Referral Intake Coordinator

About the role

As a Referral Intake Coordinator, you’ll ensure every client receives prompt, accurate, and compassionate service. This role is responsible for building strong referral partnerships, capturing high-quality client data, and supporting our home and community-based services. Your attention to detail and commitment to service will support timely care delivery—making you a critical part of Vivie’s client experience and operational excellence.

Responsibilities

• Referral Management & Intake - Receive, review, and process referrals from physicians, hospitals, and other sources. Complete timely collection of complete and accurate intake data and ensure smooth handoffs to clinical teams.
• Customer Experience & Inquiry - Field inbound calls and inquiries to assess needs and align individuals with the most appropriate Vivie service line. Provide exceptional customer service that creates positive, lasting impressions.
• Maintain & Manage Electronic Health Records - Gather required client health information and securely store using Vivie’s EMR system to ensure accuracy and regulatory compliance.
• Collaborate with Sales Teams - Assist Sales staff with knowledge of their markets by communicating updates on referral partners, key contacts, and facilities. Be aware of referral source preferences and strive to meet their needs.
• Collaborate with Operational Teams - Assist HCBS staff with tasks that support care coordination and client service. Provide feedback on processes to continuously improve service delivery.
• Other Duties as Assigned - The duties and responsibilities listed above are representative of the nature and level of work assigned and are not necessarily all inclusive.

Requirements

• High school diploma or GED required; Associate degree preferred.
• Active LPN licensure preferred, but not required.
• Ability to pass state mandated background checks.
• Physical capability to perform all essential job functions.
• Ability to read, write, and speak English to ensure effective communication with team members, clients, and visitors.

Qualifications

• Experience with EMRs and knowledge of medical terminology.

Skills

• Strong organizational skills with the ability to manage multiple priorities independently.
• Excellent attention to detail and data accuracy.
• Strong