Sutter Health

Transfer & Referral Specialist II

Sutter Health$58K — $109K *
Healthcare
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Healthcare Administration or related field; equivalent experience accepted.
  • 2 years of recent relevant experience in a healthcare setting.
  • Working knowledge of managed care requirements and processes essential.
  • Familiarity with insurance authorization processes and HIPAA regulations.
  • Strong understanding of medical terminology and disease processes.

Responsibilities

  • Receive and assess patient referrals from various sources for appropriate specialists or services.
  • Review confidential clinical information to determine availability within the medical network.
  • Facilitate referrals in accordance with payer regulations and specialist capacity.
  • Document referral requests and track follow-ups in database systems.
  • Conduct peer-to-peer audits on tertiary referrals and assist in outbound audits as required.
  • Engage with clinicians for follow-up communication and patient educational materials.
  • Communicate with referral sources to foster understanding of processes and service eligibility.

Benefits

  • Comprehensive benefits package including healthcare coverage.
  • Opportunity for professional development and continuous improvement.
  • Supportive team environment encouraging feedback and ideas.
  • Regular performance management to assist in career growth.
Full Job Description
Organization:
SHSO-Sutter Health System Office-Valley

Position Overview:
Reviews confidential clinical information and provides personalized referrals to individuals or physicians/clinics requiring specialty services from a contracted medical group, hospital, or third-party payor. Facilitates referrals to appropriate Sutter facility, program or affiliated and aligned specialists.

Job Description:

These Principal Accountabilities, Requirements and Qualifications are not exhaustive, but are merely the most descriptive of the current job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, staff changes, workload, or technical development).

JOB ACCOUNTABILITIES:

TERTIARY PATIENT REFERRALS:
• Receives calls from internal or external sources, collects necessary clinical and insurance information, and identifies appropriate service, program and/or specialist applicable to referral request.
• Reviews confidential clinical information and determines whether requested/required services are available within the medical network (affiliates, programs, and affiliated and aligned specialists).
• Identifies specialists and programs available within system, and facilitates patient referral based on payer rules and regulations, specialist's capacity, and contractual relationships.
• Provides assistance to clinicians needing specialty referrals for challenging/complex cases.

DOCUMENTATION AND AUDIT:
• Enters referral requests into database, documenting the interaction, actions taken, and appropriate information, including follow-up tracking.
• Performs peer-to-peer auditing for tertiary referrals.
• Performs foundation and Hospital Outpatient Department (HOD) referral auditing as requested.

COMMUNICATION:
• Ensures physician/case management follow-up communication is timely.
• Creates patient communication (e.g. maps, appointment letter, etc.).
• Meets regularly with referral sources to ensure understanding of processes.
• Interacts with specialists and physicians to maintain current list of available and/or new clinical procedures/capabilities, and stay abreast of current fee schedules and contracting arrangements.
• Communicates regularly with affiliate staff to maintain understanding of entity's service capabilities.

PERFORMANCE MANAGEMENT AND CONTINUOUS IMPROVEMENT:
• Seeks and responds to regular performance feedback.
• Supports and assists the team when necessary.
• Contributes ideas and actions toward continuous improvement of processes and workflows.
• Recognizes and communicates potential issues to appropriate leader.

EDUCATION:
Equivalent experience will be accepted in lieu of the required degree or diploma.

Bachelor's in Business and/or Healthcare Administration, or related field.

TYPICAL EXPERIENCE:

2 years of recent relevant experience.

SKILLS AND KNOWLEDGE:

Working knowledge of managed care requirements and processes.

Knowledge of system, affiliate and community resources, and third-party payers (e.g., PPO, HMO, Medicare, insurance plans).

knowledge of insurance authorization process and HIPPA requirements.

Familiar with medical and managed care terminologies.

Understanding of disease process to assess referral requests and appropriate level/provider of care required.

Ability to define issues, collect data, establish facts and draw valid conclusions.

Displays a customer service focus in all decisions and actions.

Ability to communicate through verbal and written means, and to present information to a variety of audiences..

Organization skills to effectively manage and/or re-prioritize activities and projects to meet deadlines while maintaining a high degree of responsiveness.

Ability to interact and maintain effective working relationships with those contacted in the performance of required duties.

Demonstrates respect for cultural and linguistic differences and promotes an inclusive work environment.

Demonstrates initiative in providing feedback/input to improve workflow/processes.

Ability to work effectively in a dynamic and fast-paced environment with changing business priorities.

Ability to maintain and work discreetly with confidential and sensitive information.

Ability to use essential applications and/or databases associated with the role's duties and responsibilities.

Job Shift:
Days

Schedule:
Full Time

Shift Hours:
8

Days of the Week:
Monday - Friday

Weekend Requirements:
Occasionally

Benefits:
Yes

Unions:
No

Position Status:
Non-Exempt

Weekly Hours:
40

Employee Status:
Regular

Pay Range is $28.00 to $52.56 / hour

The compensation range may vary based on the geographic location where the position is filled. Total compensation considers multiple factors, including, but not limited to a candidate's experience, education, skills, licensure, certifications, departmental equity, training, and organizational needs. Base pay is only one component of Sutter Health's comprehensive total rewards program. Eligible positions also include a comprehensive benefits package.

About Sutter Health

Sutter Health is a not-for-profit health system in Northern California, headquartered in Sacramento. It includes doctors, hospitals and other health care services in more than 100 Northern California cities and towns. Major service lines of Sutter Health-affiliated hospitals include cardiac care, women’s and children’s services, cancer care, orthopedics and advanced patient safety technology.
Learn more about Sutter Health
Size
58,000 employees
Industry
Founded
1981

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