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Referral Coordinator

Surgical Associates, SC
Wausau, WI Full Time
POSTED ON 7/6/2026
AVAILABLE BEFORE 11/1/2026

Full-time, 40hr/week, 1.0 position

Hours will be Monday - Friday, 1st shift

SUMMARY

The Referral Coordinator is responsible for managing all patient referrals, coordinating appointments, and facilitating timely access to surgical services. This position monitors and processes referral work queues, communicates with patients and referring provider offices, schedules appointments and ensures accurate documentation within the Epic electronic health record system. The Referral Coordinator is also cross-trained to provide support to the front desk reception and switchboard functions as needed, maintaining a high standard of customer service and operational efficiency.

ESSENTIAL JOB FUNCTIONS

  • Manages the incoming referral queue of patient care/service requests to Surgical Associates.
  • Cross trained to support incoming phone calls and ensure patients are forward to the appropriate area.
  • Cross trained to check patients in for appointments, collecting payments at that time.
  • Collects insurance information and verifies other demographic information from patients.
  • Works closely with patients to schedule appointments and tests and provide patient updates as to their scheduled care.
  • Addresses patients/referring physician offices in a professional and friendly manner, using superior customer service techniques.
  • Processes paperwork, including appointments, entering demographic information into computer, setting up charts for upcoming appointments, copying, faxing, and scanning.
  • Performs other duties and tasks as requested.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

  • High school diploma or GED is required.
  • Previous work experience in a health care setting is preferred.
  • 3 years of customer service experience is preferred.
  • Experience working with Microsoft Office products is preferred.
  • Prior experience in health insurance and medical terminology is preferred.
  • Experience with EPIC software is preferred.

KNOWLEDGE, SKILLS & ABILITIES – COMPETENCIES

  • Demonstrates the ability to organize, multi-task and prioritize work independently.
  • Possesses problem solving and follow-through skills.
  • Possesses the ability to work under pressure and with various interruptions.
  • Skilled in performance of basic computer /keyboard functions.
  • Possesses knowledge of patient care charts and history.
  • Demonstrates strong multi-tasking and communication skills.
  • Models a professional disposition and communication style.
  • Adherence to strict confidentiality standards and compliance as to scope of role, record keeping, PHI and HIPAA.
  • Specific safety certification/recertification may be required per the organization.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The nature of the job requires sitting, walking for periods of time. While performing the essential functions of the job one may occasionally bend/stoop, squat, reach above shoulder, crouch, kneel balance, push/pull. Some lifting/carrying up to 35 lbs. is required. The use of hands for repetitive simple grasping, firm grasping, fine manipulating is required. While performing the job, one will encounter frequent close paperwork, use of computer monitor, need for color vision, visual monotony. Must utilize hearing for continuous conversations, frequent telephone use, background noise. Frequent stress may occur. The job requires frequent independent decision-making.

This job description is not a guarantee of employment. It is understood that employment is “at will,” and the employer or the employee may terminate employment at any time.

To perform this position successfully, an individual must be able to perform the essential job duties satisfactorily (with or without accommodation). Reasonable accommodations may be made to enable individuals with disabilities to perform the primary job functions.

Job Type: Full-time

Pay: From $18.00 per hour

Benefits:

  • 401(k)
  • Dental insurance
  • Disability insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Vision insurance

Application Question(s):

  • How did you hearing of this Referral Coordinator opportunity?

Education:

  • High school or equivalent (Preferred)

Experience:

  • Customer Service: 3 years (Preferred)
  • healthcare: 1 year (Preferred)
  • Microsoft Office products: 1 year (Preferred)
  • Epic software: 1 year (Preferred)

Work Location: In person

Salary : $18

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