Data and Referral Coordinator

THE WARREN CENTER•Irving, TX

About The Position

The Data and Referral Coordinator supports The Warren Center’s mission by accurately collecting, maintaining, and managing client information for its programs. The role also provides day-to-day business support, including handling general office calls, mail, and reception duties. Responsibilities include answering and directing calls, communicating within the office, taking referrals, explaining the intake process, greeting visitors, and taking patient payments. The coordinator enters and maintains program data; processes referrals, transfers, and dismissals; organizes confidential records; prepares and distributes referral packets; completes intake and enters information into the agency database; and adds required documentation to electronic Clinic files. The role also coordinates among parents, billing, and clinic staff to help ensure timely therapy services. The position is performed in a shared office with limited privacy and a usually moderate noise level. The work involves frequent computer and keyboard use, long periods of sitting, occasional standing, and lifting at least 5 pounds. The Warren Center is an Equal Opportunity Employer and states its commitment to an inclusive culture.

Requirements

High school diploma or GED.
Experience in customer service and reception practices.
Experience with computer data systems and computer applications.
Clear and concise communication skills.
Professional, dependable, and proactive approach.
Ability to work in a fast-paced environment.
Ability to work independently without close oversight and productively engage as a team player with people at varying levels of seniority, both within and outside The Warren Center.
Strong organizational and time-management skills with exceptional attention to detail.
Advanced knowledge of Microsoft Office Suite, including Word, Excel, PowerPoint, Outlook, OneDrive/SharePoint, and Teams.
Ability to meet the stated physical requirements, including frequent hand and keyboard use, seeing, talking, and hearing; long periods of sitting; occasional standing; and lifting at least 5 pounds.

Nice To Haves

Bilingual in English and Spanish.

Responsibilities

Answer, screen, and forward incoming calls appropriately.
Support intra-office communication.
Take referrals and explain the intake process.
Greet visitors as appropriate and take patient payments.
Enter data and process referrals, transfers, and dismissals, providing appropriate documentation in files.
Maintain organized and confidential records, including filing as requested.
Enter referral information into the agency database for the Clinic and other programs as needed.
Prepare referral packets and distribute them for the Clinic and other programs.
Complete the office intake process and enter data into the agency database.
Provide required documentation in electronic files for the Clinic.
Coordinate between parents, billing, and clinic staff to support timely therapy services.
Handle general office calls, mail, and reception duties.