician of record. Assists in completion of appropriate paperwork and documents authorization/certification numbers in the registration/billing systems and Cordata
  • Refers WVU Cares /self-pay patients to the financial counselor to determine eligibility, and to resolve questions regarding payment for treatment
  • Utilizing Epic, schedules clinic appointments with appropriate department as recommended
  • Communicates appointment date/time, directions and pre-procedure instructions with patient
  • Flags patient accounts for special notifications and informs clinic of necessary assistive devices for appointment
  • Explains insurance and payment requirements to patient
  • Receives, responds and attempts to resolve patient and referring physician/office needs and complaints appropriately and in a timely manner
  • Accurately moves patients through all stages of medical triage in Cordata system to ensure appropriate and timely care
  • Communicates patient needs and flow through the medical triage process via letter or Epic messages
  • Accurately records referring physician/office information in Cordata and submits updates/corrections to the Referring Physician Database via Ruby-on-Line as appropriate
  • Identifies duplicate Epic files and addresses issue with HIM
  • Participates in performance improvement (i.e. follows established work systems, identifies deviations or deficiencies in standards/systems/processes and communicates problems to manager or director)
  • Participates in educational programs to meet mandatory requirements and identified needs with regard to job and personal growth
  • Attends departmental meetings and/or documents review of meeting minutes
Desired Qualifications
  • Three years of experience with direct customer service
  • Basic knowledge of medical terminology preferred
  • Basic knowledge of third party payers preferred

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