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SA
Surgical Associates, SC
General Surgery: Referral Coordinator, Reception
Career Insights for Medical Secretary
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Based on Wisconsin data
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What they do
A Medical Secretary provides secretarial work that requires specialized knowledge of medical terminology and procedures, insurance and billing processes and medical records management. Works with physicians and other clinicians. May gather intake information from patients scheduled for appointments at an office.
$40,846 / year median in Wisconsin
+17% projected growth
Job Description
Full-time FTE:
.8 - 1.0General Surgery Scheduler II:
Referral Coordinating, Reception, Switchboard SUMMARY The Referral Coordinator is responsible for managing all patient referrals, coordinating appointments, and facilitating timely access to surgical services. This position monitors and processes referral work queues, communicates with patients and referring provider offices, schedules appointments and ensures accurate documentation within the Epic electronic health record system. The Referral Coordinator is also cross-trained to provide support to the front desk reception and switchboard functions as needed, maintaining a high standard of customer service and operational efficiency.ESSENTIAL JOB FUNCTIONS
Manages the incoming referral queue of patient care/service requests to Surgical Associates. Cross trained to support incoming phone calls and ensure patients are forward to the appropriate area. Cross trained to check patients in for appointments, collecting payments at that time. Collects insurance information and verifies other demographic information from patients. Works closely with patients to schedule appointments and tests and provide patient updates as to their scheduled care. Addresses patients/referring physician offices in a professional and friendly manner, using superior customer service techniques. Processes paperwork, including appointments, entering demographic information into computer, setting up charts for upcoming appointments, copying, faxing, and scanning. Performs other duties and tasks as requested.QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/orEXPERIENCE
High school diploma or GED is required. Previous work experience in a health care setting is preferred. 3+ years of customer service experience is preferred. Experience working with Microsoft Office products is preferred. Prior experience in health insurance and medical terminology is preferred. Experience with EPIC software is preferred.KNOWLEDGE, SKILLS & ABILITIES - COMPETENCIES
- Demonstrates the ability to organize, multi-task and prioritize work independently.
- Possesses problem solving and follow-through skills.
- Possesses the ability to work under pressure and with various interruptions.
- Skilled in performance of basic computer /keyboard functions.
- Possesses knowledge of patient care charts and history.
- Demonstrates strong multi-tasking and communication skills.
- Models a professional disposition and communication style.
- Adherence to strict confidentiality standards and compliance as to scope of role, record keeping, PHI and HIPAA.
- Specific safety certification/recertification may be required per the organization.