Referral Coordinator/Reception

Job Description

The Receptionist/Scheduler will provide the full scope of reception and administrative office support services to the practice & support the referral process.

The hours for this role are Monday-Friday 8am-430pm in Stamford, CT>.

MAJOR ACCOUNTABILITIES / CRITICAL RESPONSIBILITIES:

• Greets and directs visitors/patients courteously and professionally.
• Obtains, verifies and/or updates patient demographic information.
• Collects co-pay and copy of the patient’s insurance identification card.
• Assists with answering and screening calls and the triaging process of all incoming telephone calls for urgent information or services. Schedules appointments and records and forwards messages as required.
• Responds to requests for routine information or assistance within scope of knowledge and authority and refers visitors to appropriate staff members as necessary.
• Maintains strong current knowledge of policies and operating procedures.
• Initiates calls as requested by Physician, Office Manager or other professional staff.
• Responsible for opening/closing office duties as needed.
• Photocopying, faxing, and distributing documents as required and in a timely manner.
• Maintains order of document processing area /supply closets, notifying Office Manager of the need to order supplies, ensuring all supplies are distributed upon receipt and kept in their designated areas.
• Maintain copy machines, ensuring all supplies are on hand; call for repair when required.
• Responsible for the management of incoming and outgoing departmental mail; dating as required, sorting, distributing and generating responses as appropriate and in a timely manner.
• Maintains ongoing tracking and appropriate documentation of referrals in
• Ensures complete and accurate registration, including patient demographic and current insurance information.
• Assembles information concerning patient's clinical background and referral needs.
• Where necessary, conducts pre-authorizations for referrals.
• Reviews details and expectations regarding referral with patients.
• Schedules referral visits in a timely manner and informs patient of scheduled appointments
• Ensures that referrals are addressed in a timely manner and conducts appropriate follow-up on all open referrals.

• Demonstrates ongoing commitment to customer service excellence and supports the customer service plan.

• Practice and adhere to Stamford Health’s “Code of Conduct” philosophy, Standards for Service Excellence and organizational values of: Teamwork, Integrity, Compassion, Respect and Accountability.

• Completes required continuous training and education, including department specific requirements.

• Complies with departmental organizational policies and procedures and adheres to external agency requirements.

• Performs other duties as assigned.

QUALIFICATIONS/REQUIREMENTS:

• High School Diploma or equivalent required with a minimum of three years of related front office experience preferred

• Demonstrated strong interpersonal, organizational skills.

• Effective communication skills, both verbal and written English proficiency required

• Ability to function independently with minimal supervision within the scope of knowledge and authority of the position.

• Computer skills required (MS Office Word and Excel).

• Solid phone/customer service skills.

• Knowledge of office equipment operation ( EMR, telephone system, fax machine, copy machine, etc.).

• Ability to handle sensitive and confidential information.

• Ability to perform complex administrative tasks.

• Ability to work under pressure in a fast-paced and at times hectic environment.

• Careful attention to detail.

• Ability to work both in a team and independently.

• Ability to demonstrate professionalism.
  
  

PATIENT POPULATION SERVED:

All practice patients as needed

MANUAL SKILLS:

Significant portions of daily assignments involve application of manual skills requiring motor coordination in combination with finger dexterity, (i.e., typing on computer keyboard, use of telephone).

PHYSICAL EFFORT:

Duties involve some exertion of physical effort: ability to lift 5-19 lbs required.

PHYSICAL ENVIRONMENT:

Generally pleasant working conditions in a normal office environment. Nature of duties performed present little or no potential for job-related accidental injury.

Job Info

Job Identification: 5710

Job Category: 020 - Clerical

Posting Date: 2026-04-07T13:58:30 00:00

Job Schedule: Full time

Locations: 126 Morgan St. Stamford CT 06905 US

Regular or Temporary: NA