Referral Coordinator

This is a fully remote position, open to applicants in Florida.

📋 Description

• Report directly to the Director of Clinic Operations.

• Efficiently coordinate and process incoming and/or outgoing patient referrals in a timely manner.

• Review provider orders and communicate with patients and specialty offices regarding outbound referrals.

• Receive and assess referral requests, gather necessary information, and arrange scheduling for inbound referrals.

• Confirm patient demographic and insurance details while verifying referral and authorization requirements.

• Collaborate with insurance providers and internal teams to address any outstanding issues.

• Clearly explain referral instructions and appointment information to patients, addressing any questions or scheduling obstacles.

• Work in partnership with referring and receiving healthcare providers to facilitate the exchange of clinical documentation and medical records.

• Monitor and follow up on pending referrals, appointments, and incomplete documentation.

• Collect and distribute consultation notes, test results, and other medical records following specialty appointments.

• Accurately document referral activities, appointment statuses, patient communications, and related information within the EMR and tracking systems.

• Keep track of referral work queues, reports, and outstanding tasks; resolve or escalate any delays and discrepancies.

• Respond to incoming calls, patient inquiries, and requests from healthcare providers.

• Maintain strong relationships with patients, clinic teams, specialty practices, and other stakeholders.

• Adhere to HIPAA, privacy, documentation, and regulatory standards.

• Identify recurring referral challenges and propose improvements to workflow and patient experience.

• Carry out additional duties as assigned.

⛳️ Requirements

• A high school diploma or equivalent is required.

• At least 3 years of experience in administrative roles, scheduling, customer service, or similar fields.

• Familiarity with the geographic area served, including local healthcare providers, specialty practices, and patient care resources, or the ability to quickly acquire this knowledge.

• Experience in a healthcare setting is preferred, though not mandatory.

• Previous experience in referral coordination, medical reception, medical assisting, patient scheduling, or clinic-based administrative tasks is preferred but not required.

• Knowledge of medical terminology, healthcare operations, insurance verification, referral authorizations, and electronic medical records is preferred but not required.

• Experience with eClinicalWorks (eCW) or a similar electronic medical record system is preferred but not required.

• Strong critical thinking and problem-solving abilities.

• Excellent organizational and time-management skills are essential.

• Strong written and verbal communication skills are required.

• Exceptional interpersonal and customer service skills.

• Ability to work independently while ensuring collaboration with internal and external stakeholders.

• Proficiency in Google Workspace (Drive, Docs, Sheets).

• A keen attention to detail, follow-through, and accountability.

• Ability to maintain confidentiality and manage protected health information in compliance with HIPAA and organizational policies.

• Respect for cultural diversity and sensitivity toward the patient populations served.

• Capability to remain seated for extended periods when performing computer-based and administrative tasks.

• Competence in operating a computer, keyboard, mouse, telephone, and standard office equipment.

• Ability to communicate effectively with patients, healthcare providers, and team members in person, via telephone, and electronically.

• Capacity to review electronic medical records and referral documentation for precision and completeness.

• Ability to occasionally stand, walk, bend, and reach.

• Must adhere to BHG's Remote Workers Policy, including maintaining reliable electricity and internet connectivity.

• Nonexempt employees are required to comply with applicable timekeeping regulations.

🏝️ Benefits

• A dependable team committed to delivering 5-star service.

• Support for team members in their career development.

• Compliance with remote-work policies, including a private and secure workspace.

• Opportunity for remote work arrangements.

• Work environment that is HIPAA and confidentiality-compliant.