The Referral Coordinator plays a critical role in ensuring a smooth and timely intake process for clients seeking services. This position is responsible for managing incoming referrals, guiding clients from initial contact through scheduling, and ensuring all necessary information is collected and processed efficiently. The Referral Coordinator works closely with clients, providers, reception, and billing to ensure coordinated care and timely access to services.

Receive and manage referrals from multiple sources, including phone calls, fax, email, and online submissions
Prioritize referrals based on urgency and client needs
Collect and document client information, including demographics, insurance details, and reason for services
Complete initial program screenings to help determine appropriate services
Verify insurance eligibility using multiple insurance portals and collaborate with the billing department
Create and maintain accurate client charts and records
Schedule intake appointments based on provider availability and client needs
Send intake paperwork and coordinate follow-up tasks to ensure completion
Track referral status and maintain accurate documentation across systems
Follow up with clients who have not completed the intake process
Communicate with referral sources as needed
Manage a high volume of incoming calls and referrals while maintaining professionalism and efficiency
Collaborate with providers, reception, and internal teams to ensure continuity of care

Requirements:

High school diploma or equivalent required; Associate’s or Bachelor’s degree preferred
Previous experience in healthcare, behavioral health, or a related administrative role preferred
Experience with insurance verification and medical terminology is a plus
Strong organizational and multitasking skills
Excellent communication and customer service skills
Ability to handle sensitive and high-need client interactions with professionalism and empathy
Proficiency in electronic health records (EHR) systems and Microsoft Office