Referral Specialist
About The Position
The Referral Specialist plays a critical role in connecting clients or patients with appropriate services, resources, or professionals to meet their specific needs. This position requires a thorough understanding of the referral process, excellent communication skills, and the ability to build and maintain strong relationships with both internal teams and external partners. The Referral Specialist ensures that referrals are handled efficiently and accurately, facilitating timely access to services that improve client outcomes. By managing referral documentation and tracking progress, this role supports organizational goals related to client satisfaction and service delivery. Ultimately, the Referral Specialist acts as a vital liaison, enhancing coordination and continuity of care or service within the community or organization.
Requirements
- High school diploma or equivalent.
- Experience in customer service.
- Strong organizational skills with the ability to manage multiple referrals simultaneously.
- Proficiency in using computer systems and software for documentation and communication.
- Excellent verbal and written communication skills.
Nice To Haves
- Knowledge of confidentiality regulations such as HIPAA (if applicable).
- Experience working with diverse populations.
Responsibilities
- Evaluate client or patient needs to determine appropriate referral options based on established criteria and available resources.
- Coordinate and facilitate referrals by communicating with clients, service providers, and internal departments to ensure smooth transitions.
- Maintain accurate and up-to-date records of all referrals, including documentation of communications and follow-up activities.
- Develop and nurture relationships with external agencies, service providers, and community organizations to expand referral networks.
- Monitor referral outcomes and provide feedback to relevant stakeholders to improve service quality and client satisfaction.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees
