Data and Referral Coordinator
About The Position
The Data and Referral Coordinator supports The Warren Center’s mission of advocating for, serving, and empowering children and families impacted by developmental delays and disabilities. The position accurately collects, maintains, and manages client information for the Center’s programs and provides day-to-day business support, including handling general office calls, mail, and reception duties. The coordinator answers and routes calls, communicates within the office, receives referrals, explains the intake process, welcomes visitors, and takes patient payments. The role also enters and maintains program data, processes referrals, transfers, and dismissals, organizes confidential records, and prepares and distributes referral packets. For Clinic and other programs, the coordinator completes intake and database entry, maintains required electronic documentation, and coordinates among parents, billing, and clinic staff to support timely therapy services. The position requires customer service and reception experience, experience with computer data systems and applications, and a high school diploma or GED. The successful candidate is adaptable, professional, dependable, proactive, organized, attentive to detail, and able to communicate clearly and work effectively both independently and with a team. The role is performed in a shared office with limited privacy and a usually moderate noise level. Physical requirements include frequent hand and keyboard use, long periods of sitting, occasional standing, and lifting at least five pounds. Reasonable accommodation may be made to enable individuals with disabilities to perform essential job functions.
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 member with people at varying levels of seniority inside and outside The Warren Center.
- Strong organizational and time-management skills and exceptional attention to detail.
- Advanced knowledge of Microsoft Office Suite, including Word, Excel, PowerPoint, Outlook, OneDrive/SharePoint, and Teams.
- High energy and passion for The Warren Center’s mission.
- Flexible and adaptable style.
Nice To Haves
- Bilingual in English and Spanish.
Responsibilities
- Answer, screen, and appropriately forward incoming calls.
- Communicate within the office.
- Receive referrals and explain the intake process.
- Greet visitors as appropriate and take patient payments.
- Enter program data and process referrals, transfers, and dismissals, providing appropriate documentation in files.
- Maintain organized, confidential records, including filing as requested.
- Enter referral information into the agency database for the Clinic and other programs as needed.
- Prepare and distribute referral packets for the Clinic and other programs.
- Complete the office intake process and enter data into the agency database.
- Provide required documentation in electronic Clinic files.
- Coordinate among parents, billing, and clinic staff to support timely therapy services.
- Handle general office calls, mail, and reception duties.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
