Referral Specialist

Job Summary: 

The Referral Specialist is responsible for monitoring the Elizabeth Layton Center’s electronic health record for behavioral health referrals and helps to engage the individual and/or their guardian in obtaining appointments. This position reports directly to the Director of Operations.

Major Job Responsibilities: 

• Monitors the Elizabeth Layton Center’s electronic health record for behavioral health referral 
• Assists the individual or guardian in completion of required documents or release of information for the agency of referral  
• Helps to identify appropriate specialist or facilities based on the behavioral health referral 
• Helps to identify the appropriate facilities based on the client insurance coverage  
• Collaborates with Elizabeth Layton Center staff to assist in scheduling referral appointments 
• Monitor and assist clients in scheduling appointments to ensure timely access to necessary medical services
• Maintain accurate and detailed records of patient referrals and documentation of communication
• Responsible for data entry and monitoring through Excel spreadsheets and electronic health record  
• Assists the client by answering questions related to referrals
• Monitor and track the status of patient referrals, ensuring that appointments are kept and results are received. 
• Communicate with patients to confirm appointments and provide reminders 
• Provides reception day and evening front desk coverage  
• Greets all clients and visitors to the Elizabeth Layton Center 
• Answers multi-line telephone system, assess calls for emergency, screen/transfer calls, and take messages as needed 
• Collect fees and other pertinent information when client arrives 
• Enters information into the appointment scheduler program 
• Maintain confidentiality and security of patient information
• Performs other duties as assigned by the supervisor or designee
• Completes all required trainings as assigned
• Complies with ELC policies and procedures  

 Education and/or Experience: 

• High School Degree or equivalent
• One year of previous clerical or general office experience or required
• One year of previous computer, typing and data entry experience required
• One year of previous customer service experience required
• Any combination of job-related experience and/or training which would produce the required knowledge, skills and abilities
•  Ability to successfully pass all required background checks

Knowledge, Skills, and Abilities: 

• Ability to perform multiple tasks accurately, effectively and in a timely manner
• Knowledge of the procedures and policies of the assigned department
• General knowledge of modern office practices and procedures
• Ability to maintain complex file systems
• Ability to understand and follow oral and written instructions accurately
• Ability to operate a computer, multi-line telephone switchboard and other general office equipment
• Ability to establish and maintain effective working relationships with other employees, officials and the public
• Ability to safely perform major job responsibilities with or without reasonable accommodations
• Ability to remain calm and courteous in a fast-paced and challenging office environment
• Ability to travel to different office locations on occasion
• Ability to lift and carry up to 25lbs