About The Position

Join our team and help keep patient care moving every day. As a Referral Coordinator, you’ll fast‑track referrals, connect teams through clear communication, and remove obstacles to timely access. This role thrives on urgency, accuracy, and standout service, making sure patients are connected to the care they need, right when they need it. Job Purpose: The Referral Coordinator is responsible for managing and coordinating all aspects of patient referrals to specialty providers, diagnostic services, and outside healthcare facilities. This role ensures timely and accurate processing of referrals, maintains strong communication with patients, providers, and insurance companies, and supports the care team in delivering seamless patient care.

Requirements

  • High School Diploma or GED
  • Current CPR Certification
  • CA Driver’s License in good standing
  • 2 years of experience in referrals and medical records
  • 2 years of experience in a clinical setting
  • Ability to manage patient care workflows and protect sensitive health information HIPAA compliance and confidentiality
  • Electronic Health Records (EHR), preferably NextGen
  • ICD-10 coding knowledge
  • Medical terminology proficiency
  • Strong data entry and document scanning accuracy
  • Appointment scheduling and coordination
  • Medical records management
  • Microsoft Office Suite (Outlook, Word, Excel)

Nice To Haves

  • Experience working in a Tribal clinical setting

Responsibilities

  • Answer multi-line phones, manage voicemails, emails, and faxes, and respond promptly.
  • Perform scanning, data entry, document organization, and general office support.
  • Schedule and confirm patient appointments.
  • Collect demographic information and insurance details.
  • Ensure all required forms are completed for new or returning patients.
  • Provide excellent customer service by addressing patient questions and concerns professionally.
  • Offer basic health education, including health promotion and disease prevention.
  • Manage and process urgent and routine patient referrals daily.
  • Prioritize referrals by urgency and track them through completion.
  • Communicate with referring providers, specialty clinics, and insurance companies to coordinate care.
  • Redirect or escalate referrals as necessary based on provider availability or care requirements.
  • Maintain standardized referral workflows across departments (Family Practice, Women’s Health, Pediatrics).
  • Document referral actions and communications in the referral tracking system and EHR.
  • Participate in the selection, orientation, and training of referral personnel.
  • Identify patients who may benefit from specific programs and collaborate with clinical staff.
  • Manage, prepare, and retrieve patient charts and records to support billing and clinical care.
  • Organize and maintain health information in both paper and electronic systems.
  • Process incoming and outgoing requests for medical records, ensuring appropriate authorization.
  • Maintain HIPAA compliance in managing physical and electronic records.
  • Update and ensure accuracy of patients’ Electronic Health Records (EHR).
  • Assign codes for insurance reimbursement and verify patient insurance eligibility.
  • Obtain and submit prior authorizations for appointments, tests, procedures, and referrals.
  • Track authorization statuses and follow up to ensure timely processing.
  • Collaborate with providers to reprocess denied authorizations when necessary.
  • Communicate with insurance companies, providers, and Workers’ Compensation carriers to exchange essential information.
  • Work with Workers’ Compensation carriers, including Tribal First, to coordinate patient care and documentation.
  • Coordinate care with Tribal First and Human Resources for Workers’ Compensation patients.
  • Communicate with Tribal First to ensure required information is submitted promptly.
  • Accurately enter and update referral and authorization data in tracking systems and reporting modules (e.g., i2i).
  • Submit required documentation and maintain compliance with regulatory timelines.
  • Follow up with external providers to obtain consultation notes.
  • Process outgoing medical record requests to SMDC patients and external parties (attorneys, insurance companies, government agencies).

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

251-500 employees

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