Coordinator, Referrals
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. The posting includes: Job Summary (maybe About the role). Essential Duties & Responsibilities (Responsibilities). Education & Experience (Qualifications/Requirements). Knowledge, Skills & Proficiencies (Skills). Behavioral Expectations maybe part of Skills or Requirements? Could be part of Requirements. Physical Requirements maybe part of Requirements. Work Conditions maybe part of Requirements. No explicit Benefits, Pay, Schedule content. There's mention of travel: "Work will involve constant driving/traveling to assigned clinics/territories. Travel Required Amount of Expected Travel Details Yes 0-25% Flexibility to travel to clinical sites as needed." That's schedule/travel info, could be Schedule section. There's no explicit Pay or Benefits. So we should not create Pay or Benefits sections.
We need to use for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. The posting includes at end: "Cano Health is an equal opportunity/affirmative action employer..." and "Join our team..." and "Please see Cano Health’s Notice of E-Verify Participation..." That's boilerplate/EEO and application instructions; we should remove.
Also "Disclaimer" maybe boilerplate; but it's part of job description? It says "The duties and responsibilities described above are designed to indicate the general nature..." That's generic disclaimer; maybe we can keep? It's not substantive detail about job; but it's not boilerplate like EEO. However it's generic; but we might keep as it's part of description. However instructions: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The disclaimer is legal; maybe remove? It's a standard disclaimer; but it's not EEO. Might be considered legal boilerplate. Safer to remove.
Also "Physical Requirements" and "Work Conditions" are substantive; keep.
We need to structure sections: About the role (Job Summary). Responsibilities (Essential Duties & Responsibilities). Requirements (Education & Experience + Physical Requirements + Work Conditions?). Qualifications maybe overlapping; but we can combine Education & Experience as Qualifications. Skills (Knowledge, Skills & Proficiencies + Behavioral Expectations). Schedule (Travel info). No Benefits, Pay.
We must not repeat job title as heading. Not include Job ID.
We need to output only HTML fragment.
Let's extract content.
Job Summary paragraph: "It's rewarding to be on a team of people that truly believe in making an impact! We are committed to building the best primary care environment for patients and are seeking healthcare enthusiasts to join us. Job Summary The Referral Coordinator plays a vital role in supporting patient care coordination by managing insurance pre-verifications, referral processing, appointment scheduling, and communication between patients, providers, and health plans. This individual ensures timely and accurate handling of all internal and external referrals, authorizations, and follow-up activities. The Referral Coordinator serves as a key liaison among clinics, specialists, and insurance carriers, while upholding a patient-centered and service-oriented approach."
We can combine first sentence as part of About the role. We'll put in
.
Responsibilities: list of duties under Essential Duties & Responsibilities with subheadings: Referral Management & Coordination, Patient Communication & Navigation, Insurance & Authorization Processing, Value-Based Care Alignment, Administrative Support & Documentation, Care Team Collaboration, Compliance & Data Privacy, Clinic Support & Environment. Each has bullet-like sentences. We'll convert each sentence into
- maybe grouped under subheadings? But we only need
- for any list of duties/requirements/benefits. Could make a flat list of all duties. But better to keep structure: maybe each duty as
- . We'll preserve all details.
Let's extract each duty sentence:
- Process outgoing referrals promptly based on provider orders (e.g., specialty care, diagnostics, therapy).
- Review, validate, and document referral orders, input referrals and authorizations into the appropriate data systems.
- Schedule appointments with specialists or service providers, prioritizing high-quality, in-network, and cost-effective options.
- Track referral status, follow up on incomplete referrals, and ensure timely receipt of consultation reports.
- Close the referral loop by ensuring reports and documentation are routed to the appropriate provider.
Patient Communication & Navigation:
- Educate patients on the referral process, insurance requirements, and expectations.
- Assist patients in overcoming logistical or administrative barriers (e.g., transportation, language, scheduling).
- Notify patients of appointment details and authorization status.
- Provide compassionate, professional support in person and over the phone, reinforcing a positive patient experience.
Insurance & Authorization Processing:
- Verify insurance eligibility and determine referral and authorization requirements.
- Obtain prior authorizations and approvals from health plans as needed.
- Collaborate with payers and specialists to expedite authorizations and respond to denials or appeals.
Value-Based Care Alignment:
- Proactive schedule referrals related to key quality metrics, including HEDIS, STAR, and Quality Improvement (QI) measures (e.g., mammograms, colonoscopies, diabetic eye exams).
- Support accurate and timely documentation to meet risk adjustment and quality reporting requirements.
- Track referral patterns and help guide patients to in-network or preferred providers aligned with Accountable Care Organizations (ACOs) and narrow network strategies.
- Identify, address, and escalate referral delays or barriers that may impact clinical outcomes or contractual performance metrics.
Administrative Support & Documentation:
- Maintain accurate documentation of all referral activities in the Electronic Health Record (EHR) system.
- Log referral status, actions taken, and communications in a timely manner.
- Generate and distribute referral forms, notifications, and supporting documents.
Care Team Collaboration:
- Work closely with physicians, nurses, medical assistants, and care managers to coordinate care.
- Participate in daily huddles to proactively address upcoming referral needs.
- Share referral status updates with clinical team members in real-time.
Compliance & Data Privacy:
- Uphold HIPAA guidelines and clinic protocols related to data handling and patient confidentiality.
- Ensure secure communication of patient records to external entities.
Clinic Support & Environment:
- Provide clerical support to the clinical team, including managing lobby areas and assisting with PPE protocols.
- Collaborate with front desk and clinic staff to monitor scheduling and patient flow.
- Maintain a welcoming and organized patient experience environment.
Now Education & Experience:
- High school diploma or GED required.
- Minimum of 1–2 years of experience in a medical office, hospital, or clinical setting handling referrals.
- Working knowledge of medical terminology and insurance processes.
- Experience with scheduling systems, EHRs (e.g., eClinicalWorks), and insurance authorization procedures.
- BLS certification required; must be able to respond appropriately in emergencies.
Also there is a separate "Required/Preferred Education Requirements Education Level Discipline Required High school diploma or GED" which is duplicate; we can ignore duplicate.
Knowledge, Skills & Proficiencies:
- Proficient in Microsoft Office Suite (Excel, Word, Teams, PowerPoint).
- Familiarity with insurance portals, including Medicaid, Medicare, and commercial payers.
- Bilingual in English and Spanish preferred.
- Strong customer service, organizational, and time management skills.
- Ability to navigate multiple systems including:eClinicalWorks (eCW).Availity.Cano.Net (ticketing system).Workday (timekeeping/HR platform).Oracle (expense reporting).Health plan and diagnostic center portals.
Behavioral Expectations:
- Serve as a patient advocate and ensure patient needs are met with empathy and professionalism.
- Actively collaborate with clinic teammates to foster a supportive work environment.
- Engage with patients respectfully, using preferred names and offering assistance as needed.
- Promote a culture of compassion, accountability, and continuous improvement.
Physical Requirements:
- This position works under usual office conditions. The associate is required to work at a personal computer as well as be on the phone for extended periods of time.
- Must be able to stand, sit, walk and occasionally climb.
- The incumbent must be able to work extended and flexible hours and weekends as needed.
- Physical demands include ability to lift up to 50 lbs.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Conditions:
- Work will involve constant driving/traveling to assigned clinics/territories.
- Travel Required Amount of Expected Travel Details Yes 0-25% Flexibility to travel to clinical sites as needed.
We can turn travel into Schedule section.
Now we need to decide sections:
About the role: Job Summary paragraph.
Responsibilities: list of duties (maybe grouped but we can just list all
- ).
Requirements: maybe Education & Experience (including BLS). Could also include Physical Requirements and Work Conditions as part of Requirements? But we have separate sections for Requirements and Qualifications. The instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content to these headings. We have Education & Experience (could be Qualifications). Knowledge, Skills & Proficiencies (Skills). Behavioral Expectations maybe part of Skills or Requirements. Physical Requirements and Work Conditions maybe part of Requirements. Travel info -> Schedule.
We must not create sections with filler. So we will include:
About the role
... (job summary)
Responsibilities
... list of duty items
Qualifications
... education/experience items
Skills
... knowledge/skills/proficiencies + behavioral expectations
Schedule
... travel info
We might also include Requirements separate from Qualifications? But we have both headings; we could put Education & Experience under Qualifications, and maybe Physical Requirements under Requirements. However we have no separate "Requirements" content besides physical reqs. Could combine physical reqs into Qualifications? But we need to follow instruction: use headings only when posting has real specific content for it. If we put both Requirements and Qualifications, we need content for each. We have content for Requirements (Physical Requirements). So we can make a Requirements section with physical reqs. Qualifications for education/experience. Skills for knowledge/skills/proficiencies + behavioral. Schedule for travel.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Schedule.
Check if any content for Benefits, Pay: none, so omit.
Now ensure we don't include boilerplate like EEO etc.
Now craft HTML.
We need to preserve all substantive information; we must not lose any detail. Let's list all items.
About the role paragraph: combine the two sentences: "It's rewarding to be on a team of people that truly believe in making an impact! We are committed to building the best primary care environment for patients and are seeking healthcare enthusiasts to join us. Job Summary The Referral Coordinator plays a vital role in supporting patient care coordination by managing insurance pre-verifications, referral processing, appointment scheduling, and communication between patients, providers, and health plans. This individual ensures timely and accurate handling of all internal and external referrals, authorizations, and follow-up activities. The Referral Coordinator serves as a key liaison among clinics, specialists, and insurance carriers, while upholding a patient-centered and service-oriented approach."
We could keep as one paragraph.
Now Responsibilities list: we need to include each duty as - . Let's list them in order as extracted.
I'll produce
with each duty.
Now Qualifications list: education/experience items:
- High school diploma or GED required.
- Minimum of 1–2 years of experience in a medical office, hospital, or clinical setting handling referrals.
- Working knowledge of medical
- for any list of duties/requirements/benefits. Use
for prose. We must preserve all substantive information, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. The posting includes at end: "Cano Health is an equal opportunity/affirmative action employer..." and "Join our team..." and "Please see Cano Health’s Notice of E-Verify Participation..." That's boilerplate/EEO and application instructions; we should remove. Also "Disclaimer" maybe boilerplate; but it's part of job description? It says "The duties and responsibilities described above are designed to indicate the general nature..." That's generic disclaimer; maybe we can keep? It's not substantive detail about job; but it's not boilerplate like EEO. However it's generic; but we might keep as it's part of description. However instructions: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The disclaimer is legal; maybe remove? It's a standard disclaimer; but it's not EEO. Might be considered legal boilerplate. Safer to remove. Also "Physical Requirements" and "Work Conditions" are substantive; keep. We need to structure sections: About the role (Job Summary). Responsibilities (Essential Duties & Responsibilities). Requirements (Education & Experience + Physical Requirements + Work Conditions?). Qualifications maybe overlapping; but we can combine Education & Experience as Qualifications. Skills (Knowledge, Skills & Proficiencies + Behavioral Expectations). Schedule (Travel info). No Benefits, Pay. We must not repeat job title as heading. Not include Job ID. We need to output only HTML fragment. Let's extract content. Job Summary paragraph: "It's rewarding to be on a team of people that truly believe in making an impact! We are committed to building the best primary care environment for patients and are seeking healthcare enthusiasts to join us. Job Summary The Referral Coordinator plays a vital role in supporting patient care coordination by managing insurance pre-verifications, referral processing, appointment scheduling, and communication between patients, providers, and health plans. This individual ensures timely and accurate handling of all internal and external referrals, authorizations, and follow-up activities. The Referral Coordinator serves as a key liaison among clinics, specialists, and insurance carriers, while upholding a patient-centered and service-oriented approach." We can combine first sentence as part of About the role. We'll put in
. Responsibilities: list of duties under Essential Duties & Responsibilities with subheadings: Referral Management & Coordination, Patient Communication & Navigation, Insurance & Authorization Processing, Value-Based Care Alignment, Administrative Support & Documentation, Care Team Collaboration, Compliance & Data Privacy, Clinic Support & Environment. Each has bullet-like sentences. We'll convert each sentence into
- maybe grouped under subheadings? But we only need
- for any list of duties/requirements/benefits. Could make a flat list of all duties. But better to keep structure: maybe each duty as
- . We'll preserve all details. Let's extract each duty sentence: - Process outgoing referrals promptly based on provider orders (e.g., specialty care, diagnostics, therapy). - Review, validate, and document referral orders, input referrals and authorizations into the appropriate data systems. - Schedule appointments with specialists or service providers, prioritizing high-quality, in-network, and cost-effective options. - Track referral status, follow up on incomplete referrals, and ensure timely receipt of consultation reports. - Close the referral loop by ensuring reports and documentation are routed to the appropriate provider. Patient Communication & Navigation: - Educate patients on the referral process, insurance requirements, and expectations. - Assist patients in overcoming logistical or administrative barriers (e.g., transportation, language, scheduling). - Notify patients of appointment details and authorization status. - Provide compassionate, professional support in person and over the phone, reinforcing a positive patient experience. Insurance & Authorization Processing: - Verify insurance eligibility and determine referral and authorization requirements. - Obtain prior authorizations and approvals from health plans as needed. - Collaborate with payers and specialists to expedite authorizations and respond to denials or appeals. Value-Based Care Alignment: - Proactive schedule referrals related to key quality metrics, including HEDIS, STAR, and Quality Improvement (QI) measures (e.g., mammograms, colonoscopies, diabetic eye exams). - Support accurate and timely documentation to meet risk adjustment and quality reporting requirements. - Track referral patterns and help guide patients to in-network or preferred providers aligned with Accountable Care Organizations (ACOs) and narrow network strategies. - Identify, address, and escalate referral delays or barriers that may impact clinical outcomes or contractual performance metrics. Administrative Support & Documentation: - Maintain accurate documentation of all referral activities in the Electronic Health Record (EHR) system. - Log referral status, actions taken, and communications in a timely manner. - Generate and distribute referral forms, notifications, and supporting documents. Care Team Collaboration: - Work closely with physicians, nurses, medical assistants, and care managers to coordinate care. - Participate in daily huddles to proactively address upcoming referral needs. - Share referral status updates with clinical team members in real-time. Compliance & Data Privacy: - Uphold HIPAA guidelines and clinic protocols related to data handling and patient confidentiality. - Ensure secure communication of patient records to external entities. Clinic Support & Environment: - Provide clerical support to the clinical team, including managing lobby areas and assisting with PPE protocols. - Collaborate with front desk and clinic staff to monitor scheduling and patient flow. - Maintain a welcoming and organized patient experience environment. Now Education & Experience: - High school diploma or GED required. - Minimum of 1–2 years of experience in a medical office, hospital, or clinical setting handling referrals. - Working knowledge of medical terminology and insurance processes. - Experience with scheduling systems, EHRs (e.g., eClinicalWorks), and insurance authorization procedures. - BLS certification required; must be able to respond appropriately in emergencies. Also there is a separate "Required/Preferred Education Requirements Education Level Discipline Required High school diploma or GED" which is duplicate; we can ignore duplicate. Knowledge, Skills & Proficiencies: - Proficient in Microsoft Office Suite (Excel, Word, Teams, PowerPoint). - Familiarity with insurance portals, including Medicaid, Medicare, and commercial payers. - Bilingual in English and Spanish preferred. - Strong customer service, organizational, and time management skills. - Ability to navigate multiple systems including:eClinicalWorks (eCW).Availity.Cano.Net (ticketing system).Workday (timekeeping/HR platform).Oracle (expense reporting).Health plan and diagnostic center portals. Behavioral Expectations: - Serve as a patient advocate and ensure patient needs are met with empathy and professionalism. - Actively collaborate with clinic teammates to foster a supportive work environment. - Engage with patients respectfully, using preferred names and offering assistance as needed. - Promote a culture of compassion, accountability, and continuous improvement. Physical Requirements: - This position works under usual office conditions. The associate is required to work at a personal computer as well as be on the phone for extended periods of time. - Must be able to stand, sit, walk and occasionally climb. - The incumbent must be able to work extended and flexible hours and weekends as needed. - Physical demands include ability to lift up to 50 lbs. - Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work Conditions: - Work will involve constant driving/traveling to assigned clinics/territories. - Travel Required Amount of Expected Travel Details Yes 0-25% Flexibility to travel to clinical sites as needed. We can turn travel into Schedule section. Now we need to decide sections: About the role: Job Summary paragraph. Responsibilities: list of duties (maybe grouped but we can just list all
- ).
Requirements: maybe Education & Experience (including BLS). Could also include Physical Requirements and Work Conditions as part of Requirements? But we have separate sections for Requirements and Qualifications. The instruction says use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map content to these headings. We have Education & Experience (could be Qualifications). Knowledge, Skills & Proficiencies (Skills). Behavioral Expectations maybe part of Skills or Requirements. Physical Requirements and Work Conditions maybe part of Requirements. Travel info -> Schedule.
We must not create sections with filler. So we will include:
About the role
... (job summary)
Responsibilities
- ... list of duty items
Qualifications
- ... education/experience items
Skills
- ... knowledge/skills/proficiencies + behavioral expectations
Schedule
... travel info
We might also include Requirements separate from Qualifications? But we have both headings; we could put Education & Experience under Qualifications, and maybe Physical Requirements under Requirements. However we have no separate "Requirements" content besides physical reqs. Could combine physical reqs into Qualifications? But we need to follow instruction: use headings only when posting has real specific content for it. If we put both Requirements and Qualifications, we need content for each. We have content for Requirements (Physical Requirements). So we can make a Requirements section with physical reqs. Qualifications for education/experience. Skills for knowledge/skills/proficiencies + behavioral. Schedule for travel. Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Schedule. Check if any content for Benefits, Pay: none, so omit. Now ensure we don't include boilerplate like EEO etc. Now craft HTML. We need to preserve all substantive information; we must not lose any detail. Let's list all items. About the role paragraph: combine the two sentences: "It's rewarding to be on a team of people that truly believe in making an impact! We are committed to building the best primary care environment for patients and are seeking healthcare enthusiasts to join us. Job Summary The Referral Coordinator plays a vital role in supporting patient care coordination by managing insurance pre-verifications, referral processing, appointment scheduling, and communication between patients, providers, and health plans. This individual ensures timely and accurate handling of all internal and external referrals, authorizations, and follow-up activities. The Referral Coordinator serves as a key liaison among clinics, specialists, and insurance carriers, while upholding a patient-centered and service-oriented approach." We could keep as one paragraph. Now Responsibilities list: we need to include each duty as - . Let's list them in order as extracted.
I'll produce
- with each duty.
Now Qualifications list: education/experience items:
- High school diploma or GED required.
- Minimum of 1–2 years of experience in a medical office, hospital, or clinical setting handling referrals.
- Working knowledge of medical