Lead Referral Coordinator — Patient Access & Care

Axis Community Health; Pleasanton (CA); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Health benefits

401(k) with match

Educational reimbursement

Paid holidays

Paid time off

Employee discounts

Referral bonus

Job summary

Axis Community Health in Pleasanton, CA is hiring a Referral Coordinator Lead to supervise the referrals team, handle insurance authorizations, and ensure HIPAA-compliant documentation transmission. You will lead process improvements, coordinate with providers and billing, and oversee staff training to improve patient access to specialty services while maintaining high-quality customer service.

This role requires strong communication, bilingual English/Spanish preferred, and the ability to

Qualifications

• High School Diploma or equivalent required.
• Minimum two years of experience in a medical office with Lead/Supervisor experience preferred.
• Knowledge of HIPAA guidelines and medical terminology required.
• Excellent customer service, problem resolution, and multitasking abilities.
• Bilingual English/Spanish preferred.

Responsibilities

• Coordinate specialty referrals, insurance authorization, and transmission of electronic documentation.
• Provide leadership to the Referrals team and assist in implementing new processes.
• Monitor referral work queues to support timely processing and resolution of referrals and authorizations.
• De-escalate and resolve patient issues, grievances, and inquiries as necessary.
• Collaborate with providers, clinic staff, care teams, billing staff, and external specialty offices to resolve referral barriers and support continuity of care.
• Ensure HIPAA compliance in all patient, referral, and administrative activities.
• Train and onboard Referral Coordinators, ensuring team members' success.

Skills

HIPAA knowledge

Medical terminology

Customer service

Problem resolution

Multitasking

Communication

Attention to detail

Typing 35 WPM

Independent work

Education

High School Diploma or equivalent

Tools

Microsoft Office

EPIC knowledge

Axis departmental systems

Job description

Axis Community Health in Pleasanton, CA is hiring a Referral Coordinator Lead to supervise the referrals team, handle insurance authorizations, and ensure HIPAA-compliant documentation transmission. You will lead process improvements, coordinate with providers and billing, and oversee staff training to improve patient access to specialty services while maintaining high-quality customer service.

This role requires strong communication, bilingual English/Spanish preferred, and the ability to