Referral Coordinator I

Duties and Responsibilities

• Receives and processes referrals, ensuring timely coordination with participants, their caregivers and the interdisciplinary team.
• Collaborates with external specialist/vendor offices to secure appropriate appointment dates/times and facilitates the transmission of necessary information.
• Maintains awareness of CEI contracted provider networks in collaboration with the Contracts department.
• Documents and maintains accurate records of appointment dates/times and referral tracking in the electronic health record and related systems.
• Utilizes finance system to obtain referral authorization numbers, enters them into referral and alerts vendor for claims processing.
• Collaborates with Health Information Coordinator (HIC) to assure clinical information is available and delivered to external specialists as required.
• Confirms appointments by ensuring all necessary arrangements (transportation, escort, interpreter, etc.) are in place to facilitate successful appointment completion.
• Demonstrates effective communication when addressing team member and participant concerns by demonstrating effective problem-solving skills and escalating complex issues to HIRM when necessary.
• Participates in department meetings and contributes to discussions aimed at improving referral processes and service delivery.
• Attends clinic meetings to review participant appointment needs and prioritize urgent appointments.
• Confirms appointments by ensuring all necessary arrangements (transportation, escort, interpreter, etc.) are in place to facilitate successful appointment completion.
• Demonstrates dependability by arriving consistently and on time to scheduled work hours, and submit timely and accurate timesheets.
• Displays a willingness and ability to be responsive to all customer groups, including team members, participants and their families.
• Follows all agency policies and procedures and training requirements.
• Participates in Quality Improvement program as required.

Qualifications

• Associate degree or equivalent work experience
• Minimum one year’s experience authorizing and scheduling medical appointments, required.
• Knowledge of medical terminology, completion of medical terminology course preferred.
• Experience with electronic health record required.
• Basic proficiency in MS Office systems preferred.
• Proficient with oral and written English is required.
• Customer service oriented with friendly, courteous communication style in person, on the phone and in writing.
• Detail oriented, high degree of work accuracy.
• Ability to prioritize work according to productivity standards and within deadlines.
• Ability to work independently with minimal supervision and as part of a multidisciplinary team is required.