Referral Coordinator/MA

Diabetes & Glandular Disease Clinic, P.A.San Antonio, TX

About The Position

The Referral Coordinator is responsible for the processing and coordination of patient referrals to help provide the best patient care team. Assists providers and patients, when necessary, with the referral process for specialty care, diagnostic services to ensure continuity of care utilizing the protocols required by various health plans.

Requirements

  • Knowledge of EMR systems preferably Athena
  • Knowledge of basic medical terminology
  • Ability to operate basic office equipment
  • Proper telephone etiquette
  • Ability to read, understand and follow oral and written instructions
  • Must be well organized and detail-oriented
  • Have the ability to respond well under pressure
  • Promotes a professional, productive and positive work environment
  • Knowledge of medical terminology
  • Familiarity of clinic protocols and policies
  • Knowledge of HIPAA
  • Knowledge of EMR, health insurance
  • Skilled in multitasking effectively and answering multiple phone calls
  • Skill in conducting cooperative interactions with patients and staff
  • Skills in prioritizing tasks and time management.
  • Strong organizational skills
  • Ability to provide excellent customer service
  • Ability to interpret and respond appropriately to instructions
  • Ability to build rapport with patients and co-workers
  • Ability to recognize the need to escalate calls to manager, nurse or provider as necessary
  • Ability to exercise sound judgment in handling calls, especially with dissatisfied patients
  • High School Diploma or equivalent
  • Minimum of 1-2 years’ experience in administrative medical office setting and Insurance & referral knowledge

Responsibilities

  • Reviews referrals to confirm or obtain insurance authorization. If no authorization, returns referral to referring provider’s office via electronic medical record system.
  • Explains whether provider participates with patient’s insurance and if not, describes options for payment.
  • Contact specialty partners and insurance companies to ensure prior approval requirements are met. Present necessary medical information such as history, diagnosis and prognosis.
  • Be the navigator and point of contact for patients and families, with patients and families having direct access for asking questions and raising concerns regarding their referrals.
  • Answer telephone promptly and in a polite and professional manner, following call center scripts.
  • Handles all incoming telephone calls from patients and answers general referral questions and inquires.
  • Receives, directs, and relays telephone and fax information.
  • Responsible for inputting very detailed information on the patients using a variety of computer screens.
  • Secures patient information and maintains patient confidence by completing and safeguarding medical records, completing diagnostic and procedure coding and keeping patients information confidential.
  • Follows up with patients regarding pending referral/authorization.
  • Maintains strict confidentiality; adheres to all HIPAA guidelines/regulations.
  • Other duties as assigned.

Benefits

  • Competitive salary based on experience
  • Health, dental, and vision insurance options
  • Paid time off and holidays
  • 401(k) plan with employer contribution after 1 year of service
  • Opportunities for professional development
  • Fun work environment with Employee Appreciation and Engagement events

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume

What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

1-10 employees

© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service