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Referral Specialist - 2 Month Assignment

Marquee Staffing

San Juan Capistrano, CA

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JOB DETAILS
SKILLS
Administrative Skills, Certified Medical Assistant, Communication Skills, Community Health, Current Procedural Terminology (CPT), Detail Oriented, Documentation, Electronic Medical Records, English Language, HIPAA (Health Insurance Portability and Accountability Act), Healthcare, Healthcare Providers, Hospital, ICD-10, Leadership, Logistics, Medical Assistance, Medical Billing, Mentoring, Multilingual, Multitasking, Office Equipment, Patient Care, Patient Confidentiality, Presentation/Verbal Skills, Primary Care, Process Improvement, Regulations, Retro, Spanish Language, Team Player, Time Management, Writing Skills
LOCATION
San Juan Capistrano, CA
POSTED
1 day ago

Under the guidance of the Population Health Manager, the Referral Specialist plays a vital role as part of a collaborative patient care team dedicated to delivering high-quality, efficient, and patient-centered services. This role involves managing all aspects of medical referral processes, including scheduling, documentation, and follow-up for both in-house and external providers. Additionally, the Referral Specialist provides day-to-day supervision, mentorship, and workflow oversight for the referral team, ensuring seamless coordination among healthcare professionals, patients, and community resources. Working alongside physicians, mid-level providers, nurses, and medical assistants, the Referral Specialist is committed to upholding the organization’s core values of Service, Dignity, Justice, and Excellence in all activities.

Key Responsibilities:

Patient Relations 
  • Engage cooperatively and compassionately with patients, healthcare providers, and community stakeholders.
  • Maintain strict patient confidentiality and adhere to HIPAA regulations.
  • Provide supportive communication and empathetic care to enhance patient experience.

Referral Management 
  • Obtain, process, and coordinate referrals from healthcare providers for in-house and external specialists or testing.
  • Ensure timely authorizations by tracking, following up, and escalating issues as needed.
  • Prepare and submit referral documentation accurately, including urgent and stat referrals.
  • Monitor referral status within electronic medical records (EMR), providing regular updates and ensuring closure of the referral loop.
  • Review consultation reports and coordinate follow-up actions in collaboration with providers.
  • Assist patients with appointment scheduling and address any barriers they encounter.
  • Manage retro-authorization requests and distinguish between primary care and specialty visits.

Provider & Team Support 
  • Participate actively in daily care team meetings and departmental discussions.
  • Serve as a primary contact for referral questions via phone, portal, or mail.
  • Coordinate logistics such as transportation to medical appointments.
  • Document all activities thoroughly in the EMR, complying with regulatory standards.
  • Act as a liaison between patients, providers, specialty care facilities, hospitals, and community organizations.

Additional Responsibilities:
  • Perform other administrative or operational tasks as assigned by the supervisor.

Qualifications:
  • Education: High school diploma or GED required.
  • Experience: Minimum of 3 years in healthcare, with at least 2 years in referral coordination, authorization, or related roles.
  • Skills & Abilities:
    • Strong communication skills, both verbal and written.
    • Ability to work independently, multitask, and thrive in a fast-paced environment.
    • Proficiency with EMR systems and knowledge of healthcare billing and coding (CPT, ICD-10).
    • Demonstrated leadership and mentorship capabilities.
    • Bilingual in English/Spanish preferred.
    • Reliable transportation and ability to lift up to 10 lbs.

Benefits & Opportunities:
  • Gain valuable leadership experience by supervising and supporting a dedicated referral team.
  • Enhance your expertise in healthcare workflows, referral management, and patient coordination.
  • Be part of a mission-driven organization committed to community health and equity.
  • Engage in professional development opportunities and contribute to improving patient care processes.

Work Environment:
  • Professional office setting with standard office equipment.
  • Routine use of computers, phones, and other office technology.
  • Sitting for extended periods; physical activities include light lifting and mobility as needed.
  • Flexibility to work across various clinic locations and outreach sites.

Candidates who are proactive, detail-oriented, and passionate about patient advocacy will thrive in this dynamic role. Join us in making a difference in community health through compassionate and efficient care coordination.

About the Company

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Marquee Staffing