Referral Coordinator

TEKsystemsSan Bernardino, CA
$22 - $22Onsite

About The Position

The Referral Coordinator plays a key role in supporting patient access and care coordination by managing referrals, authorizations, and communication between patients, providers, and insurance plans. This position requires strong attention to detail, excellent customer service skills, and the ability to manage a high-volume workload in a fast-paced medical office environment.

Requirements

  • Previous experience in a medical office, call center, or healthcare customer service role required
  • Experience with referrals, prior authorizations, and insurance verification (HMO experience preferred)
  • Familiarity with medical terminology
  • Strong data entry and Microsoft Office skills
  • Excellent communication and customer service skills, both over the phone and in person
  • High attention to detail and ability to manage multiple priorities

Nice To Haves

  • Experience with EMR systems such as NextGen is a plus
  • Knowledge of medical records processes, including release of information, preferred
  • Comfortable working in a high-volume, team-oriented medical office environment
  • Open to cross-training and supporting other administrative functions as needed
  • Demonstrates professionalism, organization, and a patient-focused approach to care coordination

Responsibilities

  • Coordinate and process patient referrals, including scheduling referral appointments and tracking referral status
  • Submit referral forms and documentation to appropriate departments, including Health Information Management
  • Enter and maintain authorizations and referral data accurately within internal systems
  • Verify patient insurance eligibility and benefits, including HMO plans
  • Manage a daily workload of approximately 40–50 referrals, primarily web-based, with occasional outbound calls to insurance providers
  • Contact patients to schedule appointments, provide updates, and assist with questions or requests
  • Answer inbound calls and provide professional, courteous customer service
  • Assist with medical record requests and release of information processes
  • Maintain compliance with all confidentiality and privacy standards

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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