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MTS Referral Specialist

Role overview

Qualifications

  • High School Graduation or GED required
  • 2+ years of professional medical knowledge in a practice setting preferred
  • Bilingual is a plus
  • Ability to work on discrete tasks in a high-volume, high-pressure environment

Responsibilities

  • Offers exceptional customer service while performing tasks professionally and positively
  • Demonstrates the ability to complete both urgent and non-urgent referral processes
  • Coordinates the efforts of the referral management department
  • Documents all encounters with patients and physicians within the EMR system

Key facts

  • Remote from: Texas (USA)
  • Full time
  • Mid-level (2-5 years)
  • 0
  • English

Other skills

  • Customer Service
  • Analytical Skills
  • Communication
  • Teamwork
  • Problem Solving
  • Time Management

About the company

Methodist Health System logo

Methodist Health System

Methodist Health System is a faith-based organization with a mission to improve and save lives through compassionate, quality healthcare. For nearly a century, Dallas-based Methodist Health System has been a trusted choice for health and wellness. Named one of the fastest-growing health systems in America by Modern Healthcare, Methodist has a network of 12 hospitals (through ownership and affiliation) with nationally recognized medical services, such as a Level I Trauma Center, multi-organ transplantation, Level III Neonatal Intensive Care, neurosurgery, robotic surgical programs, oncology, gastroenterology, and orthopedics, among others. Methodist has more than two dozen clinics located throughout the region, renowned teaching programs, innovative research, and a strong commitment to the community. Our reputation as an award-winning employer shows in the distinctions we’ve earned:• Magnet® designations for Methodist Dallas, Methodist Charlton, Methodist Mansfield, and Methodist Richardson Medical Centers• 150 Top Places to Work in Healthcare by Becker’s Hospital Review, 2023• Top 10 Military Friendly® Employer, Gold Designation, 2023• Top 10 Military Spouse Friendly® Employer, 2023

Company details

Company typeXLarge
Company size5001 - 10000

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Job description

Hours of Work :

40

Days Of Week :

5

Work Shift :

Job Description :

Your Job:
The Referral Specialist will support all Methodist Transplant Specialists clinics and referral services, which may include processing all incoming referrals from providers and clinical support staff. Furthermore, the specialist serves as a reserve point of contact for the MTS clinics regarding incoming calls, appointment scheduling, and follow-up calls related to care coordination. You will serve as a liaison between patients and clinical support staff.

Your Job Requirements:

• High School Graduation or GED required.
• 2+ years of professional medical knowledge in a practice setting is preferred. Bilingual is a plus.
• Candidate must be able to work on discrete tasks in a high-volume, high-pressure environment.
• Good judgment and professional demeanor are a must.

Your Job Responsibilities:

• Offers exceptional customer service while performing tasks professionally and with a positive attitude. Has the ability to handle multiple tasks. Must be able to research required information using available resources. Capable of handling and resolving customer issues. Must be able to identify and escalate priority tasks per department workflows.
• Demonstrates the ability to complete both urgent and non-urgent referral processes. This includes but is not limited to an excellent working knowledge of the workflow processes required to complete established patient referrals.
• Ensures all requested patient referrals are completed within the established department time-frame criteria. Interacts with office management, specialist staff, and insurance companies to accurately and efficiently process physician referral requests and provide high-quality patient care.
• Coordinates the efforts of the referral management department, verifies patients have scheduled appointments with the specialty providers, and provides patient addresses, phone numbers, and authorization referral forms to specialists as necessary.
• Faxes (eFax) completed specialist referral forms, patient demographics, and any additional information needed to primary care physicians or patient service consultants as necessary and directed.
• Documents all encounters with patients and physicians within the EMR system. Logs all referrals into the EMR system and monitors status to ensure timely completion.
• Makes outbound calls as needed to complete assigned tasks related to referrals.
• Serves as reserve point of contact at the Methodist Transplant/Liver Institute regarding incoming calls, appointment scheduling, and follow-up calls related to care coordination.
• Maintains the strictest confidentiality while attempting to provide first-call resolution.
• Screens calls, takes messages when applicable, and conveys information to appropriate parties per department workflows.
• Complies with all administrative workflows of the MTS department.  Maintains and follows all policies and procedures of the organization and those specific to Methodist Medical Group (MMG).
• Communicate with management about any issues or delays impacting patients' quality of care and customer service.
• Willingly participates in continuing education and other applicable activities to maintain professional competence, including team huddles and meetings.
• Works collaboratively with other department members to cultivate a team approach focused on achieving the highest quality patient care and staff cooperation.
• Performs other tasks as assigned by management.
• Remote Position: The Employee may transition to working from home after completing six months in the clinic and meeting all training milestones. This would require the employee to demonstrate high role competency, task proficiency, and the ability to work independently.

 

Methodist Medical Group is the North Texas physician organization affiliated with Methodist Health System. Our fast-growing network of providers includes more than 92 MMG ambulatory clinics, an urgent care clinic, and a virtual care service known as MethodistNOW. Our employees enjoy not only competitive salaries but also the outstanding benefits package of Methodist Health System, which includes medical, dental, and vision insurance; a matched retirement plan; an employee wellness program; and more. The opportunities for career growth are equally generous. Our affiliation means being part of an award-winning workplace:

  • Newsweek’s America’s Most Admired Workplaces 2026

  • Glassdoor’s Best-Led Companies 2025

  • Fortune’s Best Workplaces in Health Care 2025

  • Great Place to Work Certified 2026-2026

  • Glassdoor’s Best Places to Work 2025

  • TIME’s Best Companies for Future Leaders 2025

  • Military Friendly – Gold Employer 2025

  • Newsweek’s America’s Greatest Workplaces for Mental Well-Being 2025

  • Becker’s Healthcare Top Places to Work in Healthcare 2025

  • Newsweek’s Greatest Workplaces 2025

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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