What are the responsibilities and job description for the Referral Specialist position at Monadnock Family Services?
Description
The Referral Specialists serves as a gatekeeper for initial point of entry for clients receiving outpatient services. Gathers, assembles, and maintains client and insurance billing information necessary to insure accurate billing. Liaison for the customer with Billing Department, Intake Department, and Therapists. A Referral Specialist has responsibility for obtaining basic information from persons requesting clinical appointments. Determines whether the individual needs an emergency appointment or can be scheduled with an outpatient clinician. A Referral Specialist works closely with the client, Billing Department, Insurance companies, and therapists to collect any available funds due for services rendered to the client. A Referral Specialist performs duties under the supervision of the Team Leader to support administrative operations and delivery of clinical service.
Responsibilities:
- Initial point of referral by clients requesting services by phone.
- Organizes and performs functions necessary to ensure prompt and accurate billing and accounting of client accounts receivable for outpatient and case management departments for clients.
- Responsible for performing tasks dealing with collecting fees for clients both active and closed.
- Provides positive interaction in all contacts (clients, third party insurers, etc., and demonstrates sound judgment in her/his actions. Demonstrates sensitivity toward clients and visitors, and actively promotes the agency theme and philosophy of courtesy, sensitivity, and respect.
- Performs office tasks to ensure responsible, orderly, and efficient office operations.
- Performs additional tasks as assigned, routinely and effectively.
Requirements
Required equipment/ machine operations ability:
Telephone system, computer, photocopier, calculator, and fax machine.
Job Requirements:
- High school diploma or equivalent.
- Three to five years prior billing, bookkeeping or collections experience.
- Ability to organize office systems and procedures in an efficient and cost-effective manner in accordance with agency program policies.
- Ability to exercise good judgment in individual situations to determine action to be taken within the limits of agency and program policies, procedures, standard practice.
- Ability to write legibly and coherently, type and proofread accurately.
- Good Knowledge and use of English grammar as well as standard typing formats.
- Ability to prioritize job responsibilities, to make sound independent judgments in routine situations and to know when to refer matters appropriately to the Team Leader, clinical staff, or Director.
- Desire to learn and the ability to accept supervision professionally
