Medical Assistant - Referral Clerk

Position Summary

The Medical Assistant - Referral Clerk has dual role in supporting back office clinical and administrative operations to ensure

smooth and efficient processing of patient healthcare. Administrative duties include verifying eligibility, checking benefits,

documenting physician direct referrals and pre-authorizations of certain services (via phone, fax or e-mail), scheduling

appointments with specialist and other community resources as instructed by primary care provider. Clinical duties include

back office processing and patient care-related services under the direction of the professional staff.

Schedule:

Flexible, may require some evening and weekends

Duties and Responsibilities

Process HMO, CPE, CPSP, and other specialty referrals

Completion of authorization request form

Fax or email referral request to respective IPA/Health Plan, County and etc. along with the required pertinent

information to support the request.

Notify patients (if necessary) regarding authorization decision; approved or denied

Schedule appointments with Specialists and notify patients

Follow up status on referrals for completion

No show / reschedule

Follow-up visit(s) either with Specialist or PCP

Consultation Reports

Responsible for filing completed referral forms in the patient medical record

Maintain referral logs per financial class, i.e., HMO, etc.

Weekly report to QM on specialty utilization

Comply with the IPA, Health Plan and/or Programs UM Protocols

Ensures HIPAA Compliance at all times

Work closely with Clinic Medical Practitioners and maintain communication on referral status

Review and maintain referral log

Act as liaison between clinic and managed care department

Interviews and exits patients, completing appropriate medical agency and consent forms, ensuring patient

understanding and obtaining signatures.

Document patient intake in the Electronic Health Record (EHR), which includes chief complaint, medical history,

social history, vitals, and appropriate tests/labs performed and immunizations administered.

Perform phlebotomy, injections, vitals if deemed by the Medical Practitioner, including but not limited to visual

acuity, audiometric screening, venipuncture, injections, and specimen handling

Perform Point-of-Care testing, such as Blood Glucose, Urinalysis, EKG, HbA1c, INR, Blood Chemistry, Pregnancy Test,

Bilirubin, and other standard primary care back office procedures.

Assist Medical Practitioners (i.e. physicians, PA-C, NP) with patient examinations and procedures as directed

Coordinate interdisciplinary and integration of primary care medical services with in-house Dentistry, Optometry,

Endocrinology, Mental Health services

Review patient medical record to ensure completeness and accuracy

Route appropriate medical orders, results, documentation and instructions to the appropriate personnel

Maintain and stock clinical inventory supply and dispensary

Maintain equipment for clean and operational use, as well as maintain calibration, sterilization, and

repair/maintenance logs

Clean, stock and maintain exam rooms.

Follow OSHA and universal precaution protocols

Strict adherence to the policy and procedure manual

Provide or direct patients/individuals seeking information regarding programs and services offered by NECC

Other duties as assigned by Clinic Manager