Referral Coordinator

Key Responsibilities

• Receive and manage referrals from multiple sources, including phone calls, fax, email, and online submissions
• Prioritize referrals based on urgency and client needs
• Collect and document client information, including demographics, insurance details, and reason for services
• Complete initial program screenings to help determine appropriate services
• Verify insurance eligibility using multiple insurance portals and collaborate with the billing department
• Create and maintain accurate client charts and records
• Schedule intake appointments based on provider availability and client needs
• Send intake paperwork and coordinate follow-up tasks to ensure completion
• Track referral status and maintain accurate documentation across systems
• Follow up with clients who have not completed the intake process
• Communicate with referral sources as needed
• Manage a high volume of incoming calls and referrals while maintaining professionalism and efficiency
• Collaborate with providers, reception, and internal teams to ensure continuity of care

Requirements

• A high school diploma or equivalent required; an Associate’s or Bachelor’s degree preferred
• Previous experience in healthcare, behavioral health, or a related administrative role preferred
• Experience with insurance verification and medical terminology is a plus
• Strong organizational and multitasking skills
• Excellent communication and customer service skills
• Ability to handle sensitive and high-need client interactions with professionalism and empathy
• Proficiency in electronic health records (EHR) systems and Microsoft Office