Position Summary
The Medical Assistant - Referral Clerk has dual role in supporting back office clinical and administrative operations to ensure
smooth and efficient processing of patient healthcare. Administrative duties include verifying eligibility, checking benefits,
documenting physician direct referrals and pre-authorizations of certain services (via phone, fax or e-mail), scheduling
appointments with specialist and other community resources as instructed by primary care provider. Clinical duties include
back office processing and patient care-related services under the direction of the professional staff.
Schedule:
Flexible, may require some evening and weekends
Duties and Responsibilities
Process HMO, CPE, CPSP, and other specialty referrals
Completion of authorization request form
Fax or email referral request to respective IPA/Health Plan, County and etc. along with the required pertinent
information to support the request.
Notify patients (if necessary) regarding authorization decision; approved or denied
Schedule appointments with Specialists and notify patients
Follow up status on referrals for completion
No show / reschedule
Follow-up visit(s) either with Specialist or PCP
Consultation Reports
Responsible for filing completed referral forms in the patient medical record
Maintain referral logs per financial class, i.e., HMO, etc.
Weekly report to QM on specialty utilization
Comply with the IPA, Health Plan and/or Programs UM Protocols
Ensures HIPAA Compliance at all times
Work closely with Clinic Medical Practitioners and maintain communication on referral status
Review and maintain referral log
Act as liaison between clinic and managed care department
Interviews and exits patients, completing appropriate medical agency and consent forms, ensuring patient
understanding and obtaining signatures.
Document patient intake in the Electronic Health Record (EHR), which includes chief complaint, medical history,
social history, vitals, and appropriate tests/labs performed and immunizations administered.
Perform phlebotomy, injections, vitals if deemed by the Medical Practitioner, including but not limited to visual
acuity, audiometric screening, venipuncture, injections, and specimen handling
Perform Point-of-Care testing, such as Blood Glucose, Urinalysis, EKG, HbA1c, INR, Blood Chemistry, Pregnancy Test,
Bilirubin, and other standard primary care back office procedures.
Assist Medical Practitioners (i.e. physicians, PA-C, NP) with patient examinations and procedures as directed
Coordinate interdisciplinary and integration of primary care medical services with in-house Dentistry, Optometry,
Endocrinology, Mental Health services
Review patient medical record to ensure completeness and accuracy
Route appropriate medical orders, results, documentation and instructions to the appropriate personnel
Maintain and stock clinical inventory supply and dispensary
Maintain equipment for clean and operational use, as well as maintain calibration, sterilization, and
repair/maintenance logs
Clean, stock and maintain exam rooms.
Follow OSHA and universal precaution protocols
Strict adherence to the policy and procedure manual
Provide or direct patients/individuals seeking information regarding programs and services offered by NECC
Other duties as assigned by Clinic Manager
Minimum Requirements
Required Education/Experience and/or Licensure/Certification
Physical Requirements and Working Conditions