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Referral Specialist

Referral specialists generally work in an office setting and are responsible for making sure patients are approved by their insurance company to see a specialist. They also handle pre-authorization for specific procedures and gather financial information on patients, ensuring they are aware of costs and have a plan for payment set in place.

Job Duties and Responsibilities

  • Schedule appointments, surgeries, and medical consultations
  • Maintain referral records and data reports
  • Prepare patients medical records before their visit
  • Communicate with insurance companies
  • Manage follow-up appointments

Education and Qualifications

  • HS Diploma
  • Associates degree or higher
  • 1+ years of medical office experience
  • Must be very organized and detail oriented
  • Needs to be able to work under pressure
  • Excellent written and oral communication skills
  • Basic knowledge of email and computer programs
  • Should be familiar with medical terminology

Usually, referral specialists work full-time, but hours can vary depending on the employer. Because much of the work is done using a computer and telephone, this is mostly a sedentary position.

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