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Trinity HealthPosted 10/19/2026full-timeRensselaer • New York • United StatesMid-LevelSenior💰 $19 - $26 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing patient referrals, including knowledge of insurance payer processes and prior authorization requirements. Exhibits strong communication skills and attention to detail while coordinating with healthcare professionals and patients.
Highest-signal resume keywords
Referral ManagementKnowledge Of ICD-10, CPT, And CPTII CodesEffective Communication SkillsInsurance Payer KnowledgeAttention To Detail
About the role
Key responsibilities & impact- Properly maintains and tracks referrals from beginning to end, including specialty and diagnostic referrals
- Answers, responds to and documents phone calls, requests and questions from patients, physicians, ancillary services and specialty offices
- Assembles patients’ clinical background and referral information and provides documented clinical information to specialists
- Reviews referral details and expectations with patients
- Communicates preparation instructions to patients via documented orders or protocol
- Receives and reviews referral requests and prioritizes orders based on urgency
- Schedules, problem solves, communicates and coordinates referral appointments with patients, physicians, specialists and central scheduling
- Collaborates with physicians, mid-level providers, LPNs and MAs
- Maintains patient confidentiality and follows HIPPA guidelines
- Obtains necessary authorization for referrals and diagnostic testing
- Collaborates with the Billing Analyst on denied claims involving missing prior authorization or referrals in the EMR system
- Maintains knowledge of referral and payer prior authorization requirements, eligibility guidelines and documentation requirements
- Communicates insurance decisions to patients
- Conducts follow-up calls with physician offices, patients and payers to complete pre-certification
- Confirms payer network status with specialists and coordinates alternate arrangements when necessary
- Acts as the referral-related point of contact and subject matter expert for assigned offices
Requirements
What you’ll need- High School Diploma or equivalent required
- 5 yrs minimum experience in a medical office
- Effective written and verbal communication skills
- Knowledge of insurance payers and processes
- Demonstrates attention to detail, organization and effective time management
- Ability to work independently, with little supervision
- Knowledge of ICD-10, CPT, and CPTII codes
- Solid judgement to escalate issues appropriately
- Advanced knowledge of Microsoft office, related computer programs and general office machines
- Ability to communicate effectively with the patient population while exhibiting exemplary customer service skills
- Must work a minimum of 2 days on site in Rensselaer
Benefits
Comp & perks- Strong orientation program
- Generous tuition allowance
- Career development
- Office hours Monday-Friday
- Hybrid remote work arrangement
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Referral TrackingPrior AuthorizationClinical DocumentationAppointment SchedulingInsurance Verification
Soft Skills
Effective CommunicationOrganizationTime ManagementCustomer ServiceJudgment
Tools & Technologies
Microsoft OfficeEMR SystemGeneral Office Machines
Industry Keywords
HIPAA ComplianceMedical Office ExperiencePatient ConfidentialityPayer Eligibility Guidelines