Referral Coordinator

Behavioral Health Tech, Inc.; San Francisco (CA); Remote; USD 45,000 - 75,000; Full time

Job summary

An innovative health tech startup is seeking a Referral Coordinator to enhance patient referral processes. This role involves collaborating with cross-functional teams, managing data across various platforms, and serving as a liaison with healthcare providers. Ideal candidates will possess strong communication and organizational skills, along with a passion for improving access to eating disorder treatment. If you're looking to make a meaningful impact in a fast-growing company that values diversity and inclusion, this opportunity is perfect for you.

Qualifications

• Bachelor's degree required with 2+ years in customer service or case management.
• Strong communication and organizational skills are essential.

Responsibilities

• Triaging patient referrals and supporting admissions processes.
• Managing data in multiple systems and ensuring accuracy.

Skills

Interpersonal Skills

Communication Skills

Organizational Skills

Critical Thinking

Education

Bachelor’s Degree

Tools

CRM Software

EMR Systems

Data Analytics Platforms

Job description

About Equip

Equip is the leading virtual, evidence-based eating disorder treatment program on a mission to ensure that everyone with an eating disorder can access treatment that works. Created by clinical experts in the field and people with lived experience, Equip builds upon evidence-based treatments to empower individuals to reach lasting recovery. All Equip patients receive a dedicated care team, including a therapist, dietitian, physician, and peer and family mentor. The company operates in all 50 states and is partnered with most major health insurance plans. Learn more about our strong outcomes and treatment approach at www.equip.health.

Founded in 2019 as a fully virtual company, Equip is built on the dedication of highly engaged, passionate, and diverse Equipsters who have shaped our unique culture. In recognition of this impact, Equip was honored in 2024 by Forbes as a Next Billion-Dollar Startup, LinkedIn as a Top Startup, TechCrunch as one of the 10 Most Exciting Digital Health Startups, Fast Company among the Most Innovative Companies, and Business Insider’s 44 Companies to Bet Your Career On. We are immensely grateful to our Equipsters for creating a sustainable company and treatment program that has served thousands of patients and families to date.

About the role

The Referral Coordinator will be responsible for triaging incoming patient referrals from our provider partners and will work closely with Patient Acquisition and Admissions teams to ensure a smooth referral experience for the provider. This role includes administrative duties that require a candidate to be highly detail-oriented, organized, and self-motivated. The Referral Coordinator will communicate with external medical and mental health providers and collaborate with cross-functional teams daily, so the Referral Coordinator must be someone who can communicate effectively to different audiences and is strongly aligned with our mission to bring gold-standard eating disorder treatment to everyone.

Responsibilities

• Collaborate with the cross-functional teams to triage referred patients and support referral partners during their patient’s admissions process.
• Serve as a liaison between new providers and Clinical Partnerships Representatives.
• Manage data and reports in multiple systems including a CRM, EMR, and data analytics platform.
• Manage confidential health information thoughtfully.
• Ensure that data is inputted accurately and consistently and assist with data audits as needed.
• Field questions from external providers and speak confidently about Equip’s services, patient population, and referral process.
• Perform other duties as assigned.

Qualifications

• Bachelor’s degree required.
• 2+ years experience in a customer service role or case management role, preferably in healthcare.
• Strong interpersonal skills and relationship-building expertise.
• Exceptional verbal and written communication skills.
• Sharp organizational skills with capability to manage details in a fast-paced, fluid environment.
• Comfortable with a remote role and a remote team with high autonomy and self-motivation.
• Ability to think critically to quickly and accurately work through challenges and rapid change.
• Ability and willingness to travel as needed.
• A desire to work at a fast-growing health tech startup.

Physical Demands

Work is performed 100% from home with no requirement to travel. This is a stationary position that requires the ability to operate standard office equipment and keyboards as well as to talk or hear by telephone. Sit or stand as needed.

Diversity, Equity, Inclusion, Belonging

At Equip, Diversity, Equity, Inclusion and Belonging (DEIB) are woven into everything we do. At the heart of Equip’s mission is a relentless dedication to making sure that everyone with an eating disorder has access to care that works regardless of race, gender, sexuality, ability, weight, socio-economic status, and any marginalized identity. We also strive toward our providers and corporate team reflecting that same dedication both in bringing in and retaining talented employees from all backgrounds and identities. We have an Equip DEIB council, Equip For All; also referred to as EFA. EFA at Equip aims to be a space driven by mutual respect, and thoughtful, effective communication strategy - enabling full participation of members who identify as marginalized or under-represented and allies, amplifying diverse voices, creating opportunities for advocacy and contributing to the advancement of diversity, equity, inclusion, and belonging at Equip.

As an equal opportunity employer, we provide equal opportunity in all aspects of employment, including recruiting, hiring, compensation, training and promotion, termination, and any other terms and conditions of employment without regard to race, ethnicity, color, religion, sex, sexual orientation, gender identity, gender expression, familial status, age, disability, and/or any other legally protected classification protected by federal, state, or local law.