Referral Coordinator

Trusted Results Therapy GroupCharleston, SC
$18 - $24Onsite

About The Position

Referral Coordinator (Therapy) responsible for referral intake & patient scheduling. This role involves receiving and entering referrals, triaging service types, contacting patients to confirm interest and insurance, matching patients to providers, scheduling appointments, managing follow-up queues, handling inbound callbacks, and discharging patients after failed contact attempts.

Requirements

  • Associate's or bachelor's degree in health sciences, psychology, or related field.
  • Clinical literacy — familiarity with mental health service types and terminology.
  • 1+ year experience in medical or behavioral health administrative role.
  • Strong phone communication and patient-facing skills.
  • HIPAA knowledge and compliance awareness.

Nice To Haves

  • Experience as a Behavioral Health Technician (BHT) or medical scheduler.
  • Familiarity with MedSender, Square, or similar platforms.
  • Experience in multi-department or multi-location practice.
  • Bilingual a plus.

Responsibilities

  • Receive and enter referrals from MedSender and other referral sources into Atlas customized platform.
  • Triage and tag service type — therapy, med mgmt, psych testing.
  • Contact patients same day — confirm service interest and insurance.
  • Match patient to correct provider based on insurance, location, availability.
  • Schedule appointments for therapy and medication management.
  • Manage 3-attempt follow-up queue over 2 weeks for unreached patients.
  • Field inbound callbacks from Therarep queue same business day.
  • Discharge patients after 3 failed contact attempts and notify referring practitioner.
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