Referral Coordinator

Posted 5 Days Ago
Be an Early Applicant
Santa Ana, CA, USA
In-Office
22-24
Junior
Digital Media • Social Impact
The Role
Coordinates patient referrals and appointments across primary care providers, specialists, laboratories, diagnostic services, patients, and families. Tracks referral status, obtains consult notes, identifies gaps in care, reinforces care plans, updates EHR records, and supports pre-visit and post-visit workflows while maintaining HIPAA compliance and patient confidentiality.
Summary Generated by Built In

Description

Reporting to the Patient Support Services Supervisor the primary function of the Referral Coordinator (RC) is to process referrals and coordinate care for designated patients between the primary care provider, specialists and other entities involved in the patient's care. The RC communicates with primary care providers, specialist offices, the patient/caregiver, and family to assist with the receipt of needed services, ensure communication across the care team and reinforce patient adherence with the care plan. The RC works collaboratively in pre-visit preparation, working with care team during and after the patient visit. The RC facilitates patient appointments, including but not limited to those made with labs, diagnostic areas, and specialty physicians. The following statements for this position reflect only some specific responsibilities and are considered necessary to describe the principal functions of the job as identified and shall not be considered a detailed description of all duties required that may be inherent in the position:

Pre-Visit Preparation

  • Facilitate patient appointments, including those made with labs, diagnostic areas, and specialty physicians where special assistance is needed.
  • Follow-up with referral provider to obtain consult notes, follow-up with patient/family if test was not done or appointment was not kept and facilitate receipt of test or provider visit.
  • Participate in team huddle prior to clinic session to review needed care plans and anticipate work flow.

During Patient Visit

  • Review prior care plan goals and progress towards goals with patient/family. Update care plan as appropriate.
  • Reinforce care plan with the patient/family in the case of initial visit or initial care plan development.
  • Provide patient with resources, as needed, to assist connecting patient to specialist or services.
  • Between Patient Visits 
  • Notify patients of referral status updates.
  • Update referral status to ensure proper closure of loop within EHR system.
  • Identify gaps in care for designated patients and facilitate coordination of needed services.
  • Communicates frequently with the care team regarding patient requests, scheduling issues or other aspects of duties and prepare referral updates for next days scheduled patients. 
  • Effectively maintains and protects the confidentiality of all medical records and patient information while maintaining accuracy of patient demographics and encounters.
  • Adhere to HIPAA regulations and other relevant laws to protect patient privacy and confidentiality in all communications.
  • Perform other duties as assigned by the executive leadership and administration.

Requirements

Education, Certification, and Experience Requirements

  • High school diploma or equivalent.
  • 1 year of experience in customer service/referral coordinator.
  • Experience working with common health care programs, preferred.
  • Experience working with underserved and diverse populations, preferred.
  • Basic knowledge of medical terminology, preferred.
  • Electronic Health Record (EHR) experience, preferred. 

Language Requirements

  • Spanish speaking required.

Skills Required

  • High school diploma or equivalent
  • At least 1 year of experience in customer service or referral coordination
  • Spanish speaking
  • Experience working with common healthcare programs
  • Experience working with underserved and diverse populations
  • Basic knowledge of medical terminology
  • Electronic Health Record experience
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
76 Employees
Year Founded: 2008

What We Do

Serving the People was launched in 2016 by Lucien Smith with the goal of building an artistic community free of commercial bias. We aim to give interdisciplinary artists the opportunity to engage with diverse audiences and further providing a platform for creative inquiry and experimentation.

Similar Jobs

High Desert Medical Group Logo High Desert Medical Group

Referral Coordinator

Professional Services • Telehealth
In-Office
Lancaster, CA, USA
254 Employees
23-31 Hourly

Axis Community Health Logo Axis Community Health

REFERRAL COORDINATOR LEAD

Healthtech • Professional Services • Social Impact
In-Office
94566, Pleasanton, CA, USA
161 Employees
26-31 Hourly
In-Office
West Sacramento, CA, USA
394 Employees
30-36 Hourly

Cardinal Health Logo Cardinal Health

Referral Coordinator

Healthtech • Pharmaceutical
In-Office
2 Locations
44000 Employees
23-29 Hourly

Similar Companies Hiring

Sailor Health Thumbnail
Healthtech • Social Impact • Telehealth
New York City, NY
20 Employees
Playground (tryplayground.com) Thumbnail
Kids + Family • Payments • Social Impact • Software
New York City, New York
80 Employees
Golden Pet Brands Thumbnail
Digital Media • eCommerce • Information Technology • Marketing Tech • Pet • Retail • Social Media
El Segundo, California
178 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account