Coordinator, Referrals

Cano Health LLC; Wellington (FL); On-site; USD 42,000 - 62,000; Full time

Job summary

Cano Health in Wellington, FL is hiring a Referral Coordinator to support patient care coordination by managing referrals, authorizations, and scheduling. You will liaise with patients, providers, and health plans to ensure timely, accurate referral processing and documentation in the EHR.

You will educate patients on referral processes, assist with barriers, and work with care teams to optimize access and throughput, while upholding HIPAA and quality standards.

Qualifications

• High school diploma or GED required; BLS certification preferred.
• Proficient in medical terminology; knowledge of insurance processes and scheduling systems (EHRs) is helpful.

Responsibilities

• Process referrals promptly and input into data systems.
• Schedule appointments with specialists and prioritize in-network options.
• Educate patients on referral processes, insurance requirements, and expectations.
• Maintain accurate documentation of referral activities in the EHR.
• Follow HIPAA guidelines and ensure secure communication of patient records.

Skills

Customer service

Organization

Time management

Bilingual English/Spanish

Communication

Education

High school diploma or GED

BLS certification

Tools

eClinicalWorks (eCW)

Availity

Cano.Net

Workday

Oracle

Microsoft Office

Job description

Job Summary

The Referral Coordinator plays a vital role in supporting patient care coordination by managing insurance pre-verifications, referral processing, appointment scheduling, and communication between patients, providers, and health plans. This individual ensures timely and accurate handling of all internal and external referrals, authorizations, and follow-up activities. The Referral Coordinator serves as a key liaison among clinics, specialists, and insurance carriers, while upholding a patient-centered and service-oriented approach.

Essential Duties & Responsibilities

• Referral Management & Coordination:
  • Process outgoing referrals promptly based on provider orders (e.g., specialty care, diagnostics, therapy).
  • Review, validate, and document referral orders, input referrals and authorizations into the appropriate data systems.
  • Schedule appointments with specialists or service providers, prioritizing high-quality, in-network, and cost-effective options.
  • Track referral status, follow up on incomplete referrals, and ensure timely receipt of consultation reports.
  • Close the referral loop by ensuring reports and documentation are routed to the appropriate provider.
• Patient Communication & Navigation:
  • Educate patients on the referral process, insurance requirements, and expectations.
  • Assist patients in overcoming logistical or administrative barriers (e.g., transportation, language, scheduling).
  • Notify patients of appointment details and authorization status.
  • Provide compassionate, professional support in person and over the phone, reinforcing a positive patient experience.
• Insurance & Authorization Processing:
  • Verify insurance eligibility and determine referral and authorization requirements.
  • Obtain prior authorizations and approvals from health plans as needed.
  • Collaborate with payers and specialists to expedite authorizations and respond to denials or appeals.
• Value‑Based Care Alignment:
  • Proactive schedule referrals related to key quality metrics, including HEDIS, STAR, and Quality Improvement (QI) measures (e.g., mammograms, colonoscopies, diabetic eye exams).
  • Support accurate and timely documentation to meet risk adjustment and quality reporting requirements.
  • Track referral patterns and help guide patients to in‑network or preferred providers aligned with Accountable Care Organizations (ACOs) and narrow network strategies.
  • Identify, address, and elevate referral delays or barriers that may impact clinical outcomes or contractual performance metrics.
• Administrative Support & Documentation:
  • Maintain accurate documentation of all referral activities in the Electronic Health Record (EHR) system.
  • Log referral status, actions taken, and communications in a timely manner.
  • Generate and distribute referral forms, notifications, and supporting documents.
• Care Team Collaboration:
  • Work closely with physicians, nurses, medical assistants, and care managers to coordinate care.
  • Participate in daily huddles to proactively address upcoming referral needs.
  • Share referral status updates with clinical team members in real‑time.
• Compliance & Data Privacy:
  • Uphold HIPAA guidelines and clinic protocols related to data handling and patient confidentiality.
  • Ensure secure communication of patient records to external entities.
• Clinic Support & Environment:
  • Provide clerical support to the clinical team, including managing lobby areas and assisting with PPE protocols.
  • Collaborate with front desk and clinic staff to monitor scheduling and patient flow.
  • Maintain a welcoming and organized patient experience environment.

Education & Experience

High school diploma or GED required. Minimum of 1–2 years of experience in a medical office, hospital, or clinical setting handling referrals. Working knowledge of medical terminology and insurance processes. Experience with scheduling systems, EHRs (e.g., eClinicalWorks), and insurance authorization procedures. BLS certification required; must be able to respond appropriately in emergencies.

Education Requirements

Required/Preferred Education Level: Discipline Required: High school diploma or GED. Knowledge, Skills & Proficiencies: Proficient in Microsoft Office Suite (Excel, Word, Teams, PowerPoint). Familiarity with insurance portals, including Medicaid, Medicare, and commercial payers. Bilingual in English and Spanish preferred. Strong customer service, organizational, and time management skills. Ability to navigate multiple systems including: eClinicalWorks (eCW), Availity, Cano.Net (ticketing system), Workday (timekeeping/HR platform), Oracle (expense reporting), Health plan and diagnostic center portals.

Behavioral Expectations

Serve as a patient advocate and ensure patient needs are met with empathy and professionalism. Actively collaborate with clinic teammates to foster a supportive work environment. Engage with patients respectfully, using preferred names and offering assistance as needed. Promote a culture of compassion, accountability, and continuous improvement.

Please see Cano Health’s Notice of E-Verify Participation and the Right to Work.

Physical Requirements

This position works under usual office conditions. The associate is required to work at a personal computer as well as be on the phone for extended periods of time. Must be able to stand, sit, walk and occasionally climb. The incumbent must be able to work extended and flexible hours and weekends as needed. Physical demands include ability to lift up to 50 lbs. The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work Conditions

Work will involve constant driving/traveling to assigned clinics/territories. Travel Required Amount of Expected Travel Details Yes 0-25% Flexibility to travel to clinical sites as needed.

Tools & Equipment Used

Computer and peripherals, standard and customized software applications and tools, and usual office equipment.

Disclaimer

The duties and responsibilities described above are designed to indicate the general nature and level of work performed by associates within this classification. It is not designed to contain, or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time.

Cano Health is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.