Referral Coordinator

Trusted Results Therapy Group

3d•$18 - $24•Remote

About The Position

The Referral Coordinator manages the referral intake process from receipt through scheduling. The role ensures patients are triaged, matched with the appropriate provider, and scheduled promptly, while serving as a key contact for incoming referrals and patient outreach. The coordinator works closely with the intake team to support patients from first contact through appointment scheduling. This is a remote role open to residents of South Carolina, Texas, Illinois, or Colorado.

Requirements

Associate's or bachelor's degree in health sciences, psychology, or a related field.
At least one year of experience in a medical or behavioral health administrative role.
Clinical literacy, including familiarity with mental health service types and terminology.
Strong phone communication and patient-facing skills.
HIPAA knowledge and compliance awareness.
Experience with an EHR.

Nice To Haves

Experience as a Behavioral Health Technician (BHT) or medical scheduler.
Familiarity with insurance platforms and Dialpad.
Experience in a multi-department or multi-location practice.
Bilingual ability is a plus.

Responsibilities

Receive and enter referrals from MedSender into Atlas.
Upload referrals and insurance eligibility verification into Atlas.
Triage referrals and tag the service type: therapy, medication management, psychological testing, or a combination.
Manage specialty payer contracts.
Contact patients the same day to confirm their interest in services and verify insurance.
Match patients with appropriate providers based on insurance, location, and availability.
Schedule appointments for mental health therapy and medication management services.
Send intake forms the same day an appointment is scheduled.
Notify the referring provider upon receipt of a referral.
Manage a three-attempt follow-up queue over eight days for patients who have not been reached.
Discharge patients after three failed contact attempts and notify the referring practitioner.
Perform other duties as assigned.