Description:
The Referral Coordinator performs core referral functions, including scheduling, referral authorization, and medical record maintenance for a practice, clinic, or department. Coordinates care related to screening, diagnostic, and therapeutic services, ensuring accuracy and efficiency. Serves as a resource for patients, providers, staff, and external partners while maintaining professionalism, confidentiality, and effective communication.
The Referral Coordinator
- Ensures referral requests are scheduled timely in accordance with established procedures, including patient visits, testing, procedures, and surgeries.
- Maintains working knowledge of clinical information systems for scheduling, registration, and reporting functions.
- Ensures accurate entry of insurance, demographic, and eligibility information in accordance with established procedures.
- Verifies referral and authorization requirements and completes processes within required timeframes.
- Provides high levels of customer service to patients, visitors, clinical staff, and team members.
- Supports team, practice, or department needs including administrative work, data entry, medical record management, and report completion.
- Participates in special projects as assigned by leadership.
- Provides directions and assistance to patients and visitors as needed.
- Communicates effectively with management, clinical staff, and internal and external customers.
- Maintains confidentiality and handles sensitive information appropriately.
- Manages changing priorities and workload interruptions while operating office equipment.
- Handles difficult situations with tact and diplomacy.
- Interacts directly with patients, visitors, staff, vendors, and providers in various settings.
- Participates in referral-related training, meetings, and ongoing education.
- Serves as a resource for referral-related questions and guidance.
What We Require
Education: Associate degree required or 2 years of experience may be considered in lieu of degree.