How to Become a Referral Specialist

Step 1: Understand the job description and responsibilities of a Referral Specialist

What does a Referral Specialist do?

A Referral Specialist processes insurance pre-verification for hospital admissions or specialty service office visits. Gathers pertinent information from patients, insurance carriers, financial counselors, and other staff to confirm the patient's financial obligations for services. Being a Referral Specialist acts as a liaison between hospitals, clinical staff, health plans, providers, and patients to process referrals. Verifies insurance coverage and obtains required authorizations when necessary. Additionally, Referral Specialist documents referrals, communications, actions, and other data in an information management system. Generates and distributes all applicable forms, notifications, and paperwork. Requires a high school diploma. Typically reports to a supervisor. The Referral Specialist works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Referral Specialist typically requires 1-3 years of related experience.

People's Opinions on Referral Specialist responsibilities

Specialists typically only work with certain needs and services to ensure they are able to provide the best service to their clients.

12/09/2019: Wichita Falls, TX

This means that one may only specialize in business-to-business referrals, while another only supplies in-home medical service referrals, and another only deals with assistant and answering service referrals.

01/04/2020: Oklahoma City, OK

A referral specialist may be required to communicate via email and letter, phone, or in person.

12/12/2019: Fairbanks, AK

The Account Resolution Specialist 1 is responsible for providing quality customer experience while working to collect and negotiate terms of.

12/05/2019: Jackson, MS

The Business Development Specialist is responsible for external sales activities to build and grow referrals and admissions, to develop new accounts and maintain existing accounts, and to execute community events for referral sources and customers.

02/24/2020: Shreveport, LA
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Step 2: Learn best tips to become a Referral Specialist

Best tips for those who want to become a Referral Specialist

Here are some tips to become a Referral Specialist.

Step 3: View best colleges and universities for Referral Specialist

Best colleges and universities for Referral Specialist

  • Butler University
  • Carroll College
  • Cooper Union
  • High Point University
  • Princeton University
  • Providence College

Step 4: Think about whether is it worth to be a Referral Specialist

Is being a Referral Specialist Worth it?

People's Opinions on lifestyles

This position secures required specialists and/or following physicians, assessment and triage for appropriate level of care, financial assessment and referral.

12/27/2019: Akron, OH

Specialist must execute all job duties and responsibilities… Selective Insurance is seeking a Claims Technical Specialist NE, SE or Heartland regions.

12/14/2019: Nassau, NY

The primary function of the Medical Records Specialist is to provide clerical support for the Medical Records department… customer service skills and be able to communicate well with referral sources, patients, family members, and agency employees.….

02/19/2020: Ventura, CA

This position is overtime eligible… Tech is a VEVRAA federal contractor and we request priority referral of veterans for available positions.

02/18/2020: Clearwater, FL

Devising and delivering fitness assessments, programmes and testing, exercise prescription, GP referrals and specialist inductions, as and when required.

02/14/2020: Salt Lake City, UT
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Step 5: Prepare relevant skills for being a Referral Specialist

What skills do you need to be a Referral Specialist?

Supporting level roles often require a broad range of skills to ensure jobs can be executed accurately and efficiently.  Some of the more relevant day-to-day skills for this role include: Health Insurance Verification.  In this role, you should command of the following: Health Care Operations Software, Medical Practice Management Software.  Success in this function is highly dependant upon these skills, as well as others specific to each individual company.

People's Opinions on Referral Specialist skills

Specialists typically only work with certain needs and services to ensure they are able to provide the best service to their clients.

02/14/2020: Duluth, MN

A referral specialist may be required to communicate via email and letter, phone, or in person.

02/19/2020: Bellingham, WA

One year of experience in information and referral systems or call center experience.

01/06/2020: Troy, NY

Ensures that all required managed care referrals for patient visits have been obtained or that a waiver is signed.

12/27/2019: Cheyenne, WY

Two years of experience in referral management or insurance managed care environment.

02/14/2020: Fort Lauderdale, FL
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Step 6: View average salary for Referral Specialist

How much does a Referral Specialist make?

The average salary range for a Referral Specialist is from $41,280 to $50,172. The salary will change depending on your location, job level, experience, education, and skills.

Salary range for a Referral Specialist
$41,280 to $50,172

Step 7: Find relevant Referral Specialist jobs, and apply.

Looking for Referral Specialist jobs?

Here are some Referral Specialist jobs in the United States.

Search Referral Specialist Jobs in the United States

Step 8: Explore Career Path of Referral Specialist

Step 8: Explore Career Path of Referral Specialist? Patient Referral Specialist