Referral Coordinator

About the Role

The Referral Coordinator is responsible for coordinating insurance referrals for patients’ upcoming visits and procedures.

Responsibilities

• Data entering and scanning patient referral information.
• Contact primary care physicians, patients, and in-office departments and providers to obtain information necessary to schedule procedures and office visits.
• Enter all demographic information provided into the Allscripts EMR system.
• Create new patient charts.
• Distinguish the type of services needed (ASAP, screening, office visit, open access).
• Mail or fax responses and letters to referring offices.
• Document all information completely and thoroughly in the patient’s chart.
• Text message appointment options to patients using the Artera texting app.
• Document patient status post-appointment as no-show and notify appropriate parties.
• Discharge patients via certified letter from the practice after following proper protocol, including notifying the patient, PCP, and usual provider in the office.
• Assist with hospital booking sheet documentation when patients are scheduled at the hospital through the OA process.
• Print prep instructions for procedures scheduled for the OA department and address envelopes as needed.
• Complete tasks in a timely, complete, and correct manner.
• Regular interaction with referring provider offices.
• Work cooperatively with all other employees in and out of the office.
• Other duties as assigned.

Requirements

• High School Diploma.
• Preferred: Medical Referral Experience and/or Allscripts EMR system experience.
• Strong organization and communication skills.
• Knowledge of medical terminology is a plus.
• Willingness to travel if needed.

Physical Activities and Requirements

• Repetitive hand movement due to extended computer use.
• Sitting for long periods of time.