Referral Operations Specialist – Fast Intake & Handoff

Well Care Health; Raleigh (NC); On-site; USD 52,000 - 72,000; Full time

Job summary

Well Care Health in Raleigh, NC seeks a Sales Support Specialist to manage regional portal coverage and referral-management for assigned branches. This role monitors incoming referrals, validates SOC/ROC packets, and coordinates handoffs to ensure timely decisions, complete documentation, and continuity of care across regions.

Responsibilities include reviewing referrals within 15 minutes, uploading packets, tracking missing information, and supporting Home Health-to-Hospice coordination while

Qualifications

• Two years of computer experience, preferably in healthcare.
• Excellent communication and customer-service skills.
• Ability to write, read, speak clearly and operate standard office equipment.

Responsibilities

• Monitor assigned referral portals and review incoming referrals for designated branch or region.
• Apply standardized criteria to accept, decline, or escalate referrals within 15 minutes of receipt.
• Retrieve, review, and validate SOC and ROC referral packets including demographics, insurance, physician, orders, and face-to-face documentation.
• Upload SOC packets to Mosai platform and ROC packets to Portal Branch Teams channel.
• Track referral disposition, missing documentation, escalations, and outstanding requirements until completion.
• Support hospice and home health referral coordination and identify non-billable discharges.
• Maintain confidentiality and HIPAA compliance, and adhere to Well Care policies.

Skills

Microsoft Office

Team collaboration

Communication

Customer service

Referral portals

Education

High School Diploma or equivalent

Tools

EMR systems

Microsoft Teams

Referral portals

Job description

Well Care Health in Raleigh, NC seeks a Sales Support Specialist to manage regional portal coverage and referral-management for assigned branches. This role monitors incoming referrals, validates SOC/ROC packets, and coordinates handoffs to ensure timely decisions, complete documentation, and continuity of care across regions.

Responsibilities include reviewing referrals within 15 minutes, uploading packets, tracking missing information, and supporting Home Health-to-Hospice coordination while