Referrals Coordinator

The Methodist Church in Britain; Stockport; Hybrid; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Minimum 30 days holiday

Enhanced company pension

Healthcare cash plan

Learning & development (Care Cert/ADHC

DBS check

Job summary

Care In Mind is seeking a Referrals Coordinator to manage the end-to-end referral flow for young people requiring therapeutic support. You will handle enquiries, pre-screening, and scheduling assessments, while liaising with referrers and professionals across multiple sites.

The role supports hybrid working with three office days and two from home, requiring strong admin skills, CRM experience, and meticulous record-keeping. Two years in a busy admin role is expected.

Qualifications

• GCSE English at grade C or higher or equivalent.
• Two years in a busy administrative role.
• Experience working in a team environment.

Responsibilities

• Respond promptly to enquiries and referrals across all channels.
• Own the referral screening process and capture initial info on Salesforce.
• Coordinate clinics, discovery visits, assessments and meetings with professionals.
• Manage full referral pathway from scheduling to handover for contracts.
• Keep stakeholders updated and provide feedback after assessments.
• Record all interactions on Salesforce with date stamps for reporting.
• Provide admin support including proofreading, needs assessments and transition plans.
• Attend referral meetings, take minutes, report on enquiries.
• Add resident information to Electronic Care Records.
• Maintain CRM data accuracy for referral activity reports.
• Support marketing: social posts, mailings, website content.
• Maintain confidentiality, data governance and safeguarding.

Skills

Verbal communication

Written communication

IT skills

CRM system

Electronic care records

Attention to detail

Workload management

Education

GCSE English

Tools

Spreadsheets

Databases

Microsoft Office

Job description

Referrals Coordinator at Care In Mind, which runs residential services for young people aged 16 to 30 who need therapeutic support. The post manages the day-to-day flow of referrals, from first enquiry and screening through to scheduling assessments and handover to contracts. Hybrid working splits three office days with two from home. Candidates need at least two years in a busy administrative role and must be able to work from home with a good Wi‑Fi connection and suitable workspace.

What the job involves

• Respond promptly to all enquiries and referrals from any channel, and manage the inboxes that receive them
• Own the referral screening process, pre-screening and capturing initial information on Salesforce
• Liaise with referrers to arrange consultation clinics, discovery visits, assessments and professionals' meetings
• Manage the full referral pathway, from scheduling assessments through to handover for contracts
• Keep referrers and internal and external stakeholders updated at each stage, and give feedback after assessments
• Record all enquiries, referrals and ongoing contact accurately on Salesforce, including date stamps for reporting
• Provide administrative support to the wider team, including proofreading letters, needs assessments and transition plans
• Attend referral meetings, take minutes and report on the status of enquiries
• Add new resident information and files to the Electronic Care Record
• Keep CRM data accurate and complete to support referral activity reports
• Support marketing, including social media posts, mailings and website content
• Maintain confidentiality, data governance and safeguarding responsibilities

Qualifications

• GCSE level or equivalent, including grade C or higher in English

Experience

• At least 2 years in a busy administrative role
• Previous experience of working in a team

Skills & knowledge

• Good verbal communication and ability to listen to others
• Good written communication, including comprehensive reports and accurate recording of information
• Strong IT skills, including spreadsheets, databases, email and Microsoft applications
• Ability to use a CRM system and electronic care records system
• Attention to detail, high accuracy and understanding of confidentiality
• Ability to organise own workload to meet priority deadlines and work under pressure

Other

• Ability to work from home, with good Wi‑Fi and suitable workspace
• Values and behaviours that mirror those of Care In Mind
• Ability to set and maintain high personal and professional standards
• Ability to manage patient information to populate care records
• Flexible, co-operative and supportive team player, and process driven

Nice to have

• NVQ Level 3 in Customer Care, Business Admin or equivalent
• Experience of basic data analysis
• Previous experience within a clinical, health or care organisation
• Experience of working with a CRM systemExperience of working with an electronic care records system
• Knowledge of commissioning processes
• Access to a vehicle for work, with ability to travel to sites in the Care In Mind portfolio

What’s offered

• Minimum 30 days holiday, plus an additional day off for your birthday
• Enhanced company sick pay and enhanced company pension
• Enhanced maternity and paternity leave, and paid time off for fertility treatment
• Life assurance at two times annual salary
• Healthcare CashPlan, with costs towards dental and optical care
• Employee Assistance Programme and 24‑hour counselling service
• Learning and development, including Level 3 Adult Health & Social Care and Care Certificate support
• Paid training, induction and DBS check