Essential Duties Major responsibilities:
• Assures coordination of patient care between CHC provider and specialist by obtaining, verifying, and providing required
information to appropriate parties.
• Develop training for current and new referral staff
• Audits on all specialist/diagnostic appointments book to ensure that they are done correctly.
• Tracking of all booked appointments
• Supports operations by assisting staff with internal and external communication, and by maintaining necessary document flow.
• Assures that the process of referrals meets the specific guidelines of all contracted insurance carriers in the appropriate time
frame.
• Enters and updates information into the medical computer systems, maintains a file of all pending referrals.
• Institutes a referral tracking process, allowing all clinical support staff to view that information for patients or insurance carrier.
• Documents all changes in health coverage for CHC patients, and initiates phone/computer contact to other outside agencies
for eligibility, identification and authorization.
• Arranging appointments, notify member and/or family of appointment date and any special instructions regarding their
appointment.
• Conducts the training of new/additional staff in the referral processes.
• Maintains a safe and clean working area at all times.
• Use of good time management skills.
• Contributes to the “Team Concept”
• Actively participate in staff meetings and works toward accomplishing department goals and objectives.
• Ability to work well with others, accomplishing expected results.
• Reports to work at the appointed time, adhering to policies and procedures regarding attendance.
• Displays a positive attitude toward all department providers, supervisors and staff members.
• Maintains member confidentiality. Be aware of the organization’s protocols and adhere to their requirements, included but not
limited to those addressing HIP AA compliance.
• Demonstrates understanding and commitment to the health center mission.
• Demonstrates understanding and commitment to the established CHC Values & Standards.
• Other duties as assigned
Minimum Qualifications:
• High School Diploma or GED plus required
• Min. 1 year Supervisor experience
• Min. 3 years related Referral experience
• Experience in appointment scheduling.
• Knowledge of referral process in the Medical office (experience may be substituted for formal training)
• Basic computer skills required.
• Good interpersonal skills and ability to work and foster Team environment is required.
• Certification in Medical Receptionist or Medical Secretary preferred.

Supervision Exercised: Referral Clerks/Assistants and Screening/Prevention team
Competencies: Individual departments may develop competencies which will be communicated and maintained through CHC’s
performance evaluation system.
Environmental Working Conditions: The environment is a normal office environment of a busy Community Health Center.
Physical Requirements: The physical and mental demands are representative of those that must be met by an employee to
successfully perform the essential duties of this job with or without a reasonable accommodation. Normal visual acuity and standard
clerical dexterity to operate computers, printers, photocopiers, and fax machines; moderate walking, standing, reaching, and stooping
in order to accomplish everyday office tasks required.