Patient Referral Specialist: Care Coordination

Silversmith Capital Partners; Chula Vista (CA); On-site; USD 42,000 - 65,000; Full time

Job summary

Upperline Health is seeking a detail-oriented Referral Coordinator to manage patient referrals—from eligibility checks to scheduling and documentation. You will liaise with patients, providers, and insurers, ensuring accurate CPT coding and timely referrals.

Join a collaborative team dedicated to patient-centered, value-based care. The role emphasizes strong organizational skills, effective communication, and proficient use of EHR systems, with weekday clinic hours and a supportive

Qualifications

• High school diploma or equivalent; associate or bachelor’s degree in healthcare administration or related field preferred.
• Minimum 1–2 years of experience in a healthcare administrative role, preferably in referrals or patient coordination.
• Familiarity with insurance verification and authorization processes is highly desirable.

Responsibilities

• Receive and process referrals accurately and in a timely manner.
• Verify patient eligibility, insurance requirements, and authorization of proper CPT codes for referred services.
• Coordinate with referring and receiving providers to schedule appointments and ensure documentation and authorization of CPT codes.
• Serve as a liaison between patients, providers, and insurance companies.
• Provide patients with referral information, answer questions, and follow up to confirm appointments.
• Address and resolve any patient concerns regarding the referral process.
• Maintain accurate and up-to-date records of all referrals in the electronic health record (EHR) system.
• Document communications with patients, insurance companies, and other healthcare providers.
• Ensure all referral requirements, authorizations, and compliance guidelines are met.
• Verify insurance details and requirements for each referral.
• Obtain necessary pre-authorizations or approvals from insurance companies and coordinate with billing departments as needed.
• Work closely with medical, administrative, and billing teams to ensure coordinated patient care and referral accuracy.
• Participate in team meetings to review referral trends, identify process improvements, and share best practices.

Skills

Strong organizational skills

Time management

Excellent verbal and written沟通

Microsoft Office Suite

Education

High school diploma or equivalent

Associate or bachelor’s degree in healthcare administration, medical billing, or related field preferred

Tools

Athena EHR

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Upperline Health is seeking a detail-oriented Referral Coordinator to manage patient referrals—from eligibility checks to scheduling and documentation. You will liaise with patients, providers, and insurers, ensuring accurate CPT coding and timely referrals.

Join a collaborative team dedicated to patient-centered, value-based care. The role emphasizes strong organizational skills, effective communication, and proficient use of EHR systems, with weekday clinic hours and a supportive