Referral/Refill Clerk

OMNI FAMILY HEALTHOMNI FAMILY HEALTHBakersfield, California, United States
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Posted

9/24/2026

Employment

Full time

Range

$22 - $26/hr

Work style

On-site

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AI summary

Core responsibilities

The Referral Clerk coordinates patient referrals, schedules appointments, and manages medical records to ensure timely specialty care. They also advocate for patient discounts and maintain compliance with HIPAA and organizational quality standards.

Requirements overview

Candidates must have a high school diploma or equivalent and training in medical terminology or administration. Previous experience in a medical referral role and bilingual proficiency in English and Spanish are preferred.

Key skills

Medical terminologyMedical administrationPatient referral coordinationAppointment schedulingElectronic health recordsData entryPatient advocacyHIPAA complianceQuality assuranceCommunicationMultitaskingCustomer service

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Education requirements

high school

About OMNI FAMILY HEALTH

Industry

Hospitals and Health Care

Employees

448

Type

Nonprofit

Size

501-1,000 employees

Omni Family Health is a national award-winning network of state-of-the-art Community Health Centers. Omni provides quality healthcare services throughout California's Central Valley, in Kern, Kings, Tulare, and Fresno counties. Our organization is committed to meeting the healthcare needs of our local communities by providing a healthcare delivery system that offers a full range of primary, preventative care, and supportive services in medical, dental, behavioral health, pharmacy, and many more specialties. As a mission-driven organization, Omni's team of committed providers and staff promote accessible, affordable, quality health care for patients of all ages and backgrounds, regardless of a patient's ability to pay. Omni accepts most insurance plans; however, medical insurance is not required to receive services. Medi-Cal, Medicare, and Denti-Cal are accepted forms of healthcare coverage. Omni offers free interpretation services at our health centers. Omni’s achievements have been nationally recognized by numerous organizations, including the Migrant Center of the Year and the Outstanding Achievement Award, both issued by the National Association of Community Health Centers. Most recently, Omni received consecutive 2017 and 2018 HRSA Quality Improvement Awards for exceeding national clinical quality benchmarks. Joint Commission and Patient-Centered Health Home accreditation demonstrate Omni's best-practice healthcare delivery system. The impressive accomplishments of the organization can be attributed to the leadership of the Board of Directors, the dedication of the Executive Management Team led by Chief Executive Officer, Francisco L. Castillon, MPA, and the ongoing commitment of staff. To fulfill Omni’s mission and vision, the organization will continue to strive to be the leading healthcare organization throughout the Central Valley and beyond.

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Job categories

HealthcareAdministrativeCustomer Service & Support

Description

Job Summary:  The person in this position is part of the team concept in the Center’s health delivery system, which is devoted to coordinating all patient referrals at the request of the providers. Responsible for coordinating referrals with patients as well as tracking any reports as they are received. Responsible to ensure patients will receive timely, high quality and efficient specialty care and support services through the referral system. Must be familiar with community resources to facilitate the needed services for patients at Omni Family Health. Job Duties: 1. The Referral Clerk will efficiently coordinate all patients’ referrals at the request of the providers. 2. Supports patient health by appropriately schedule and/or cancel all appointments, coordinating with the patients and the outside providers. 3. Appropriately determines and validate patient eligibility, validate patient demographic information and pull records and file documentation. 4. Will efficiently notify the patient of said appointment and give any instructions if needed. 5. Advocate for patient discounts with local vendors, including hospitals, laboratories and individual medical providers especially for sliding fee scale and self pay patients. 6. Prepare authorizations necessary for outside patient care, and health plan payment. 7. Expected to proficiently track and record reports in the referral systems and electronic health record as they are received. 8. Follow-up on pending referrals to include sending certified letters to non-compliant patients. 9. Cooperatively work with outside agencies to help patients apply for alternate resources when appropriate.  10. Other related duties or responsibilities as assigned. 11. Promote and believe in OFH mission statement. 12. Ability to relate to the public regardless of racial, ethnic and economic status.   Additional Duties:  1. HIPAA compliance - Responsible for maintaining abreast of and in compliance with all HIPAA regulations and requirements. Treats all member information confidential. 2. Compliance - Ensure compliance with all local, state and federal regulations. 3. QA/QI - Participate in QA/QI activities and contribute towards the overall performance improvement of the organization.  4. IT - Required to learn and use the Electronic Health Record and Practice Electronic System and its components. As required by the job functions and highlighted in the Policies and Procedures. These components include NextGen, PMS, QSI and other electronic features, as they are developed and implemented, as applicable to work environment. 5. All employees will participate in Patient Centered Health Home Model at Omni Family Health.   Qualifications, Education, and Experience: 1. Must have thorough education or training in the basics of medical terminology and/or medical administration. Past work experience in the medical field will be considered in lieu of education or training in the basics of medical administration. 2. High school diploma or equivalent. 3. Referral experience preferred. 4. Bilingual in English/Spanish preferred. 5. Ability to work with clinical staff and handle pressure from more than one provider. 6. Ability to work with frequent interruptions and manage multiple priorities. 7. Commitment to the concepts of preventive health care program and team approach to health care delivery. Responsible To: Referral Supervisor Classification: Non-Exempt

Requirements

  • •Medical terminology
  • •Medical administration
  • •Patient referral coordination
  • •Appointment scheduling
  • •Electronic health records
  • •Data entry
  • •Patient advocacy
  • •HIPAA compliance
  • •Quality assurance
  • •Communication
  • •Multitasking
  • •Customer service

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