Posted:
7/20/2025, 5:00:00 PM
Location(s):
Dallas, Texas, United States ⋅ Texas, United States
Experience Level(s):
Mid Level
Field(s):
Customer Success & Support
Hours of Work :
40Days Of Week :
Monday to FridayWork Shift :
Job Description :
Your Job:
The Referral Specialist will provide support to all MedHealth clinics. Referral services include processing all incoming referrals from providers and clinical support staff. Furthermore, specialists serve as a reserve point of contact into the MedHealth clinics as it relates to incoming calls, appointment scheduling, and follow up calls related to coordination of care. The candidate will serve as a liaison between patients and clinical support staff.
Your Job Requirements:
EDUCATION
High School Graduation or GED required. Diploma from an accredited medical assist program or equivalent clinical program required. Position requires an individual with diverse skills. Individual must be able to work on discrete tasks in a high volume, high-pressured environment. Good judgment and professional demeanor is a must.
CERTIFICATION/LICENSE
Current National Medical Assistant Registration/Certification credential or equivalent clinical credential required.
EXPERIENCE AND SKILLS
4+ years of professional medical knowledge in a practice setting is preferred. Bilingual a plus.
Your Job Responsibilities:
• Offers exceptional customer service while performing tasks professionally and with a positive attitude. Has the ability to handle multiple tasks. Must be able to research required information using available resources. Capable of handling and resolving customer issues. Must be able to identify and escalate priority tasks per department workflows.
• Demonstrates the ability to complete Non-Urgent referrals process. This includes but is not limited to an expert knowledge of the workflow processes required to complete Non-Urgent referrals within expected timeframe.
• Demonstrates the ability to complete 3-Day Urgent referrals process. This includes but is not limited to an expert knowledge of the workflow processes required to complete 3-Day Urgent referrals within expected timeframe.
• Demonstrates the ability to complete STAT referrals process. This includes but is not limited to an expert knowledge of the workflow processes required to complete STAT referrals within expected timeframe.
• Demonstrates the ability to complete Diagnostic referrals process. This includes but is not limited to a good working knowledge of the workflow processes required to complete Diagnostic referrals within expected timeframe.
• Demonstrates exceptional integrity, knowledge, and project management skills required to complete special department projects assigned by management. Ability to self-manage without direct supervision.
• Ensures all requested patient referrals are completed within the established department time-frame criteria. Interacts with office management, specialist staff, and insurance companies in order to accurately and efficiently process physician referral requests in an effort to provide high quality patient care.
• Coordinates the efforts of the referral management department, verifies patients have scheduled appointments with the specialty providers, and provides patient addresses, phone numbers, and authorization referral forms to specialists as necessary.
• Faxes (eFax) completed specialist referral form, lab results, patient demographics, test data and primary care notes to other physicians and patient service consultants as necessary and directed. Documents all encounters with patients and physicians within EHR system. Logs all referrals into EHR system and monitors status to ensure timely completion. Makes outbound calls as needed to complete assigned tasks related to referrals.
• Serves as reserve point of contact into the Methodist Family Health Centers and Methodist Medical Group as it relates to incoming calls, appointment scheduling, and follow up calls related to coordination of care. Maintains strictest confidentiality while attempting to provide first call resolution. Screens calls, takes messages when applicable, and conveys information to appropriate parties in accordance with department workflows.
• Complies with all administrative workflows of the referral department. Maintains and follows all policies and procedures of organization and those specific to MedHealth.
• Communicates to management any issues or delays that may directly impact patients quality of care and customer service.
• Willingly participates in continuing education and other applicable activities to maintain professional competence.
• Works collaboratively with other members of the department to cultivate a team approach focused at achieving the highest quality of patient care and staff cooperation.
• Performs other tasks as assigned by management.
• Flexible work schedule may be available per business needs.
Methodist Medical Group is the North Texas physician organization affiliated with Methodist Health System. Our fast-growing network of providers includes more than 60 healthcare clinics, an urgent care clinic, and a virtual care service known as MethodistNOW. Our employees enjoy not only competitive salaries but also the outstanding benefits package of Methodist Health System, which includes medical, dental, and vision insurance; a matched retirement plan; an employee wellness program; and more. The opportunities for career growth are equally generous. Our affiliation means being part of an award-winning workplace:
Website: https://methodisthealthsystem.org/
Headquarter Location: Dallas, Texas, United States
Employee Count: 5001-10000
Year Founded: 1927
IPO Status: Private
Industries: Biotechnology ⋅ Fitness ⋅ Health Care ⋅ Medical