Methodist Health System

Nonprofit, faith-based integrated health system

Methodist Transplant Specialists Referral Specialist

Clinical Support & Patient AdministrationPosted on Nov 11

Full-timeDallas, TX, USANo salary listedHybrid

About the Job

Requirements

High school graduation or GED is required.
Familiarity with health insurance verification, referrals and prior authorizations, managed care guidelines such as Medicare and Medicaid rules, and healthcare revenue cycle processes.
Ability to work on discrete tasks in a high-volume, high-pressure environment.
Good judgment and a professional demeanor are required.

Responsibilities

Support all Methodist Transplant Specialists clinics with referral management, including processing incoming referrals and outgoing referral requests for established patients.
Serve as a reserve point of contact for the clinics regarding incoming and follow-up calls related to care coordination, and liaise between patients and clinical support staff.
Provide customer service while handling multiple tasks, researching information, resolving customer issues, and identifying and escalating priority tasks according to department workflows.
Complete urgent and non-urgent referral processes, applying the workflow processes for established patient referrals.
Complete requested patient referrals within established time frames and interact with office management, specialist staff, and insurance companies to process physician referral requests accurately and efficiently.
Coordinate referral management efforts, verify that patients have scheduled appointments with specialty providers, and provide specialists with patient addresses, phone numbers, and authorization referral forms as needed.
Fax completed specialist referral forms, patient demographics, and other needed information to primary care physicians or patient service consultants as directed.
Document patient and physician encounters in the electronic medical record (EMR), log referrals in the EMR, and monitor their status for timely completion.
Make outbound calls as needed to complete assigned referral tasks.
Serve as a reserve point of contact at the Methodist Transplant/Liver Institute for incoming calls, appointment scheduling, and follow-up calls related to care coordination.
Maintain confidentiality and work toward first-call resolution.
Screen calls, take messages when applicable, and convey information to appropriate parties according to department workflows.
Comply with MTS administrative workflows and organizational and Med-Health policies and procedures.
Communicate issues or delays that may affect patient care quality or customer service to management.
Participate in continuing education and other applicable activities to maintain professional competence, including team huddles and meetings.
Collaborate with department members to support high-quality patient care and staff cooperation.
Perform other tasks as assigned by management.
After at least six months in the clinic and completion of training, work from home may be available if the employee demonstrates high competency and can operate independently.

Desired Qualifications

Two or more years of professional medical knowledge in a practice setting is preferred.
Bilingual ability is a plus.

Hours of Work :

Days Of Week :

Work Shift :

8X5 Day (United States of America)

Job Description :

Your Job:
The Referral Specialist will support all Methodist Transplant Specialists clinics with referral management, which may include processing all incoming referrals and outgoing referral requests for our established patient population. Furthermore, the specialists serve as a reserve point of contact for the MTS clinics regarding incoming and follow-up calls related to care coordination. You will serve as a liaison between patients and clinical support staff.

Your Job Requirements:

• High School Graduation or GED required.
• 2+ years of professional medical knowledge in a practice setting is preferred. Bilingual is a plus.

• Familiarity with health insurance verification, referrals/prior authorizations, managed care guidelines (e.g., Medicare/Medicaid rules), and healthcare revenue cycle processes
• Candidate must be able to work on discrete tasks in a high-volume, high-pressure environment.
• Good judgment and professional demeanor are a must.

Your Job Responsibilities:

• Offer exceptional customer service while performing tasks professionally and with a positive attitude. Have the ability to handle multiple tasks. Must be able to research required information using available resources. Capable of handling and resolving customer issues. Must be able to identify and escalate priority tasks per department workflows.

• Demonstrates the ability to complete both urgent and non-urgent referral processes. This includes, but is not limited to, an excellent working knowledge of the workflow processes required to complete established patient referrals.

• Ensures all requested patient referrals are completed within the established department time-frame criteria. Interacts with office management, specialist staff, and insurance companies to accurately and efficiently process physician referral requests and provide high-quality patient care.

• Coordinates the efforts of the referral management department, verifies patients have scheduled appointments with the specialty providers, and provides patient addresses, phone numbers, and authorization referral forms to specialists as necessary.

• Faxes (eFax) completed specialist referral forms, patient demographics, and any additional information needed to primary care physicians or patient service consultants as necessary and directed.

• Documents all encounters with patients and physicians within the EMR system. Logs all referrals into the EMR system and monitors status to ensure timely completion.

• Makes outbound calls as needed to complete assigned tasks related to referrals.

• Serves as reserve point of contact at the Methodist Transplant/Liver Institute regarding incoming calls, appointment scheduling, and follow-up calls related to care coordination.

• Maintains the strictest confidentiality while attempting to provide first-call resolution.

• Screens calls, takes messages when applicable, and conveys information to appropriate parties per department workflows.

• Complies with all administrative workflows of the MTS department. Maintains and follows all policies and procedures of the organization and those specific to Med-Health.

• Communicates with management about any issues or delays impacting patients' quality of care and customer service.

• Willingly participates in continuing education and other applicable activities to maintain professional competence, including team huddles and meetings.

• Works collaboratively with other department members to cultivate a team approach focused on achieving the highest quality patient care and staff cooperation.

• Performs other tasks as assigned by management.

• Remote Position: After spending at least 6 months in the clinic and completing the training period, the employee may be deployed to work from home. The employee must be able to demonstrate high competency and operate independently.

Methodist Medical Group is the North Texas physician organization affiliated with Methodist Health System. Our fast-growing network of providers includes more than 92 MMG ambulatory clinics, an urgent care clinic, and a virtual care service known as MethodistNOW. Our employees enjoy not only competitive salaries but also the outstanding benefits package of Methodist Health System, which includes medical, dental, and vision insurance; a matched retirement plan; an employee wellness program; and more. The opportunities for career growth are equally generous. Our affiliation means being part of an award-winning workplace:

Newsweek’s America’s Most Admired Workplaces 2026
Glassdoor’s Best-Led Companies 2025
Fortune’s Best Workplaces in Health Care 2025
Great Place to Work Certified 2026-2026
Glassdoor’s Best Places to Work 2025
TIME’s Best Companies for Future Leaders 2025
Military Friendly – Gold Employer 2025
Newsweek’s America’s Greatest Workplaces for Mental Well-Being 2025
Becker’s Healthcare Top Places to Work in Healthcare 2025
Newsweek’s Greatest Workplaces 2025

About the Company

Methodist Health System

Nonprofit, faith-based integrated health system

Methodist Health System operates a nonprofit, faith-based network of hospitals and physician clinics across Dallas-Fort Worth, offering primary care, cardiology, orthopedics, women's health, gastroenterology, and emergency care. Its network includes several medical centers and Methodist Medical Group's clinics. What sets Methodist Health System apart is its covenant tie to the North Texas Conference of the United Methodist Church and its sizable charity care commitment. The goal is to improve and save lives through compassionate, quality healthcare.

Company size: Not listed
Company stage: Not listed
Total funding: Not listed
Headquarters: Not listed
Founded: Not listed

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