Clinical Follow-Up Specialist

Description

The Clinical Follow-up Specialist helps manage patient referrals by making sure appointments with outside specialists are scheduled and completed. This role involves requesting and collecting medical records, documenting referral activities in the electronic medical record system, and keeping providers and clinical staff updated. The coordinator also follows up with patients who missed appointments to support rescheduling. Acting as a link between the referral team, healthcare staff, and external partners, this role ensures smooth communication and keeps accurate records to close out all referrals.

Requirements

Major Duties & Responsibilities: Job Skills:

• Coordinate and track all patient referrals to outside specialists or facilities, ensuring timely completion.
• Follow up on pending referrals, test results, and specialty care to ensure continuity of care.
• Reach out to patients who missed referral appointments to encourage rescheduling and offer support.
• Request and retrieve medical records from external facilities as needed.
• Accurately document all referral-related actions and outcomes in the electronic medical record (EMR) system.
• Maintain organized logs and tracking systems to ensure proper closure of all referrals.
• Serve as a liaison between the referral team, providers, clinical staff, and external healthcare partners.
• Provide timely updates to providers, nurses, and other staff to support informed care decisions.
• Communicate with patients, families, and external partners with professionalism and empathy.
• Maintain open and respectful communication with Office Manager, Medical Assistants, Registered Nurses, and other staff.
• Schedule follow-up and referral appointments, sending appropriate documentation when needed.
• Answer and triage calls with courtesy and accuracy.
• Use electronic health records and basic office equipment proficiently.
• Adhere to Christ Health policies and procedures for documentation, communication, and tracking.
• Maintain strong working relationships with community healthcare partners.
• Attend and participate in in-service education for staff, quality assurance programs, and risk-management programs.
• All staff members at Christ Health Center contribute to providing high-quality patient care and may be involved in the patient care team and daily huddles when required by the Core Care Team.
• Perform other duties as assigned.

Supervisory Responsibilities:

None

Qualification, Education, Experience:

• High school diploma or equivalent.
• EMR experience preferred.
• Clinical Experience Preferred.
• Self-motivated and flexible to daily patient schedule and/or clinic needs.
• Understands HIPAA requirements and obligations.
• Ability to use Microsoft Office for letter writing, as well as other normal office equipment.
• Ability to multi-task professionally in a fast-paced setting with maximum distractions.

Attendance Standards

Punctual and dependent for assigned/confirmed shifts

Language Skills

Ability to read and comprehend simple instructions, short correspondence, and memos; ability to write simple correspondence and reports; Ability to effectively present information in one-on-one and small group situations to patients, visitors, and other employees of the organization.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals; ability to compute rate, ratio and percent.

Reasoning Ability

Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems. The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).

Physical/Mental Demands

Work requires the ability to move and transport objects weighing up to 20 pounds.

Work requires the ability to remain in a stationary position +/- 90% of the time.

Work requires the ability to position self to move and good manual dexterity.

Work requires the ability to communicate, converse with (in-person and over the phone), and exchange information effectively with others.

Work requires visualizing, identifying, inspecting, and operating a computer and other office machinery, including a computer monitor, keyboard, mouse, and printer.

Work requires the ability to inspect documents for accuracy.

OSHA personal exposure risk category I & II.

Airborne personal exposure risk category I (Possible exposure of the healthcare worker to patients capable of transmitting M. tuberculosis). Universal precautions will be adhered to at all times.

Environmental/Working Conditions

Normal medical office environment. Full-time position.

Cultural Expectations:

· Understands Christ Health Center Mission Statement and Values.

· Requires the ability to work in a multi-cultural setting.

· Consistently displays Christ Health Center’s Mission daily.