Referral Coordinator

Centerplace Health; North Port (FL); On-site; USD 32,000 - 46,000; Full time

Job summary

CenterPlace Health in North Port, FL seeks a Referral Coordinator to manage referrals, external scans, and x-rays. You will verify medical necessity, obtain prior authorization, and prioritize urgent referrals to close the loop promptly.

Responsibilities include reviewing referrals in the EHR, contacting providers and insurers, sending documents to specialists, recording authorization numbers, and updating clinicians. Strong communication and accurate documentation are essential.

Qualifications

• High School diploma or GED or equivalent.
• Some knowledge/experience with third-party vendors for referrals (Availity, Medicare/Medicaid websites).
• Good oral and written communication skills.
• Ability to interact effectively with physicians, patients, and staff.
• Proficient in using electronic health records (EHR).
• Basic typing skills; operating office equipment safely.

Responsibilities

• Review referrals completed by providers in the EHR and verify accuracy.
• Contact insurance companies to verify patient coverage and obtain authorizations.
• Send or fax referrals and patient notes to the appropriate specialty or radiology center.
• Coordinate referral documentation and obtain required authorization from insurers.
• Communicate with providers and insurers to resolve urgent referral issues.
• Note authorization numbers in the patient medical record and update the EHR.
• Guide patients to referral locations and assist with logistics as needed.
• Maintain confidentiality and complete required trainings and meetings.

Skills

Communication skills

Interpersonal with physicians/patients

Attention to detail

Typing skills

Education

High School diploma or GED

Tools

Availity

EHR systems

Office 365 (Outlook, Word, Excel)

Job description

Job Details: Job Location: North Port Health Center - North Port, FL 34287, Job Category: Admin - Clerical

CenterPlace Health believes that each employee makes a significant contribution to our success. That contribution should not be limited by the assigned responsibilities. Therefore, this position description is designed to highlight the primary duties, qualifications, and scope of the position, but not limit the incumbent nor the Company to only the work identified. It is our expectation that each employee will offer his/her full capabilities wherever and whenever necessary to ensure the success of our endeavors.

SUMMARY:

The Referral Coordinator is responsible for coordinating specialty care or outside scans, and x-rays for patients in need of external consultation as requested by the primary care physician. The Referral Coordinator researches referral requests in a timely manner and ensures it meets medical necessity with thorough documentation to obtain prior authorization. The referral Coordinator also prioritizes all urgent referrals and makes sure the loop is closed in a timely manner.

ESSENTIAL FUNCTIONS:

General Duties:

• Review referrals completed by providers within the EHR, open referral and verify procedure for accuracy, contact provider for additional information, if needed.
• Contact the insurance company and verify patient insurance coverage.
• Send/fax referral and patient notes to appropriate specialty office or radiology center.
• Obtain authorization from the insurance company, send/fax patient requested notes to the insurance company.
• Coordinate peer to peer review with provider and insurance medical representative when necessary.
• Note procedure authorization number on medical record
• Communicate with the referral facility authorization documentation
• Provide patients with directions to location when needed
• Updating provider on any STAT referral issues
• Discussing with provider if any issues come up on a referral. For example, patient has no insurance and can’t get to referral appointment due to ride issues. Communication and documentation are key

Electronic Health Record (EHR):

• Accurately and efficiently enters documentation into the EHR.
• Ensures necessary patient referral information is available in the EHR prior to visit.
• Demonstrates basic understanding of the EHR

Cover PSR Clerical Duties as needed:

• Performs clerical duties as directed by office manager.
• Schedule’s appointments.
• Takes phone messages.
• Scan’s information into the Electronic Health Record.
• Performs patient registration functions.
• Workflow dashboard (working in referral Bucket)
• Order entry and workflow

Manage work queues:

• Performs other duties as assigned
• Completes all required trainings and attends meetings as assigned.
• Protects/observes patient confidentiality per policies and procedures.
• Assures translation, as needed, for non-English speaking patients.
• Recognizes and responds appropriately to violent/abusive situations, bomb threats, fire, and emergency situations.

Please note this position requires a background check to be completed. For details, please follow the link below:

FL Clearinghouse | Florida Agency for Health Care Administration

Qualifications: MINIMUM QUALIFICATIONS: (EXPERIENCE/SKILLS/ABILITIES/EDUCATION/CERTIFICATIONS):

• High School diploma or GED equivalent.
• Some knowledge of/experience working with third party vendors to complete referral/authorizations (Availity, Medicare, Medicaid websites, etc.)
• Demonstrates good oral and written communication skills.
• Ability to effectively interact with physicians, patients, and other staff members
• Effective use of the electronic health record
• Possesses basic typing skills
• Demonstrates knowledge of proper, safe, efficient usage of current office equipment/software.
• Demonstrates knowledge and ability to use Office 365 programs including Outlook, Word, and Excel.

PREFERRED QUALIFICATIONS: (EXPERIENCE/SKILLS/ABILITIES/EDUCATION/CERTIFICATIONS):

• Preferred 1 year working in a medical office
• Bilingual preferred