[Hiring] Clinical Referral Specialist @Balboa Nephrology

Role Description

The Clinical Referral Specialist is responsible for coordinating outgoing clinical referrals from initiation through completion. This includes ensuring referrals are processed accurately, authorizations are obtained when required, appointments are scheduled, and documentation and results are appropriately recorded in the electronic medical record (Epic).

• Conduct patient outreach, communicate with specialty providers, and track referrals to confirm appointment scheduling, visit completion, and receipt of consult or procedure documentation when applicable.
• Serve as a liaison between patients, physicians, clinic staff, and external specialty providers to support timely coordination of care.
• Report to the Director of Central Operations with day-to-day supervision from the Clinical Referrals Supervisor.

Qualifications

• Minimum 2 years of experience working in a clinical setting with front office responsibilities and patient-facing customer service.
• Minimum 1 year of experience using Epic or comparable electronic health record systems.
• Proficiency using EHR software applications and electronic referral workflows.
• Certified Medical Assistant.

Requirements

• Excellent verbal and written communication skills.
• Strong organizational and prioritization skills in a high-volume workflow environment.
• Ability to interpret, adapt, and apply operational guidelines and procedures.
• Ability to use sound judgment and escalate concerns appropriately.
• Ability to establish and maintain effective working relationships with patients, physicians, medical staff, and coworkers.
• Strong attention to detail and accuracy in documentation.
• Bilingual in English & Spanish.

Benefits

• Comprehensive benefits package that includes medical, dental & vision on the 1st of the month 30 days after hire.
• Employer contribution of up to 7.5% of annual pay for your 401K.
• Generous paid time off plus 8 paid holidays, a birthday float day off and a mental health day!
• Company paid life insurance.
• Join a fast-growing field - employment of medical and health services managers is projected to grow 32 percent from 2020 to 2030.
• Voted 4 years in a row as a Top Workplace of San Diego 2020-2024!

Success Metrics for the Role

• Timely Referral Processing.
• Workflow Compliance.
• Epic Documentation Accuracy.
• Patient Outreach and Communication.
• Referral Completion and Close-Out.
• Collaboration and Communication.