Description

Referral coordinators typically work in healthcare settings where they assist patients by coordinating referral appointments and working with insurance companies and care providers to share essential patient information. They may also perform general administrative or clerical tasks such as answering phone calls and emails, maintaining patient records, and verifying insurance information before appointments.

Referral coordinators frequently interact with patients, doctors, and insurance companies, so they need some experience with customer service tasks and the ability to maintain patient records and confidentiality, manage multiple schedules, and ensure that patient information is complete and up to date.

Referral Coordinator Duties and Responsibilities

The referral coordinators duties largely depend on the office they work in, but based on postings that we analyzed, most share several core responsibilities:

Coordinate Referral Appointments

The primary duty of a referral coordinator is working with patients to arrange and schedule referral appointments. Depending on the office, this can include providing patients with referrals to other care providers, managing incoming patient referrals, or both. Referral coordinators set appointments, send reminders, and provide patients with information about referral appointments.

Maintain and Update Patient Records

Referral coordinators ensure that patient records are up to date and kept in accordance with laws and regulations. These records may include information from other care providers, detailed information on procedures and tests conducted within the office, and records of patient ailments and treatments.

Additionally, the referral coordinator may provide these records to other care providers.

Verify Patient Insurance Information

Many referral coordinators work closely with patients and insurance providers to gather and verify insurance information. They may call or email insurance representatives to verify patient coverage and enrollment information, check to make sure that procedures are covered by the patients insurance, and verify copay amounts and billing information that the office sends to the insurance company for reimbursement.

Provide Administrative Support

In addition to supporting referral activities, most referral coordinators also provide general administrative and clerical support to medical offices. These tasks can include answering phone calls and emails, managing schedules, and maintaining electronic or paper files and records. They may also check to make sure doctors and nurses have necessary supplies and patient records prior to appointments.

Answer Patient Questions

Because they frequently interact directly with patients, referral coordinators regularly assist patients by answering questions and resolving issues that may arise during the course of an office visit. In this aspect of the role, the referral coordinator ensures that patients have the information necessary to make critical care decisions and may provide information to patient caretakers in accordance with HIPAA.

Referral coordinators balance administrative and patient service tasks to support quality care. Medical offices typically hire candidates with at least a high school diploma, experience with customer service within a medical or insurance setting, and the following skills:

Time management referral coordinators must be highly organized and able to manage schedules for multiple patients and doctors, ensuring that schedules are up to date and that patient appointments are entered correctly

Attention to detail most referral coordinators work with patient information that can include medical histories and insurance information, so they should be detail oriented and focused on maintaining accurate patient information

Customer service referral coordinators interact directly with patients, so they should have strong customer service skills and the ability to answer patient questions and resolve issues

Computer skills in this role, referral coordinators work with computers to connect patients to resources and other care providers, so they should have some clerical and computer skills

Communication skills referral coordinators are liaisons between patients and care providers, so effective written and verbal communication skills are a necessity

Referral coordinators typically work in healthcare settings where they assist patients by coordinating referral appointments and working with insurance companies and care providers to share essential patient information. They may also perform general administrative or clerical tasks such as answering phone calls and emails, maintaining patient records, and verifying insurance information before appointments.

Referral coordinators frequently interact with patients, doctors, and insurance companies, so they need some experience with customer service tasks and the ability to maintain patient records and confidentiality, manage multiple schedules, and ensure that patient information is complete and up to date.

Location: This position will sit in the Hudson clinic (Lakeshore Blvd) and then move to the Central Business Office (located in Lutz) in April 2023.

Qualifications

Referral Coordinator Duties and Responsibilities

The referral coordinators duties largely depend on the office they work in, but based on postings that we analyzed, most share several core responsibilities:

Coordinate Referral Appointments

The primary duty of a referral coordinator is working with patients to arrange and schedule referral appointments. Depending on the office, this can include providing patients with referrals to other care providers, managing incoming patient referrals, or both. Referral coordinators set appointments, send reminders, and provide patients with information about referral appointments.

Maintain and Update Patient Records

Referral coordinators ensure that patient records are up to date and kept in accordance with laws and regulations. These records may include information from other care providers, detailed information on procedures and tests conducted within the office, and records of patient ailments and treatments.

Additionally, the referral coordinator may provide these records to other care providers.

Verify Patient Insurance Information

Many referral coordinators work closely with patients and insurance providers to gather and verify insurance information. They may call or email insurance representatives to verify patient coverage and enrollment information, check to make sure that procedures are covered by the patients insurance, and verify copay amounts and billing information that the office sends to the insurance company for reimbursement.

Provide Administrative Support

In addition to supporting referral activities, most referral coordinators also provide general administrative and clerical support to medical offices. These tasks can include answering phone calls and emails, managing schedules, and maintaining electronic or paper files and records. They may also check to make sure doctors and nurses have necessary supplies and patient records prior to appointments.

Answer Patient Questions

Because they frequently interact directly with patients, referral coordinators regularly assist patients by answering questions and resolving issues that may arise during the course of an office visit. In this aspect of the role, the referral coordinator ensures that patients have the information necessary to make critical care decisions and may provide information to patient caretakers in accordance with HIPAA.

Referral coordinators balance administrative and patient service tasks to support quality care. Medical offices typically hire candidates with at least a high school diploma, experience with customer service within a medical or insurance setting, and the following skills:

Time management referral coordinators must be highly organized and able to manage schedules for multiple patients and doctors, ensuring that schedules are up to date and that patient appointments are entered correctly

Attention to detail most referral coordinators work with patient information that can include medical histories and insurance information, so they should be detail oriented and focused on maintaining accurate patient information

Customer service referral coordinators interact directly with patients, so they should have strong customer service skills and the ability to answer patient questions and resolve issues

Computer skills in this role, referral coordinators work with computers to connect patients to resources and other care providers, so they should have some clerical and computer skills

Communication skills referral coordinators are liaisons between patients and care providers, so effective written and verbal communication skills are a necessity