Secretary I - Referral Coordinator Job at Pinehurst Surgical Clinic in San Jose

Secretary I – Referral Coordinator – Pinehurst Surgical Clinic Description The Secretary I provides essential clerical support to ensure smooth and efficient department operations. This role may include a variety of tasks outlined in this position description and provides support either directly to the department or to the primary secretary assigned to a physician. Telephone & Fax Management Answer calls promptly using approved scripting Assist patients and route clinical questions per policy Communicate urgent requests to clinical staff via approved methods Return calls within one business day, urgent calls immediately Deliver accurate messages and process referring physician requests Handle incoming and outgoing faxes daily Patient Registration & Scheduling Verify or enter demographic and insurance details Register patients via portal tasks Process referrals per clinic policy and insurance requirements Confirm insurance coverage and schedule appointments Provide directions and preparation details to patients Document no‑shows and cancellations in patient charts Pre‑Certifications Verify insurance information and eligibility Complete benefit forms accurately Contact insurance carriers online or by phone Forward benefit forms to financial counselors and assist patients as needed Coverage for Secretary II Schedule and order tests/procedures Obtain pre‑certs and referrals Enter charges into the system Preferred Qualifications Two years of experience in a medical setting Associate degree in Medical Office Administration or related field Knowledge of ICD‑10 and CPT‑4 coding Proficiency with Microsoft Office Suite Ability to communicate effectively and interact sensitively with patients Personal Characteristics Strong interpersonal skills Highly organized and detail‑oriented Maintains confidentiality at all times Demonstrates a service‑oriented approach Works accurately and methodically Seniority Level Entry level Employment Type Full‑time Job Function Health Care Provider Industries Hospitals and Health Care #J-18808-Ljbffr