Position:
Patient Referral Processing Specialist (Clerical Specialist)
Workdays:
Sunday – Friday (2 days off during the week (with the heaviest workload on Sundays and Mondays)
Location: Full Remote
Hours:
6:00 PM – 2:00 AM EST (after-hours shift)
Start Date:
September 26, 2025 (Spectra Onboarding)
Job Description
As a
Patient Referral Processing Specialist
, you will play a vital role in ensuring patients are connected to the care they need by managing a high volume of partner referrals. This role requires strong attention to detail, excellent communication skills, and the ability to work independently in an after-hours environment.
What You Will Do
- Process a large volume of client referrals from partners through multiple channels (email, web-based forms, fax).
- Maintain a positive, empathetic, and professional attitude when communicating with partners and colleagues.
- Provide accurate and complete information using the appropriate tools and methods.
- Keep detailed records of referral partner interactions, transactions, comments, and complaints.
- Collaborate with internal teams to ensure timely and accurate patient intake.
- Support Care Coordination beyond referral processing through tasks such as:
- First-session documentation
- Completing system workflows (faxes, HSRM, etc.)
- Text/SMS-based patient outreach
- On rare occasions, respond to distressed patients and connect them with appropriate resources via phone or email.
Success Looks Like
- Within two weeks, gain full understanding of the referral process and required data to ensure patients receive proper care.
- Consistently identify and address missing data points, communicating effectively with partners and internal teams to meet referral conversion targets.
- Within the first month, demonstrate working knowledge of Care Coordination workflows beyond referrals, including documentation, communication, and system support.
Required Skills
- Strong attention to detail
- Proficiency with Microsoft Office Suite
- Customer-focused mindset
- Ability to quickly learn new tasks and systems
- Comfort working independently during after-hours shifts
Required Experience
- Previous experience in customer service or patient support
- Experience managing inbound and outbound patient data in a metric-driven environment
- Ability to navigate multiple platforms and interpret data in different formats
- Excellent written and verbal communication skills
- Availability to work
40 hours per week, Sunday through Friday, with core hours of 6:00 PM – 2:00 AM EST
Preferred Education/Experience
- Prior call center or data processing experience, especially with insurance or patient information
- Familiarity with ticketing systems or CRMs (Salesforce preferred but not required)
- Experience providing basic troubleshooting or technical support
What We Value
- Curious:
Seek to understand and dig deeper. - Courageous:
Take initiative, even when it's uncomfortable. - Lightful:
Assume positive intent in others. - Authentic:
Communicate openly, act with integrity, and follow through.