Patient Access Referral Coordinator

SWLA CENTER FOR HEALTH SERVICES
JOB DESCRIPTION

JOB TITLE: Patient Access Referral Coordinator
DEPARTMENT: Physician Referrals
SUPERVISED BY: Chief Nursing Officer/Lead Referral Supervisor

SUMMARY:
This position requires the employee to know and understand confidentiality and to employ the
strictest confidentiality when handling patient information. This position assures successful
arrangement and completion of patient referral documents, both internally and externally.

EDUCATION, TRAINING AND EXPERIENCE:

1. Minimum of two (2) years of post-high school training in office management or similar
   course of study and one (1) year of medical office work experience.

2. At least one (1) year of medical terminology.

3. Able to work without supervision.

4. Understand English grammar and office etiquette.

5. Possess clerical skills & able to operate office equipment (e.g. fax, copier, etc.)

6. Demonstrate familiarity with Microsoft office products.

7. Possess Organizational skills and have ability to work under deadlines.

8. Ability to multi-task establishes priorities, works independently and proceeds with
   objectives without supervision.

9. Clear speech and adequate hearing and vision are necessary to perform functions
   required in clerical and administrative activities.

JOB RESPONSIBILITIES:

1. Answer telephone calls. Uses telephone to make appointments for SWLACH’s patients
   that are referred to other providers for specialty services. Follow up on SWLACHs’
   referrals to hospitals and other providers.

2. Complete referral forms. Mails and/or faxes forms to designated providers. Copy forms
   and incorporates them into the tracking system.

3. Notify patients of appointments and provide answers to their questions as appropriate.

4. Maintain a record of all outbound referrals and log them into the tracking system.

5. Receive patient’s records/referrals after service and forwards them to Medical Records
   for scanning.

6. Complete requests for additional information from providers receiving SWLACHS’
   Referrals. Calls hospitals and physician offices to obtain additional information on
   referrals to SWLACHS.

7. Assist COO/Referral Supervisor offices with clerical activities. Assist COO with HIPAA
   activities as required.

8. Assumes additional related functions, when necessary, as assigned.

MISSION AND CUSTOMER SERVICE:

1. Demonstrate the Mission and acts in ways that advance the best interest of the
   customers entrusted to our care. Positively represents SWLA Center for Health Services
   (SWLA) in the workplace and the community.

2. Present a professional image: apparel and appearance are appropriate according to
   SWLA department dress code.

3. Demonstrate effective communication and listens attentively to the customer and
   promptly acts upon requests with consideration for patient privacy. Keep the customer
   informed about their care and treatment in a comfortable atmosphere.

4. Respect the gifts and talents (the diversity that co-workers bring to their jobs) of each
   other. Demonstrates effective communication and assists co-workers as necessary.

5. Respect the privacy and confidentiality of the customers we serve, our physicians, coworkers and the community.

6. Practices safe work habits and maintain a safe environment for self, co-workers,
   patients, and visitors.

7. Work collaboratively to solve problems, improve processes, and develop services. Acts
   as an advocate for our customers.

8. Complies with organization/department policies and procedures, including but not
   limited to confidentiality, safety, cooperation/flexibility and attendance.

9. Understands and complies with applicable federal/state laws and Standards of Conduct
   as related to assigned job duties.

10. Participates in departmental or organizational quality. Continuous performance
    improvement activity.