Referral Coordinator

Job Description: Referral Coordinator

Department: Patient Services

Job Position Summary

The Referral Coordinator plays a vital role in ensuring patients receive timely and appropriate specialty care. This position is responsible for processing referrals, verifying insurance requirements, coordinating appointments, and serving as a patient advocate and navigator. The Referral Coordinator must maintain accuracy in a fast-paced environment while upholding patient confidentiality and delivering exceptional customer service.

Key Responsibilities

• Receive, verify, and process patient referrals and diagnostic orders.
• Maintain accurate patient records, including demographics and insurance information.
• Obtain insurance authorizations and ensure compliance with payer requirements.
• Track referral status and outcomes to support continuity of care.
• Assemble and transmit clinical information to specialists per referral guidelines.
• Coordinate specialty and diagnostic appointments with patients and providers.
• Communicate referral details and expectations to patients, assisting with barriers to care.
• Serve as a system navigator and advocate for patients and families.
• Establish and maintain relationships with service providers, health plans, and community organizations.
• Ensure adherence to WellSpace Health protocols, HIPAA standards, and infection control procedures.
• Participate in team meetings and contribute to departmental goals.

Required Qualifications

• High School Diploma or equivalent.
• Medical Assistant training/certification preferred.
• Minimum of 2 years related experience preferred, or equivalent education/experience.
• Strong knowledge of health insurance concepts (HMO, PPO, Medicare, Medi-Cal, etc.).
• Familiarity with medical and billing terminology (ICD-9/10, CPT codes).
• Experience with Electronic Health Records (NextGen preferred).
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Excellent verbal and written communication skills.
• Strong administrative and organizational skills with attention to detail.
• Ability to work flexible schedules and manage delegated tasks independently.
• Commitment to HIPAA compliance and professional ethics.
• Fluency in additional languages preferred.

Skills & Competencies

• Exceptional customer service and active listening skills.
• Ability to remain calm and professional in stressful situations.
• Strong problem-solving and critical thinking abilities.
• Cultural sensitivity and ability to work with diverse populations, including underserved communities.
• Effective collaboration and teamwork skills.
• Patient advocacy and navigation expertise.

Preferred Attributes

• Experience in a medical clinic or community health setting.
• Familiarity with referral coordination processes and insurance authorization workflows.
• Demonstrated commitment to serving vulnerable populations.

Benefits

• Competitive salary and comprehensive health benefits.
• Paid holidays, sick leave, and vacation time.
• Retirement plan with employer match.
• Paid professional development hours.
• Company-paid life insurance, malpractice insurance, and long-term disability coverage.

Job Type: Full-time

Pay: $24.90 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Application Question(s):

• What is your current role?
• What is your availability for a phone screen on 11/6?
• What is your availability for a phone screen on 11/7?

Education:

• High school or equivalent (Required)

Experience:

• Recent Referral Coordinator: 1 year (Preferred)

Work Location: In person

Salary : $25