The Role
Serve as liaison between patients, providers, and specialty sites to coordinate and document referrals, verify insurance eligibility, obtain prior authorizations, manage referral orders, assist patient calls, and maintain referral resources and accurate records.
Summary Generated by Built In
As a Referral Representative, you will act as a liaison between patients, our providers, and specialty sites; check patient eligibility and maintain accurate and timely documentation. This position will report to the Assistant Site Operations Director.
JOB RESPONSIBILITIES:
- Organizes appropriate referrals to specialists and remains a resource for patients and staff regarding the referral agencies and process.
- Checks Medicaid, Medicare, and private insurance websites for patients provider coverage.
- Completes referral information for patients as requested by the Providers.
- Maintains and updates referral resource binder.
- Manages open referral orders by finding documents and follows up with all parties involved.
- Assists with patient phone calls and questions.
- Follows up with specialty clinics to coordinate patients medical information flow.
- Maintains accurate and timely documentation.
- Obtain prior authorization for specific testing.
- All HealthLinc staff is committed to engage in quality improvement initiatives that align with and support Patient-Centered Medical Home (PCMH).
- Perform other duties as assigned.
REQUIRED QUALIFICATIONS:
Education/Training
- High school diploma or equivalent
- Some college (not required but highly preferred)
Experience
- At least 1-2 years of experience in a medical administrative position
- At least 1-2 years of experience in a customer service position
Skills/Job Requirement
- Strong organizational and time management skills
- Strong customer service skills
- Proven ability to work well in a team environment
- Excellent verbal and written communication skills
- Proven experience with basic medical terminology (not required but highly preferred)
- Ability to follow HealthLinc policies and procedures
Technology Skills
- Operate a multi-line phone system and other office equipment including printers, fax machines, etc.
- Basic computer skills (Microsoft Office, EHR, online sources, etc.)
DIRECT SUPERVISION:
- N/A
REQUIRED TRAINING:
- All assigned Relias training
Skills Required
- High school diploma or equivalent
- Some college
- 1-2 years experience in a medical administrative position
- 1-2 years experience in a customer service position
- Strong organizational and time management skills
- Strong customer service skills
- Proven ability to work well in a team environment
- Excellent verbal and written communication skills
- Proven experience with basic medical terminology
- Ability to follow HealthLinc policies and procedures
- Operate a multi-line phone system and other office equipment
- Basic computer skills (Microsoft Office, EHR, online sources)
- Completion of all assigned Relias training
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The Company
What We Do
HealthLinc is a not-for-profit Federally Qualified Health Center providing comprehensive primary medical, dental, optometry, and behavioral health services to all individuals, regardless of their ability to pay, with a mission to create healthy communities.








