Referral Coordinator

Responsibilities

• Captures referrals ordered by clinical practitioners.
• Reviews communication tools and the electronic health record (EHR) to receive referral orders from clinical practitioners.
• Reviews the referral order for completeness to ensure the receiving specialty partner has the information needed to schedule the referral appointment.
• Communicates directly with the ordering practitioner if additional information is needed.
• Reviews the patient’s insurance status to coordinate applications to patient assistance programs or completes prior authorizations with insurance companies when needed to facilitate timely referral appointments.
• Documents each step of the referral process per established referral procedure.
• Documents all communication with the patient related to the referral process.
• Informs the ordering practitioner of the status of the referral per the established referral procedure.
• Follows the established procedure for referral tracking to ensure follow-up for patients who miss their referral appointment.
• Communicates with the ordering practitioner when patients miss their referral appointment.
• Collaborates with the Health Records Coordinator per established referral procedure to assist with completion of the referral.
• Performs routine audits of open referrals.
• Collaborates in the process of assigning incoming referrals to the designated members of the Referrals team.
• Acts as a liaison between patients and specialists to address inquiries and concerns.

Qualifications

• Possesses a basic level of written and verbal communication skills, computational and computer skills, and mathematical knowledge typically acquired through completion of a high school program.
• Possesses specific knowledge of referral processes and practices.