Referral Coordinator

Posted Yesterday
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Sacramento, CA, USA
In-Office
22-25 Hourly
Junior
Healthtech • Insurance • Social Impact
The Role
Enter and process referral requests, coordinate scheduling with specialists and hospitals, verify insurance and obtain authorizations, maintain accurate EHR records and referral documentation, communicate status to patients/providers, and ensure HIPAA-compliant handling of patient information.
Summary Generated by Built In

At Habitat Health, we envision a world where older adults experience an independent and joyful aging journey in the comfort of their homes, enabled by access to comprehensive health care. Habitat Health provides personalized, coordinated clinical and social care as well as health plan coverage through the Program of All-Inclusive Care for the Elderly (“PACE”) in collaboration with our leading healthcare partners, including Kaiser Permanente. 

Habitat Health offers a fully integrated experience that brings more good days and a sense of belonging to participants and their caregivers. We build engaged, fulfilled care teams to deliver personalized care in our centers and in the home. And we support our partners with scalable solutions to meet the health care needs and costs of aging populations. 
 
Habitat Health is growing, and we’re looking for new team members who wish to join our mission of redefining aging in place. To learn more, visit https://www.habitathealth.com. 

Role Scope: 

The Referral Coordinator position is responsible for accurate and timely data entry of referral requests into the appropriate portal.  They are also responsible for follow-up on all specialty referrals and coordination of care for urgent referrals.  The referral coordinator is an integral part of the care team, working as a liaison between the patient, providers, utilization management and various departments to ensure timely access to specialty care. 

Core Responsibilities & Expectations for the Role 

  • Contribute to a center experience that Participants want to spend time in, a team culture that cares and creates joy, and an environment where all participants and team members belong. 
  • Continue to raise the bar.  Constructively seek and share feedback, and help us implement changes in order to improve clinical outcomes and experience for participants. 
  • Exhibit and honor Habitat’s values. 
  • Receive, review, and process referral requests from healthcare providers. 
  • Coordinate with specialists, hospitals, and other healthcare providers to schedule patient appointments. 
  • Ensure all referral information is accurate, complete, and compliant with healthcare regulations. 
  • Serve as a primary point of contact for patients, providers, and insurance companies regarding referral status. 
  • Provide patients with information on referral processes, appointment details, and any required pre-appointment preparations. 
  • Maintain effective communication with healthcare providers to ensure timely updates on referral statuses. 
  • Verify and update patient records in the electronic health record (EHR) system. 
  • Ensure all referral documentation, including medical records and insurance authorizations, is accurately maintained. 
  • Prepare and submit reports on referral activities and outcomes. 
  • Verify insurance coverage and obtain necessary authorizations for referred services. 
  • Work with insurance companies to resolve any issues related to coverage or authorization. 
  • Assist patients with understanding their insurance benefits related to referrals. 
  • Ensure compliance with all relevant healthcare regulations, including HIPAA. 
  • Maintain patient confidentiality at all times and ensure that all patient information is handled in a secure and confidential manner. 
  • Visit outside healthcare offices for relationship-building purposes, as needed. 
  • Performs related duties as assigned. 

Required Qualifications:  

  • High school diploma or GED required. 
  • Minimum of 2 years of experience. 
  • Strong organizational and multitasking abilities. 
  • Excellent communication and interpersonal skills. 
  • Proficiency in using EHR systems and other healthcare-related software. 
  • Knowledge of medical terminology, insurance processes, and healthcare regulations. 
  • Reliable and timely transportation to and from primary work location, and other locations to fulfill responsibilities listed.  Reimbursement will be provided according to company mileage policy. 

Preferred Qualifications: 

  • Associate’s or Bachelor’s degree in healthcare administration, medical assisting, or a related field preferred. 
  • Medical Assistant certificate. 
  • Bilingual: Spanish/Mandarin/Cantonese preferred. 
  • A state issued driver’s license, personal transportation, and auto insurance as required by law. 

Location: 

  • Sacramento, CA (Onsite) 

Compensation:  

We take into account an individual’s qualifications, skillset, and experience in determining final salary. This role is eligible for medical/dental/vision insurance, short and long-term disability, life insurance, flexible spending accounts, 401(k) savings, paid time off, and company-paid holidays. The expected salary range for this position is $22 to $25. The actual offer will be at the company’s sole discretion and determined by relevant business considerations, including the final candidate’s qualifications, years of experience, skillset, and geographic location.

COVID-19 Vaccination Policy 

At Habitat Health, we aim to provide safe and high-quality care to our participants. To achieve this, please note we have a COVID-19 vaccination policy to keep both our team members and participants safe as an essential requirement of this role. Requests for reasonable accommodation due to an applicant’s disability or sincerely held religious beliefs will be considered and may be granted based upon review. We adhere to all federal, state, and local regulations by obtaining necessary proof of vaccination prior to employment. 

Our Commitment to Diversity, Equity, and Inclusion: 

Habitat Health is an Equal Opportunity employer and committed to creating a diverse and inclusive workplace. Habitat Health applicants are considered solely based on their qualifications, without regard to race, color, religion, creed, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity, gender expression, sexual orientation, marital status, military or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), or other status protected by applicable law. 

Habitat Health is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Habitat Health will take steps to provide people with disabilities and sincerely held religious beliefs with reasonable accommodations in accordance with applicable law.  Accordingly, if you require a reasonable accommodation to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact us at [email protected]. 

E-Verify Participation Notice 

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.  If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.  Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9. 

Beware of Scams and Fraud 

Please ensure your application is being submitted through a Habitat Health sponsored site only. Our emails will come from @habitathealth.com email addresses. If you feel that you have been the victim of a scam such as this, please report the incident to the Federal Trade Commission by selecting the ‘Rip-offs and Imposter Scams’ option: https://reportfraud.ftc.gov/#/.

Skills Required

  • High school diploma or GED
  • Minimum of 2 years of experience
  • Strong organizational and multitasking abilities
  • Excellent communication and interpersonal skills
  • Proficiency in using EHR systems and other healthcare-related software
  • Knowledge of medical terminology, insurance processes, and healthcare regulations
  • Reliable and timely transportation to and from primary work location and other locations as needed
  • Maintain patient confidentiality and ensure HIPAA compliance
  • COVID-19 vaccination as required by company policy (reasonable accommodations considered)
  • Associate's or Bachelor's degree in healthcare administration, medical assisting, or related field
  • Medical Assistant certificate
  • Bilingual: Spanish/Mandarin/Cantonese
  • State-issued driver's license, personal transportation, and auto insurance
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The Company
0 Employees

What We Do

Habitat Health operates PACE (Program of All‑Inclusive Care for the Elderly) centers and in‑home services to help older adults remain independent. Founded in 2023 and partnered with Kaiser Permanente, the company delivers integrated medical, social, pharmacy, nutrition, transportation, and home‑based supports for Medicare/Medicaid‑eligible participants, emphasizing whole‑person, culturally competent care in local communities.

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