Located in the heart of the Coachella Valley, you have access to resort-style living and world-class amenities throughout Southern California.
Job Objective:
Coordinates incoming patient referrals, including insurance referrals, and performs front office duties. Ensures all referrals are reviewed and transcribed into Epic; manages assigned work queue(s), including medical records requests, preparation of medical charts, returning phone calls and facilitating physician’s orders in conjunction with clinical staff.
Job Description:
Education:
Required: High school diploma, GED or higher level degree if hired after March 1, 2025
Licensure/Certification:
N/A
Experience:
Required: One (1) year of experience in a clinical/ambulatory care setting
Preferred: Experience with electronic scheduling and insurance/HMO authorizations
Essential Responsibilities:
- Demonstrates compliance with Code of Conduct and compliance policies, and takes action to resolve compliance questions or concerns and reports suspected violations.
- Manages clinic Electronic Medical Record (EMR) incoming/outgoing referral work queues; facilitates patient appointments or referral to intended clinic accordingly and in a timely manner.
- Establishes and maintains an open and collaborative relationship with clinics and departments to facilitate a seamless referral process.
- Answers all patient questions, requests and telephone/written correspondence timely and appropriately to ensure a positive experience.
- Verifies accurate and complete patient, guarantor and insurance carrier information for billing and follow-up.
- Submits required documentation to support treatment for referral completion; ensures insurance authorization is received timely.
- Manages and organizes all outgoing documents sent to central Health Information Management (HIM) for scanning/indexing: ensures proper patient identification on each document and appropriateness of documents to be scanned.
- Requests and obtains medical record data from referring offices and organizations, as needed.
- Identifies and collects co-pays/deductibles based on insurance eligibility information and/or EMC uninsured cash discount quotes for emergency and outpatient services; provides patient with receipt of payment, if applicable.
- Coordinates with clinical staff to obtain medical records to submit to HMO insurance, if applicable.
- Contacts patients to schedule annual Medicare wellness visits and annual HMO physicals in collaboration with nurse, if applicable.
- Covers front desk duties; answers phones, retrieves voicemail messages and returns calls timely and appropriately, if applicable.
- Performs other duties as assigned.
Essential Skils:
- Written and verbal communication skills
- Ability to organize information or data to facilitate easy retrieval and use
- Ability to successfully complete training orientation program(s) and competencies
- Ability to create a welcoming environment for patients and visitors, demonstrating empathy and respect in all interactions
- Basic knowledge of insurances, including eligibility and benefit coverage, and other relevant information
- Ability to handle difficult and stressful situations in a calm and professional manner
- Ability to adapt quickly to changing priorities and unexpected situations
- Ability to effectively communicate in a positive and professional manner
- Critical thinking skills
- Knowledge of Epic scheduling, registration and communication tools
- Self-starter; driven to take action without needing prompting
- Ability to operate general office equipment (i.e., computer, printer, scanner, telephone, etc.)
- Ability to use Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and other relevant software applications
