Referral Intake Specialist

At The Portland Clinic our mission is to be a trusted community collaborating to improve the health and well-being of those we serve. Join our team and let us work together to offer a welcoming, inclusive environment for our patients and the communities we serve.

JOB TITLE: Referral Intake Specialist

SUPERVISOR: Access Services Manager

HOURS PER WEEK: 40/Non-Exempt (Monday - Friday 8:00am - 5:00pm) Hybrid Eligible - 2 days/week remote, 3 days on site

DEPARTMENT: Access Services

HIRING BONUS: $1,000 after 90 days

The following information is designed to outline the essential functions and position requirements of this job. It does not identify all tasks that may be expected, nor address the performance standards that must be maintained.

PRIMARY FUNCTION: Position is responsible for managing all incoming orders and referrals to help facilitate patient care and communication amongst provider offices.

DUTIES AND RESPONSIBILITIES: (*ESSENTIAL FUNCTIONS)
1. Answer telephone calls, assisting provider offices and patients in reviewing orders and referrals.*
2. Register patients. Collect appropriate patient and billing information.*
3. Review & transcribe incoming referrals received via phone, fax, reports, and in-basket messages.*
4. Schedule patients for all specialties based on the referral information received.*
5. Communicate with provider offices, providing notification appointments and results.*
6. Review & transcribe orders received through a variety of means of communication.*
7. Attend internal and external meetings as requested by Supervisor.
8. Participate as an active team member in a patient-centered medical home.
9. Employees will not be discourteous or disrespectful to a customer or any member of the public while in the course and scope of company business.*
10. Work in a cooperative manner with management/supervision, coworkers, customers and vendors.*
11. Abide by company policies.*
12. Support and cover the duties and tasks of the Behavioral Health Access Coordinator as needed.*
13. Other duties as assigned.
14. Maintain regular, in person, work attendance and punctuality, as scheduled.*

REQUIREMENTS:
• High School Diploma or equivalent

PREFERENCES:
• Experience with insurance companies
• Values team success
• Shows an interest in taking action to increase his/her knowledge and development as an employee
• Contributes to an environment where people feel valued
• Keyboard skills
• Previous experience with Epic Practice Management or similar healthcare software
• Organizational skills and ability to prioritize workflows
• Oral communication skills and excellent phone etiquette with an ability to convey and receive information via the telephone
• Competency in language, grammar, and spelling
• Ability to interact and establish a good rapport with people over the telephone and in person, often in stressful situations
• Ability to effectively work on more than one task without a reduction in the quality of work and service performed
• Ability to react calmly and effectively in emergency situations and to work under pressure
• Ability to accept responsibility and use initiative to proceed with necessary tasks without direct supervision
• Skill in establishing and maintaining effective working relationships with patients and staff

COMPENSATION AND BENEFITS (Benefits eligibility begins at 20hrs/wk):
• 401k plan with employer contributions up to 5% annually
• Roth IRA
• Comprehensive Medical, Dental and Vision insurance
• Flexible Spending Account
• Health Savings Account
• Company provided $10K Group Life/AD&D insurance
• Voluntary benefits: Life/AD&D, Dependent Life/AD&D, Short-Term Disability, Critical Illness, Accident, and Hospital Indemnity
• Norton Identity Theft Protection (optional)
• Pet Insurance (optional)
• 4.92 hours of PTO accrual per pay period (PTO accrual is prorated based upon FTE)
• One paid Wellness day per year
• Seven paid holidays, and 1 partially paid holiday (mid-day closure)
• Employee Assistant Program