Referral Coordinator-Senior (School of Dentistry - OMS)

UT Health San Antonio•San Antonio, TX

About The Position

Under general supervision, the Referral Coordinator coordinates patient referrals, authorizations, scheduling, and related administrative processes to support timely access to care. The role serves as a liaison among patients, providers, clinics, and external organizations while maintaining accurate referral and patient records. The senior-level role may lead or mentor lower-level team members.

Requirements

Knowledge of medical terminology, referral processes, and insurance authorization requirements.
Ability to navigate electronic health records and scheduling systems.
Ability to operate a multi-line telephone system while providing excellent service.
Strong organizational and attention-to-detail skills.
Ability to establish and maintain effective working relationships with patients, employees, and the public.
Ability to maintain strict confidentiality and adhere to HIPAA guidelines and regulations.
Ability to team lead, create a collaborative and respectful team environment, and improve workflows.
Ability to mentor new team members.
High school diploma or GED required.

Nice To Haves

Bilingual in English and Spanish.

Responsibilities

Receive, process, and track incoming and outgoing referrals.
Coordinate appointments and schedules with internal and external providers.
Obtain and document insurance authorizations and pre-certifications as required.
Collect and maintain required demographic, insurance, and referral documentation.
Monitor referral work queues and follow up on outstanding referrals.
Communicate appointment information, referral status, and administrative requirements to patients and referring offices.
Facilitate transmission of medical records, referral documentation, and supporting information.
Enter and update patient and referral information accurately in the electronic health record and applicable systems.
Maintain referral logs, reports, and other records as required.
Identify and escalate clinical questions, urgent symptoms, or patient concerns to licensed clinical staff according to established procedures.
May act as a team lead, creating a collaborative and respectful team environment and improving workflows.
Mentor new team members.
Maintain compliance with HIPAA, organizational policies, and regulatory requirements.
Participate in process improvement activities related to referral management and patient access.
Perform other duties as assigned.