Referral Coordinator

Evolving Solution Services; Melbourne (FL); On-site; USD 25,000 - 27,000; Full time

Job summary

PIB is hiring a Referral Coordinator in Melbourne, FL to manage end-to-end referral workflows within an EHR, coordinate with clinicians and providers, and serve as the main patient liaison for status updates and education.

The role requires strong customer service, organizational abilities, and meticulous attention to detail in a fast-paced healthcare setting. A high school diploma and at least two years of referral experience are preferred.

Qualifications

• Minimum of two years' experience in medical referrals or related patient support functions within a clinical setting.
• Demonstrates strong attention to detail and maintains a high level of accuracy in all aspects of the role.
• A collaborative team player who shows genuine care and compassion for patients and their individual needs.
• Possesses excellent interpersonal and time management skills, with the ability to consistently meet productivity standards.
• Capable of working effectively with a multidisciplinary healthcare team in a fast-paced, dynamic environment, exercising tact, diplomacy, accountability and professionalism.

Responsibilities

• Manages end-to-end referral processes using the Electronic Health Record (EHR), ensuring timely documentation, patient safety, and coordination with clinical teams.
• Schedules referral appointments, verifies insurance eligibility, and obtains necessary authorizations and medical documentation from referring providers.
• Serves as the primary liaison for patients regarding referral status, providing updates, education on next steps, and support throughout the referral process.
• Coordinates with specialists, ancillary departments, and internal clinical staff to ensure referral requirements—such as pre-testing, documentation, and prep instructions—are met.
• Conducts daily outbound calls for appointment scheduling, monthly procedure recalls and promptly responds to patient inquiries and voicemails.
• Reviews patient history and medications to ensure accurate procedural preparation and communicates necessary changes to patients and providers.
• Maintains an expert level understanding of referral guidelines, insurance plan requirements, and provider networks.
• Accurately processes and routes electronic documents, ensures complete data entry, and upholds strict compliance with HIPAA regulations and confidentiality standards.

Skills

Customer service

Communication

Organizational skills

Attention to detail

Team player

Education

High school diploma or equivalent

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Melbourne, FL, US 1 Attachments

3 days ago Requisition ID: 1009

Salary Range: $18.00 To $19.50 Hourly

The Referral Coordinator is responsible for managing and processing referral requests for providers across multiple locations. This role supports smooth care coordination and excellent patient service. Requires strong customer service, communication, and organizational skills, with attention to detail and problem-solving ability.

ESSENTIAL FUNCTIONS

• Manages end-to-end referral processes using the Electronic Health Record (EHR), ensuring timely documentation, patient safety, and coordination with clinical teams.
• Schedules referral appointments, verifies insurance eligibility, and obtains necessary authorizations and medical documentation from referring providers.
• Serves as the primary liaison for patients regarding referral status, providing updates, education on next steps, and support throughout the referral process.
• Coordinates with specialists, ancillary departments, and internal clinical staff to ensure referral requirements—such as pre-testing, documentation, and prep instructions—are met.
• Conducts daily outbound calls for appointment scheduling, monthly procedure recalls and promptly responds to patient inquiries and voicemails.
• Reviews patient history and medications to ensure accurate procedural preparation and communicates necessary changes to patients and providers.
• Maintains an expert level understanding of referral guidelines, insurance plan requirements, and provider networks.
• Accurately processes and routes electronic documents, ensures complete data entry, and upholds strict compliance with HIPAA regulations and confidentiality standards.

This job operates in a clerical, office setting. This role routinely involves standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

PHYSICAL, VISUAL, HEARING, AND MENTAL DEMANDS

• Sitting / Mobility: Approximately 70% of work is performed while seated at a desk; the remaining 30% involves movement throughout various work areas.
• Communication: Must be able to communicate effectively with coworkers, Board members, and external agency representatives in person, by phone, and via email.
• Vision: Requires sufficient visual acuity to read printed materials, memos, and to effectively use a computer screen for extended periods.
• Lifting / Carrying: Must be able to occasionally lift and/or move items weighing up to 25 pounds.
• Stooping / Kneeling: Requires the ability to stoop, kneel, or crouch to access files or supplies stored in lower cabinets or on bottom shelves.
• Reaching / Handling: Involves frequent reaching and manual dexterity to input data into computer systems and to manage paperwork, equipment, and supplies.

Qualifications and Competencies:

• High school diploma or equivalent required.
• Minimum of two years' experience in medical referrals or related patient support functions within a clinical setting.
• Demonstrates strong attention to detail and maintains a high level of accuracy in all aspects of the role.
• A collaborative team player who shows genuine care and compassion for patients and their individual needs.
• Possesses excellent interpersonal and time management skills, with the ability to consistently meet productivity standards.
• Capable of working effectively with a multidisciplinary healthcare team in a fast-paced, dynamic environment, exercising tact, diplomacy, accountability and professionalism.
• Understands and follows established policies, procedures, and protocols, with the ability to make timely, sound decisions.
• Proficient in operating required systems and technologies relevant to the role.

PIB is an Equal Opportunity Employer committed to providing equal employment opportunities in all aspects of recruitment, hiring, and employment. Employment decisions are made without regard to any characteristic protected by applicable federal, state, or local law. We encourage qualified individuals of all backgrounds to apply.