Referral & Insurance Specialist | White Bird Clinic

Referral & Insurance Specialist

32 hours per week

Pay and Benefits:

Starting wage $15.00 an hour plus medical/dental/vision insurance and sick/vacation time.

Job Description:

This position is a liaison between White Bird Medical Clinic and specialty clinics, pharmacies, DME suppliers, insurance companies, and other outside agencies. The objective of the position is to facilitate care coordination, provide robust documentation, and act as a problem-solving point person in external agency processes. The referral and insurance specialist is responsible for processing and following up on referrals, processing prior authorizations for prescriptions and DME orders, dealing with prescription and insurance issues, fulfilling medical records requests, and performing other clerical operations related to clinical care as needed.


  1. Process all referrals, including creating referral sheets with all relevant information, sending corresponding records, following up on referral process with external offices and documenting appropriately.
  2. Process prior authorization requests for medications and DME, including ordering DME from suppliers, and documenting appropriately.
  3. Resolve insurance problems that arise between the clinic, the insurance companies, and/or specialty providers as needed.
  4. Resolve insurance related issues with pharmacies and/or patient prescription issues.
  5. Copy and send patient records for billing purposes, to specialty clinics we refer to, and to fulfill medical records requests from outside agencies.
  6. Send invoices to appropriate agencies for medical records requests.
  7. Occasionally helps monitor incoming faxes, distribute faxes to appropriate staff and upload documents into EHR charts.
  8. Attend weekly staff meetings as directed as well as additional meetings as scheduled.


  1. One year medical and/or dental office experience
  2. One year experience working with the referral and prior authorization process
  3. Ability to work with a diverse population and a broad range of situations while maintaining a professional and courteous attitude
  4. Strong computer skills: Word / Excel / Internet (Firefox) / NextGen EPM & EHR
  5. Strong math and English language skills
  6. Detail oriented.  Ability to work independently and to a deadline.
  7. Strong communication skills
  8. Complete new employee orientation


  1. Completion of college level MOA (Medical Office Assistant) training.
  2. Knowledge of local medical community and systems
  3. Bilingual in English and Spanish preferred
  4. Experience in working in a consensus environment


This position reports to the Office Manager.

NOTE:  All positions at White Bird Clinic have a minimum 3 month probationary period.


You can apply online by filing out the form below or you can download the application packet here and mail it in.

Instructions: Please read job description and summary of the history of White Bird Clinic, then complete this application and submit it to the Clinic by the advertised deadline. Please be sure that you have answered all pertinent questions. Feel free to attach copies of your resume or vita and cover letters, if you wish.

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Work History: List below your work experience, including volunteer work. Include the job title, name and address of employer, name of supervisor, dates of hiring and leaving, and reason for leaving.

Education: Please list your training and education, including degrees and certifications earned, and list any other qualifications relevant to this position. (If the position you are applying for requires current certification as an RN or EMT in the state of Oregon, please upload a photocopy of your certification with your resume at the bottom of this page.)

Why do you want to work at White Bird? In a collective?

How would you work with a large, unruly, slightly crazy, and occasionally unreliable group of staff or volunteers?

Given the job description, please provide any information about yourself that will help us in making a decision.

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If you have a resume and/or cover letter, use the following to search your file system for those documents.

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The electronic signature authorizes White Bird Clinic to contact any sources and references to verify and obtain information in assessing my qualifications, unless otherwise specified on application. I certify that all my statements on this application are true.



Please note that after you submit this application it may take up to a minute to submit your application and supporting documents. Please do not close the window or cancel the process until you get the message that your application has been submitted. Contact us at with any questions.