Referral Coordinator
About The Position
Reporting to the Patient Support Services Supervisor, the Referral Coordinator processes referrals and coordinates care for designated patients among primary care providers, specialists, and other entities involved in the patient's care. The role communicates with providers, specialist offices, patients, caregivers, and families to help patients receive needed services, support communication across the care team, and reinforce adherence to care plans. The Referral Coordinator works collaboratively on pre-visit preparation and with the care team during and after patient visits, facilitating appointments with laboratories, diagnostic services, and specialty physicians. Before visits, the Referral Coordinator facilitates appointments when special assistance is needed, follows up with referral providers to obtain consultation notes, contacts patients or families when tests or appointments have not been completed, and participates in team huddles to review care plans and workflow. During visits, the coordinator reviews progress toward care plan goals, updates or reinforces care plans, and provides resources to help patients connect with specialists or services. Between visits, the coordinator communicates referral status updates, maintains referral records in the EHR, identifies gaps in care, coordinates services, communicates patient requests and scheduling issues to the care team, and prepares referral updates for upcoming patients. The role also protects the confidentiality and accuracy of medical records and patient information, complies with HIPAA and other relevant privacy laws, and performs other duties as assigned by executive leadership and administration.
Requirements
- High school diploma or equivalent.
- At least 1 year of experience in customer service or as a referral coordinator.
- Spanish speaking required.
Nice To Haves
- Experience working with common health care programs.
- Experience working with underserved and diverse populations.
- Basic knowledge of medical terminology.
- Electronic Health Record (EHR) experience.
Responsibilities
- Facilitate patient appointments with laboratories, diagnostic areas, and specialty physicians, including arranging special assistance when needed.
- Follow up with referral providers to obtain consultation notes.
- Contact patients or families when tests have not been completed or appointments have not been kept, and facilitate completion of the test or provider visit.
- Participate in team huddles before clinic sessions to review care plans and anticipate workflow needs.
- Review care plan goals and progress with patients or families during visits and update care plans as appropriate.
- Reinforce care plans with patients or families during initial visits or initial care plan development.
- Provide resources to help patients connect with specialists or services.
- Notify patients of referral status updates.
- Update referral statuses in the EHR to ensure appropriate closure of the loop.
- Identify gaps in care for designated patients and coordinate needed services.
- Communicate with the care team about patient requests, scheduling issues, and other aspects of the role, and prepare referral updates for the next day's scheduled patients.
- Maintain the confidentiality and accuracy of medical records, patient information, demographics, and encounters.
- Follow HIPAA regulations and other relevant laws to protect patient privacy and confidentiality in all communications.
- Perform other duties as assigned by executive leadership and administration.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
