Lead Referral & Insurance Intake Coordinator

Momentum-Spine-and-Join; Arlington (TX); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

3 Medical Plans

2 Dental Plans

Vision Plan

Employee Assistance Program

Disability Insurance (Short & Long)

Life with AD&D Plan

401(k) with vesting

Paid Time Off and Holidays

Job summary

Momentum Spine and Joint is seeking a Lead Referral Intake Coordinator in Arlington, TX. The role involves handling referral intake, verifying insurance, scheduling initial appointments, and maintaining patient records in Salesforce and eCW.

The position emphasizes teamwork, accuracy, and timely communication with patients and referral sources. Ideal candidates will have a high school diploma (or GED) and at least one year in a medical office setting.

Qualifications

• High School Diploma or GED.
• 1 year in a medical office or facility setting.

Responsibilities

• Perform and support referral intake and insurance verification processes.
• Enter data into electronic systems and maintain patient charts in Salesforce and eCW.
• Schedule initial appointments and communicate details to patients.

Skills

Referral workflows

Insurance verification

HIPAA compliance

EMR systems

Salesforce

eCW (eClinicalWorks)

Microsoft Office

Communication skills

Organizational skills

Multitasking

Education

High School Diploma or GED

1 year medical office/clinic experience

Tools

Salesforce

eCW

Microsoft Office

Job description

Momentum Spine and Joint is seeking a Lead Referral Intake Coordinator in Arlington, TX. The role involves handling referral intake, verifying insurance, scheduling initial appointments, and maintaining patient records in Salesforce and eCW.

The position emphasizes teamwork, accuracy, and timely communication with patients and referral sources. Ideal candidates will have a high school diploma (or GED) and at least one year in a medical office setting.