Summary:
The Referral Specialist is Southeastern Integrated Care’s system navigator and point of contact for clients, families, multiple referral sources, payers, and our network of providers assuring clients have direct access to immediate and ongoing care and families, with patients and families having direct access for asking questions and raising concerns. Will assertively assume the advocate role on our clients behalf with the referral source and or payer to ensure approval of the necessary services for the client in a timely fashion. Will serve as the primary communicator with all parties involved in the initial intake/admission process of delivering the ongoing care and recovery of our clients.
Essential Responsibilities:
- Ensure all methods of referrals are captured in EMR system- (i.e., electronic fax, QR codes, alpha and MCO calendars, walk ins, phone, text, etc.
- Collect all referrals to include all enhanced services and residential (adult/youth).
- Communicate with integrated care staff about client’s care to include scheduling and delivery of services.
- Coordinate/schedule meet/greet with referral sources for youth.
- Create client demographics information and upload documentation into the system.
- Develop relationships with new and existing clients, partners, and stakeholders.
- Attend community events to learn about new trends and build relationships with industry partners.
- Communicate with referral source prior to intake and post intake status of visit.
- Identify all referral sources, names, numbers, emails inclusive of direct referral, care managers, hospital or DSS, payer source, etc.
- Review treatment recommendations of referral source, and Director of clinical Operations
- Send out reminder calls to client prior intake
- Communicate with primary referral sources if client is a NO SHOW or reschedules. Complete referral feedback form and update contact log weekly.
- Gather all referrals fax, email, phone calls, QR code, alpha etc. and reach out to client.
- Verify coverage insurance options
- Communicate back with all referrals sources outcomes of CCA and treatment recommendations
- Maintain ongoing tracking and appropriate documentation on referrals to promote team awareness. The goal is for 95% of all referrals to be admitted to treatment.
- Ensure complete and accurate registration, including patient demographic and current insurance information.
- Assist clients with problem solving potential issues related to the health care system, financial or social barriers (e.g., request interpreters as appropriate, transportation services or prescription assistance).
- Collaborates with Clinical Operations Director and Referral Manager to assure all referrals are accurately assessed and started in the appropriate level of care in a timely fashion
- Other duties as assigned.
Education/Experience:
- Bachelor’s degree in Human Service field with 2 years full-time, accumulated MH/DD/SAS experience with population, OR
- Bachelor’s degree in a field other than Human Services with 4 years full-time, accumulated MH/DD/SAS experience with population, OR
- An individual who holds a license of Registered Nurse (RN) in North Carolina, and also has 4 years of experience with MH/DD/SAS population. OR
- Master’s degree in Human Services field and has 1 year of full–time post-graduate degree accumulated MH/DD/SAS experience with population.
Job Qualifications and Skills:
- QP level credentials to include 2-3 years of experience working in the healthcare field.
- Demonstrated leadership skills including excellent oral and written communication skills.
- Strong knowledge of healthcare clinical fundamentals, client safety standards, and performance improvement standards.
- Strong client service focus
- Strong work ethic
- Effective verbal and written communication skills
- Comprehensive knowledge of EMR system
- Comprehensive knowledge of community resources
- Teamwork orientation
- Organized and able to manage competing priorities
- Good judgment
- Resourcefulness in problem solving
- Exceptional follow through
- Able to take and follow through with delegated tasks and accountability.
- Computer skills and knowledge of applicable software programs to include Microsoft Office and Excel.
- Professional demeanor and positive attitude to represent SEIC in the community as well as in the office
- Ability to work with diverse populations
- Flexibility with schedule
Skills Required
- Bachelor's degree in Human Services and two years of full-time accumulated MH/DD/SAS experience with the population
- Bachelor's degree in a field other than Human Services and four years of full-time accumulated MH/DD/SAS experience with the population
- North Carolina Registered Nurse license and four years of experience with the MH/DD/SAS population
- Master's degree in Human Services and one year of full-time post-graduate MH/DD/SAS experience with the population
- QP-level credentials and two to three years of healthcare experience
- Leadership skills and excellent oral and written communication skills
- Knowledge of healthcare clinical fundamentals, client safety standards, and performance improvement standards
- Strong client service focus, work ethic, teamwork orientation, judgment, resourcefulness, follow-through, and accountability
- Comprehensive knowledge of an EMR system and community resources
- Microsoft Office and Excel computer skills
- Ability to work with diverse populations and maintain a professional demeanor
- Flexibility with schedule
What We Do
Southeastern Integrated Care is a leading integrated delivery system uniting mental health, behavioral health, substance use disorder treatment, primary care, and chronic condition management to promote holistic wellness for individuals and families across North Carolina. Serving 19 counties with 21 specialized programs, our team of over 400 trained professionals provides evidence-based, patient-centered care through advanced technologies such as telehealth platforms, AI-driven analytics, and electronic health record systems. We meet patients where they are—whether in our facilities, community settings, or through secure virtual care—to ensure equitable access and personalized treatment. Our programs address the full spectrum of physical, emotional, and behavioral health needs using data-informed strategies and innovative tools. Key Offerings: Advanced Medical Home Model: A coordinated, tech-enabled primary care system emphasizing prevention, chronic disease management, and real-time integration of care through digital monitoring. Community-Based Services: Innovative outreach programs using mobile health tools to empower individuals toward recovery and independence in their own communities. Outpatient Services: Comprehensive therapy, medication management, and counseling delivered through in-person and telehealth models supported by data-driven insights for optimal results. Residential Treatment: Safe, supportive environments that integrate smart monitoring and therapeutic technologies to promote lasting recovery and resilience. At Southeastern Integrated Care, we believe every person deserves access to world-class, integrated healthcare that supports them in living full, healthy lives. Our interdisciplinary team of physicians, therapists, nurses, and peer specialists works collaboratively—leveraging technology and compassion—to foster resilience, accelerate recovery, and build stronger communities across North Carolina.
