Care Coordinator- New Patient Referrals

Advocate Health; Concord (NC); On-site; USD 42,000 - 62,000; Full time

Job summary

Advocate Health in Concord, NC is seeking an Insurance/Referral Coordinator to streamline patient referrals, insurance verification, and authorization handling. This role partners with physicians, practices, and departments to ensure timely access to care.

Responsibilities include coordinating schedules, educating patients on coverage, and preparing high-quality financial estimates when needed. Strong computer skills and customer service are essential.

Qualifications

• Requires High School Diploma or GED.
• Must have computer experience.
• Understanding of insurance coverage and medical necessity policies preferred.
• Knowledge of medical records software preferred.
• Customer service experience required.

Responsibilities

• Completes referrals for patients and coordinates with referring and receiving practices and/or departments.
• May coordinate and prepare financial estimates for patients.
• Obtains all authorizations needed.
• Directs patients to providers in their insurance plan.
• Reviews benefits and educates patient on insurance coverage.
• Coordinates and schedules surgical procedures, diagnostic testing, or other services within various departments with internal and ancillary providers.
• Reviews schedules and confirms schedules are accurate and time is properly allocated.
• Follows up on all referrals to ensure no care gaps.

Skills

Customer service

Insurance knowledge

Referral coordination

Scheduling coordination

Education

High School Diploma or GED

Tools

Medical records software

Job description

Essential Functions

• Completes referrals for patients and coordinates with referring and receiving practices and/or departments.
• May coordinate and prepare financial estimates for patients.
• Obtains all authorizations needed.
• Directs patients to providers in their insurance plan.
• Reviews benefits and educates patient on insurance coverage.
• Coordinates and schedules surgical procedures, diagnostic testing, or other services within various departments with internal and ancillary providers.
• Reviews schedules and confirms schedules are accurate and time is properly allocated.
• Follows up on all referrals to ensure no care gaps.

Physical Requirements

Must be able to sit for long periods of time and work in a fast-paced office environment. Should be able to bend and lift up to 10 lbs.

Education, Experience and Certifications

High School Diploma or GED required. Computer experience required. Thorough understanding of Insurance coverage (FSC/Coverage/Plan types) and Medical Necessity policies preferred. Knowledge of medical records software preferred. Customer service experience required.