Referral Coordinator

Job Title: 

Referral Coordinator 

Department: 

 Billing Office 

Reports To: 

 Billing Office Manager 

FLSA Status: 

Non-Exempt 

Date 

2/26/2024 

The Referral Coordinator is a professional who will assist our health care facilities and patients with coordinating referral appointments and sending referrals out in a timely manner.  

• Responsible for tracking, coordination, and communication of patient referrals. 

• Accurately maintain documentation on referrals via spreadsheet and EMR system. 

• Provide appropriate clinical information to specialists regarding visits when requested. 

• Review details and expectations about the referral with patients. 

• Ensures that referrals are processed in a timely manner. 

• Communicate with referral sources to determine if patients have been scheduled. 

• Initiate authorized referrals for patients when insurance requires it. 

• Performs other duties as assigned. 

• Demonstrate knowledge of and adhere to regulations and company policies and 

procedures pertaining to safety, emergency preparedness, infection control, OSHA, fire safety and hazardous materials.   

• Complies with the National Patient Safety Goals as they pertain to job responsibilities. 

• Participate in performance improvement activities as necessary. 

• Maintain confidentiality of patient related issues and adhering to all HIPAA rules and regulations. 

• Demonstrate effective interpersonal skills. 

• Treat all patients, visitors, and staff members fairly and with respect. 

• Utilize effective communication methods and skills.  

• Ensure personal appearance is always business casual and professional. 

• Responsible for always wearing identification badge which must be visible and above the waistline. 

• Attending all required meetings and in-service education. 

• Remain flexible in staffing patterns and resolution of staffing conflicts; participates in temporary assignments. 

• Compliance with attendance standards 

• Demonstrate flexibility when changes in assignments are necessary. 

Qualifications 

EDUCATION & EXPERIENCE  

• High school graduate or equivalent 

• 1-2 years of relevant experience. 

• Ability to read and communicate effectively in English. 

• Knowledge of medical terminology. 

• Able to work as a part of a team as well as individually. 

• Able to follow through with delegated tasks and responsibilities. 

LANGUAGE/MATH/REASONING ABILITY 

• Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization 

• Ability to add and subtract two-digit numbers and to multiply and divide with 10's and 100's. Ability to perform these operations using units of American money and weight measurement, volume, and distance 

• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. 

COMPUTER SKILLS 

• Basic computer skills 

• Professional Maturity: The ability to separate emotional feelings from the real issues at hand 

• Responsibility: The ability to accept choices you have made and the results they have led to 

• Communication: The ability to write and speak effectively; actively listens to others, and give feedback 

• Flexibility: Demonstrate responsiveness and adaptability following change initiatives 

• Intelligence: Understand information and apply new knowledge 

• Energetic: Exhibits high levels of energy and enthusiasm 

• Organized: Efficient in structuring tasks to be accomplished 

• Computer Savvy: The ability to use technology efficiently and effectively. 

• Customer Service: The ability to enhance customer satisfaction. 

• Job Knowledge/Technical Knowledge: Knowledgeable of current role and technical systems, and the impact it has on the organization. 

• Integrity and Respect: Demonstrates the utmost level of integrity. 

• Interpersonal Communication: Writes and speaks effectively based on the psychological, relational, situation, environmental and cultural dynamics within the situation. 

• Collaboration and Partnership: Encourages participation from team members 

• Manages Change: Demonstrates flexibility with changing environments 

• Problem Solving: Resolve issues in a timely manner 

• Attention to Detail: Follows procedures to ensure entry of data 

• Organization: Uses time efficiently by prioritizing and planning work activities 

• Judgment: Ability to make independent decisions 

• Teamwork: Works with others to accomplish objectives and shows support for decisions 

• Quality: Sets high standards to ensure quality in work performed 

• Accountability: Takes responsibility for adhering to all company policies, procures, and performance expectations 

• The physical demands for this position include adequate vision, hearing, and repetitive motion 

• Light physical activity performing non-strenuous daily activities of an administrative nature. 

• Ascending or descending stairs, ramps, and the like, using feet and legs and/or hands and arms. 

• Substantial movements (motion) of the wrist, hands, and/or fingers in a repetitive manner 

• Bending legs downward and forward by bending leg and spine 

• Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation. 

Printed Name 

Employee Signature Date