As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better. Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability. Together, we will set the highest standards for how we treat each other to ensure our community is welcoming to all and is a place where all can thrive.

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ESSENTIAL FUNCTIONS

• Prioritizes referrals by following and applying standard policies, procedures, and practices. Employs multiple tracking mechanisms to ensure referral approvals and appointments are obtained in a timely manner so patients are always cleared for appointment prior to arrival. Enters progress notes and other pertinent information into the electronic medical record based on application of practices and procedures.
• Reviews referrals to determine if insurance authorization has been obtained. If no authorization, returns referral to referring provider’s office via electronic medical record system. Identifies the appropriate provider with whom to make an appointment. Schedules required ancillary services needed to prepare for appointment. Follows up with patient to ensure completeness. Explains whether provider participates in patient’s insurance and if not, describes options for payment. Conveys instructions to patients for appointment. Enters scheduled appointment information into electronic medical record for referring provider office to view.
• Assembles the necessary details to identify what referral is needed. Determines if preliminary testing is needed based on office practices and procedures. Responsible for explaining to patient and assisting with scheduling, ensuring completeness prior to office visit. Anticipates, gathers, and sends information to insurance carrier and/or provider needed for obtaining referral or prior authorization for required preliminary testing. Completes the referral request in the electronic medical record system once the patient has been seen.
• Other duties as assigned.

MINIMUM EDUCATION & EXPERIENCE

• Associate's degree and 3 years of relevant experience required
• Or equivalent combination of education and experience

KNOWLEDGE, SKILLS AND ABILITIES

• Medical Terminology, experiences with surgical/appointment scheduling software (such as Flowcast), and electronic medical records preferred

The University of Rochester is committed to fostering, cultivating, and preserving an inclusive and welcoming culture to advance the University’s Mission to Learn, Discover, Heal, Create – and Make the World Ever Better. In support of our values and those of our society, the University is committed to not discriminating on the basis of age, color, disability, ethnicity, gender identity or expression, genetic information, marital status, military/veteran status, national origin, race, religion, creed, sex, sexual orientation, citizenship status, or any other characteristic protected by federal, state, or local law (Protected Characteristics). This commitment extends to non-discrimination in the administration of our policies, admissions, employment, access, and recruitment of candidates, for all persons consistent with our values and based on applicable law.