Referral Specialist – Cardiac Physicians

Trinity Health

. Obtain insurance authorization from patients’ insurance companies by phone, fax, or online .

Posted 10/13/2026full-timeSyracuse • New York • United StatesMid-LevelSenior💰 $20 - $28 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates proficiency in obtaining insurance authorizations, coordinating patient referrals, and maintaining accurate referral data while adhering to HIPAA and OSHA regulations. Capable of working independently and collaboratively within a healthcare team to ensure patient-centered care.

Highest-signal resume keywords

Insurance AuthorizationPatient Referral CoordinationHIPAA CompliancePractice Management SystemsDetail Oriented

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Referral Data EntryClinical Information AssemblyMedical Document IdentificationOffice Machine OperationConfidential Information Management

Soft Skills

Ability to MultitaskAdaptability to Shifting PrioritiesTeam CollaborationDiscretion in CommunicationAbility to Work Under Pressure

Tools & Technologies

Practice Management Computer SystemsDatabase Management

Industry Keywords

Patient-Centered Medical Home StandardsQuality Improvement InitiativesOffice PoliciesCorporate CommunicationsHealth Care Setting Experience

About the role

Key responsibilities & impact

Obtain insurance authorization from patients’ insurance companies by phone, fax, or online
Coordinate patient referrals to specialists as requested by providers
Enter and maintain accurate referral data in the database
Verify that all pertinent referral documentation is provided
Assemble clinical background and referral-needs information
Provide appropriate clinical information to specialists according to referral guidelines
Call patients with appointment information
Document all stages of referrals in the appropriate database or in writing
Keep current with corporate communications and internal networks
Assist staff members after completing assigned duties
Follow departmental, organizational, HIPAA, OSHA, and employee handbook policies
Perform duties and assist providers as part of the practice care team
Participate in daily team huddles and periodic team meetings
Participate in quality improvement initiatives
Align job functions with office policies and patient-centered medical home standards
Perform other duties as required or requested

Requirements

What you’ll need

High School diploma or equivalent
Experience in an office environment and/or health care setting helpful
Knowledge of practice management computer systems
Ability to work independently and as a team
Knowledge of general office machines and telephone system
Familiarity with identification of medical documents
Ability to work well under pressure and within tight deadlines
Ability to multitask and adapt to shifting priorities
Maintain a high degree of discretion when dealing with confidential information
Detail oriented
Ability to follow HIPAA and OSHA policies and procedures
Ability to complete and maintain required training
Ability to work the assigned day shift and report to the designated area on time