Referral Specialist – Spine Center

WVU Medicine

. Collect comprehensive, detailed patient medical information and determine the need for nursing intervention .

Posted 10/2/2026full-timeUnited StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in patient information management, insurance verification, and financial education, while effectively coordinating care and communication among patients, providers, and insurance companies. Proficient in using healthcare systems like Epic and Cordata to enhance patient service and operational efficiency.

Highest-signal resume keywords

Patient Information ManagementInsurance VerificationEpic SchedulingCustomer Service ExcellenceMedical Terminology Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Patient Medical Information CollectionInsurance Pre-CertificationDemographic Data EntryMedical TriageReferral CoordinationFinancial EducationThird-Party Payer KnowledgeWorkers Compensation AuthorizationPerformance Improvement ParticipationBasic Computer Proficiency

Soft Skills

Effective CommunicationTact and DiplomacyFlexibilityCustomer ServiceTelephone Etiquette

Tools & Technologies

EpicCordataRuby-on-LineBilling SystemsHIM Systems

Industry Keywords

Clinical ExperienceCustomer Service ExperienceMedical TerminologyThird Party PayersPatient Care Coordination

Tech Stack

Tools & technologies

Ruby

About the role

Key responsibilities & impact

Collect comprehensive, detailed patient medical information and determine the need for nursing intervention
Expedite care for urgent patients
Interpret and apply policies and procedures
Provide financial education regarding benefits and personal financial liability
Obtain insurance verification and pre-certification
Coordinate single case agreements and third-party payer contracts
Schedule appointments and tests across departments, clinics, and private medical offices
Coordinate medical information, records, and films for upcoming appointments
Communicate patient status with internal and external providers
Answer patient phone calls and address concerns and needs
Capture accurate patient information for medical triage of spine referrals using Cordata and physician protocols
Identify and process urgent patients and services requiring pre-certification or pre-authorization
Obtain external medical records and transfer them to HIM and Cordata
Enter demographic, billing, and insurance information into registration and billing systems
Verify eligibility and benefits with insurance companies
Advise patients, referring physicians, insurance companies, or providers about coverage issues and financial responsibility
Obtain Workers Compensation authorization and document authorization details
Refer WVU Cares/self-pay patients to financial counselors
Schedule clinic appointments using Epic and communicate appointment details and instructions
Flag patient accounts for special notifications and inform clinics of assistive-device needs
Respond to and resolve patient and referring physician/office needs and complaints
Record referral and physician information in Cordata and update the Referring Physician Database via Ruby-on-Line
Identify duplicate Epic files and coordinate resolution with HIM
Participate in performance improvement, educational programs, and departmental meetings

Requirements

What you’ll need

High School or Equivalent
Two years of clinical or customer service experience
Basic knowledge of medical terminology preferred
Basic knowledge of third party payers preferred
Working knowledge of computers
Excellent customer service and telephone etiquette
Ability to communicate effectively verbally and in writing
Ability to use tact and diplomacy in dealing with others
Flexibility to meet department or hospital needs, including changes in work volume, scheduling changes, and emergency call-backs
Frequent walking, sitting, stooping, reaching, pushing, pulling, lifting, grasping, and feeling
Ability to sit for extended periods of time
Reading and comprehension ability
Visual acuity within normal range
Ability to exert in excess of 50 pounds of force occasionally to move objects
Manual dexterity to operate keyboards, fax machines, telephones, and other business equipment

Benefits

Comp & perks

Equal opportunity employment and protection from unlawful discrimination
Reasonable accommodations for individuals with disabilities
Participation in educational programs for mandatory requirements, job growth, and personal growth