Referral Coordinator Jobs

About The Position

Requirements

• High school diploma or equivalent; a copy must be provided upon hire.
• A minimum of 1–2 years of experience in a medical office or clinic setting.
• Familiarity with insurance verification, scheduling, and patient communication.
• Experience with electronic medical records; Epic experience is preferred.
• Proficiency with office technologies, including EMR systems, Microsoft Office, phone systems, scanners, and fax machines.
• Working knowledge of medical terminology, insurance coverage guidelines, and HIPAA regulations.
• Understanding of documentation, chart preparation, and prior authorization processes.
• Ability to communicate clearly and professionally with patients, providers, staff, and external offices.
• Strong organizational and detail-oriented skills, with the ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently and collaboratively, maintain professionalism and confidentiality under pressure, and work effectively with diverse populations.
• Schedule flexibility and availability to adjust hours based on clinic demand.
• CPR certification may be required under clinic policy.

Nice To Haves

• Prior experience in referral coordination, prior authorization, or a front office lead role.
• Knowledge of insurance payor requirements and referral workflows across multiple specialties.
• Bilingual English/Spanish skills.

Responsibilities

• Coordinate inbound and outbound referrals by reviewing provider orders, initiating requests, and submitting required documentation to specialists or facilities.
• Schedule, cancel, and reschedule referral-related appointments, and track referrals through completion, including follow-up appointments and specialist feedback.
• Verify patient insurance eligibility and coverage, obtain required prior authorizations, and communicate with insurance payors.
• Document referral activity and communications in Epic or another EMR; scan referral documents and keep patient records current and complete.
• Inform patients about referral status, appointment details, required documentation, insurance requirements, and next steps.
• Answer incoming calls and in-person inquiries, take complete messages according to clinic protocols, and deliver them promptly to the appropriate staff member or provider.
• In some clinics, prepare charts by ensuring relevant medical records and referral documentation are available and verifying forms and insurance status.
• Document appointment no-shows in Epic when front desk staff are unavailable, following clinic procedures for follow-up.
• Collaborate with providers, nursing staff, front office, and business office personnel; provide front-office coverage or assistance when needed.
• Deliver patient-centered customer service while following AIDET communication principles and HIPAA privacy standards.
• Adjust hours or responsibilities as needed based on workload, patient volume, and clinic needs; work various shifts, including possible extended evening hours or weekends.
• Support the hospital mission, vision, values, policies, and procedures; participate in required DNV program education as applicable; and perform other duties as assigned.

Benefits

• Employer-paid medical, dental, and vision benefits.