Referral Coordinator

Upperline Health•Chula Vista, CA

44d•Onsite

About The Position

The Referral Coordinator is responsible for managing patient referrals and ensuring a seamless process from start to finish. This includes verifying patient eligibility, coordinating referral appointments, communicating effectively with patients and healthcare providers, and maintaining accurate records to support operational efficiency. The ideal candidate will excel in customer service, possess strong organizational skills, and demonstrate a commitment to providing excellent patient care.

Requirements

High school diploma or equivalent
Minimum 1-2 years of experience in a healthcare administrative role, preferably in referrals or patient coordination.
Familiarity with insurance verification and authorization processes is highly desirable.
Experience with EHR systems such as Athena or similar platforms is a plus.
Strong organizational and time management skills with an attention to detail.
Excellent verbal and written communication skills.
Ability to work effectively with diverse patient populations and handle sensitive information confidentially.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Customer-focused with a commitment to ensuring a positive patient experience.
Detail-oriented, with strong problem-solving abilities.
Team-oriented and collaborative.
Ability to manage multiple tasks in a fast-paced environment.

Nice To Haves

Associate or bachelor’s degree in healthcare administration, medical billing, or related field preferred.

Responsibilities

Receive and process patient referrals accurately and in a timely manner.
Verify patient eligibility, insurance requirements, and authorization of proper CPT codes for referred services.
Coordinate with referring and receiving providers to schedule appointments and ensure proper documentation and authorization of proper CPT codes.
Serve as a liaison between patients, providers, and insurance companies.
Provide patients with referral information, answer questions, and follow up to confirm appointments.
Address and resolve any patient concerns regarding the referral process.
Maintain accurate and up-to-date records of all referrals in the electronic health record (EHR) system.
Document communications with patients, insurance companies, and other healthcare providers.
Ensure all referral requirements, authorizations, and compliance guidelines are met.
Verify insurance details and requirements for each referral.
Obtain necessary pre-authorizations or approvals from insurance companies and coordinate with billing departments as needed.
Work closely with medical, administrative, and billing teams to ensure coordinated patient care and referral accuracy.
Participate in team meetings to review referral trends, identify process improvements, and share best practices.