Referral Coordinator

Trusted Results Therapy Group; Orangeburg (SC); Remote; USD 25.000 - 39.000; Vollzeit

Zusammenfassung

Trusted Results Therapy Group is seeking a Remote Referral Coordinator to manage the referral intake from receipt through scheduling for behavioral health services. You will triage referrals, verify insurance, and coordinate with providers to match patients based on insurance, location, and availability.

Responsibilities include scheduling appointments, sending intake forms on the same day, and coordinating follow-ups.

Qualifikationen

• Associate's or bachelor's degree in health sciences, psychology, or related field.
• 1+ year in a medical or behavioral health administrative role.
• Clinical literacy with mental health service types and terminology.
• Strong phone communication and patient-facing skills.
• HIPAA knowledge and compliance awareness.
• Experience with insurance platforms.
• Familiarity with Dialpad.
• Experience in multi-department or multi-location practice.
• Bilingual is a plus.

Aufgaben

• Manage referral intake from receipt through scheduling.
• Triage and tag service type (therapy, medication management, testing, or combo).
• Verify insurance and upload referrals/eligibility into Atlas.
• Match patients to providers based on insurance, location, and availability.
• Schedule appointments for therapy and medication management; send intake forms same day.

Kenntnisse

Phone communication

HIPAA compliance

Clinical literacy

Medical scheduling

Insurance platforms

Dialpad

EHR familiarity

Bilingual (bonus)

Ausbildung

Health sciences/psychology-related degree

Tools

Dialpad

EHR systems

Jobbeschreibung

Join the Trusted Results Therapy Group Team

At Trusted Results Therapy Group (TRTG), we believe great care starts with great people. We are a growing, clinician-led behavioral health organization committed to making high-quality mental health services accessible to individuals and families across South Carolina.

What makes TRTG different is our people and our purpose. We have built a collaborative, supportive environment where team members are encouraged to grow professionally, bring new ideas forward, and make a meaningful impact in the communities we serve.

As a CARF-accredited organization, we are committed to high standards of care while continuing to expand the services and resources available to our clients. Our team includes professionals across therapy, psychiatry, psychological testing, rehabilitative behavioral health services, school-based services, nursing, administration, operations, and leadership — all working together toward one mission: helping people achieve trusted results.

Why Join TRTG?

When you join TRTG, you become part of an organization that values:

• Meaningful work that directly impacts individuals, families, and communities
• A collaborative, team-centered culture
• Professional growth, training, and leadership development
• Opportunities to grow as the organization continues to expand
• Innovation and new ideas from every level of the organization
• A commitment to accessibility and reducing barriers to mental healthcare
• High standards for quality, ethics, and client care
• A workplace built around our core values of Trust, Results, Accessibility, and Community

We are looking for people who want more than just a job. We want team members who care about the work, care about the people around them, and want to be part of an organization making a lasting difference in mental healthcare across South Carolina.

If that sounds like you, we would love to learn more about you.

Position Summary

The Referral Coordinator manages the referral intake process from receipt through scheduling, ensuring patients are triaged, matched with the appropriate provider, and scheduled promptly. This role serves as a key point of contact for incoming referrals and patient outreach, working closely with the intake team to deliver a smooth experience from first contact through appointment scheduling.

Referral Intake & Triage

• Receive and enter referrals from MedSender into Atlas
• Upload referral and insurance eligibility verification into Atlas
• Triage and tag service type — therapy, medication management, psychological testing, or a combination
• Manage specialty payer / contracts

Patient Outreach & Scheduling

• Contact patients same-day to confirm service interest and verify insurance
• Match patients to the appropriate provider based on insurance, location, and availability
• Schedule appointments for mental health therapy and medication management services
• Send intake forms the same day an appointment is scheduled

Follow-Up & Discharge

• Notify referring provider upon receipt of referral
• Manage a 3-attempt follow-up queue over 8 days for patients who have not been reached
• Discharge patients after 3 failed contact attempts and notify the referring practitioner
• All other duties as assigned

Required Qualifications

• Associate's or bachelor's degree in health sciences, psychology, or a related field
• 1+ year of experience in a medical or behavioral health administrative role
• Clinical literacy — familiarity with mental health service types and terminology
• Strong phone communication and patient-facing skills
• HIPAA knowledge and compliance awareness
• Experience with EHR Preferred Qualifications
• Experience as a Behavioral Health Technician (BHT) or medical scheduler
• Familiarity with insurance platforms, Dialpad
• Experience in a multi-department or multi-location practice
• Bilingual — a plus

This is a remote role, you must be a SC, TX, IL, or CO state resident to apply.

EEO Statement

Trusted Results Therapy Group is an Equal Opportunity Employer and does not discriminate on the basis of color, religion, national origin, age, genetics, disability, pregnancy, veteran status, or other legally protected status in employment opportunities and benefits.

Other Duties

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.

Signatures

This job description has been approved by management.