Latest Referral Specialist Job Description – Salary & Duties

Referral Specialist Job Description, Salary, Duties


Patients have been somewhat approved for specialty provider office appointments, according to the Referral Specialist. We will discuss the Referral Specialist Job Description here. Before a patient’s medical appointment, handles pre-certification, registration number, and perhaps case-related questions. A Referral Specialist collects information from health plans, financial advisors, and other ancillary personnel to ensure that the patient’s outstanding debts for care rendered are met. Supports clinical staff to make the administrative aspects of clinical referrals for different services more effective.

Referral Specialists often serve as a link between hospitals, doctors, insurance plans, suppliers, and clients, and other referrals. Verifies policy coverage and, if any, receives approvals from the insurance company. In a data system, it joins referrals and records correspondence, behavior, and other details. A bachelor’s degree or its modern equivalent is required—news reports to a manager or supervisor in most cases. The Referral Specialist achieves or has achieved complete expertise in a particular discipline. Work is supervised to a degree. A Referral Specialist usually has 1-3 years of experience in a similar field.

What are the roles of a Referral Specialist?

Patients must be approved for specialty service office appointments before being referred to a referral specialist. Even before a client’s meeting, they take care of the registration process, pre-certification, or particular case issues. They also assist hospital personnel in managing the logistical aspects of medical referrals for a variety of programs. To ensure that the patient’s financial obligation for care is met, they must collect appropriate data from financial advisors, insurance carriers, and other auxiliary personnel. They often serve as a point of contact for patients, doctors, hospitals, healthcare providers, and other referral sources.

Here are some examples of duties taken from actual referral specialist resumes that reflect standard tasks they will do in their employment.

  • Organize and research legislation about combat veterans’ eligibility when managing assignments for paying for healthcare in detail.
  • Create authorization by matching ICD-10 codes to procedure codes.
  • Enter HIPAA records, check to test with medical centers, and perhaps collect copays as well as deductibles
  • For quotes & approvals on outpatient and inpatient treatments, as well as referrals to any outside facilities, enter ICD-10 codes.
  • Manage the EHR system for the whole office and set up a system to monitor new and old patient data.
  • Arrange for loan repayments or set up installment plans and submit compensation claims using the relevant ICD-9 and CPT codes.
  • Investigate referrals and either reject or accept them depending on the details obtained and the proper diagnosis (CPT and ICD-9 coding).
  • Passing Grade the computer network, practice management, EHR device selection, and installation, including hardware and software.
  • Observe all relevant HIPAA laws to maintain confidentiality.
  • Under strict secrecy, keep clear EMR reports of all services provided to patients.

Duties of Referral Specialist

Accountability for investigating, monitoring, and properly responding to patient referrals and adequate administrative and departmental contact.

  • Keep correct referral records or insert referral information into the Electronic Medical Record (EMR) for monitoring.
  • Responds promptly and courteously to the referral contact line & voice mail program.
  • Educating patients and communication to ensure that referral appointments are kept.
  • Assist Students with patient education programs as required by the patient or department.
  • Make contact with patients as directed by medical professionals.
  • Keeps a tidy and well-organized computer/workspace.
  • Tracks all received calls and consults with the TCA on-site supervisor about call predisposition.
  • Support customers in arranging meetings.
  • When possible, perform Community Services activities such as calling resource constraints and renegotiating other outreach activities.
  • Privacy of client matters and details must be maintained.
  • Collects information regarding children’s & family services and stores it in a formal specification.
  • Maintains a supply of brochures, pamphlets, and other material about available resources in the catchment zone and perhaps distributes it to family members who request it.
  • Informs TCA workers of new services available in the catchment area.
  • Offers friends and family members with resources and training.
  • Attend appropriate meetings as arranged by the Social Services Specialist III and/or revenue streams, outside organizations, and other parties to complete job/project(s) specifications. Where needed/required, take classes, workshops, and conventions to improve knowledge and competence in Agency operations.
  • Assisting families in obtaining community support programs is a possibility.

What Would It Take to Become a Referral Specialist?

If you want to work as a referral specialist, among the first things you can think about is what education you’ll need. A bachelor’s degree is held by 32.8 percent of referral specialists, according to our research. Referral specialists with master’s degrees account for 13.5 percent of all referral specialists. Although some referral specialists get a college degree, someone with a high school degree will work as one. When it comes to learning how to be a referral specialist, selecting the perfect major is crucial. When we looked at the most popular majors for referral specialists, we discovered that they mostly earned bachelor’s and associate’s degrees. High school degrees and master’s degrees are two other qualifications that we frequently see on referral professional resumes.

You might find that previous work experience would assist you in becoming a referral specialist. Most referral specialist positions, in reality, require prior knowledge in a customer service representative role. On the other hand, some referral specialists have prior work experience as a physician assistant or executive assistant.

Careers for Referral Specialists

Whenever it comes to becoming a referral professional, there’s more to this than reaches the eye. Did you guys know, for instance, how they earn an average of $16.97 per hour? That works out to $35,305 per year! Around 2018 and 2028, the profession is projected to rise 7%, resulting in -276,700 job openings across the United States.

Specialist in Peferrals Paths to a Career

In addition to changing your job quest, considering a career path for your particular job can be beneficial. So, what is a career path, exactly? It’s essentially a road map showing how you can progress from one work title to the next. Our career pathways are particularly comprehensive, especially in terms of salary adjustments. So, if you began out as a specialist, you could eventually advance to a position like a team leader. Later throughout your profession, you may be promoted to practice manager.

Requirements and Degrees for Referral Specialist Education

Education Requirements

  • An accredited institution’s high school diploma or GED equivalent.
  • Three years of experience in the healthcare sector in a high-volume, engaging customer support or call center natural environment.
  • Has an established track record in a quick, multitasking social environment and can handle a large number of inbound calls.
  • Excellent written and oral communication abilities.
  • Technically highly proficient with the use of the Microsoft Office Suite and the ability to pick up new applications.
  • Powerful concern & decision-making abilities.
  • Excellent time control and attention to detail.

Most Popular Referral Specialist Certifications

Being licensed entails several responsibilities. You could get some additional perks or a pay boost from your employer in addition to getting a certification that shows you know what you’ve been doing. It pays to put in the extra effort on occasion. If you want to earn extra profit as a referral professional, consider obtaining the following certifications:

  • Medical Assistant Qualifications
  • Certified Nurse’s Aide (CNA)
  • Billing and Coding Specialist Certification (CBCS)

Responsibilities of Referral Specialist

  • Makes the first move and handles pre-authorization medical referrals.
  • Serves as a link between the doctor’s office, health care plans, physicians, patients, retailers, and other sources of referral.
  • Checks referrals for accuracy and, if appropriate, follow up for more detail.
  • Randomly assigns escalated referrals to relevant team members.
  • Confirms insurance coverage and perhaps finishes the pre-authorization phase for radiology and other imaging tests (CT, MRI, MRA, PET, and so forth) according to proven procedures.
  • Answers inbound calls and initiates exam requests by specified procedures, ensuring that quality and output requirements are met.
  • Makes phone calls to physician offices as required to collect demographic or other data.
  • Records referrals, emails, and activities in the system.

This is What Anthem Has to Offer:

  • A career path with space for advancement.
  • Ability to receive a full-fledged Associate’s and Bachelor’s degree or continue your schooling with tuition reimbursement.
  • Low-cost health insurance, dentistry, vision, as well as life insurance.
  • 401(k) match, PTO, and holiday pay.
  • Performance-based quarterly incentive bonuses and annual raises are planned.

Personality Characteristics & Referral Specialist Skills

Patient Records, Customer Support, and Health Insurers are skills that 13 percent of Referral Specialists have. They’re often recognized for soft skills like writing, coordination, and interpersonal communication.

The proportion of Referral Specialists with these tasks mentioned on their resume is broken down as follows:

  • Medical Records accounted for 13% of the total.

For the patient’s appointment, I gathered all relevant insurance documents, such as referral authorizations and fresh patient consults, as well as pertinent hospital information.

  • 12 Percent for Customer Service.

Receive calls, messages, & E-mail from military parents and provide excellent customer support through active listening and skilled communication.

  • Insurance Companies accounted for 9% of the total.

Prior authorizations from health insurers for inpatient admissions to specialists were obtained among each insurance corporation’s specific guidelines.

  • Patient Care accounted for 8% of the total.

By collecting appropriate clinical details from referral providers, I was able to assist in the planning of patient care.

  • 6% of referrals are from patients.

Completed and submitted medical referrals and authorizations after consulting with providers, health insurers, and clinicians.

  • 4% is devoted to health care.

Investigations into health care by providing, including the Medicare, Medicaid/Medical Aid in Maryland, or private insurance policies.

  • The ability to write is the most significant personality attribute for a referral professional to possess. “When dealing with administrators, staff, and clients,” according to a referral specialist resume, “secretaries and admin staff write memos or communications.” Referral specialists may use writing knowledge in the following illustration from a curriculum vitae: “assisted through training and writing a script for operations throughout the state of emergency response.”

  • Management skills are another widely found ability for being qualified to perform referral professional duties. “Secretaries as well as admin staff store data, folders, as well as schedules in proper order so an office can properly run,” according to a referral specialist curriculum vitae. Here’s an example of how referral specialists utilize organizational skills: “used strong organizational, multi-tasking, as well as buyer service skills in a crowded four provider primary healthcare physicians office.”

  • Referral professionals are recognized for their communication skills, which are relevant when carrying out their responsibilities.


One year of prior computer, word processing, phone, or data entry expertise is needed.

  • The ability to talk on the telephone for extended periods of time
  • Ability to work as part of a new team with everyone.
  • Excellent listening skills.
  • Has a good understanding of TCA programs.
  • Ability to write clearly and correctly to keep track of client data.
  • Ability to talk in front of 10-20 clients, offering clear guidance about how to fill out energy assist applications.
  • Successful interaction with a wide range of contacts and circumstances necessitates pleasant, personable, or tactful public speaking as well as telephone skills.
  • Must have a neat, tidy, as well as professional appearance. Be able to fly for Industry can be considered at Agency reimbursements when required.
  • Concerned about the needs of families.
  • Ability to give the public a good view of the Organization and its services
  • Working knowledge and understanding of CSST are needed.

Salary of a Referral Specialist

  • You might be beginning to wonder, “Should Those who Become a Referral Specialist?” after learning what a referral specialist does. The following information can help you decide. As per the Bureau of Labor Statistics, referral specialists get a “decline” rate of growth of -7 percent between 2018 and 2028, relative to other employment. In reality, by 2028, there are expected to be -276,700 referral specialist positions available.

  • The estimated annual wage for a referral professional is $35,305, or $16.97 per hour. On the other hand, Referral specialists can receive anywhere between $32,000 and $38,000 a year. This suggests that the highest-paid referral specialists reap $5,000 more than the lowest-paid referral specialists.

  • Being a referral professional, like most professions, requires time and effort. After working in a field for a while, people can change their views about it. That’s why they checked into some other careers that might be able to find their next job.

Also read Latest Slinger Banksman Job Description – Duties & Salary

Latest Referral Specialist Job Description – Salary & Duties

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