Referral Specialist

Socket.dev; Pembroke (NC); On-site; USD 42,000 - 62,000; Full time

Job summary

Southeast Integrated Care is seeking a Referral Specialist to act as system navigator and primary contact for clients, families, referral sources, payers, and providers. You will advocate for timely service approvals, manage intake communications, and coordinate care and referrals across teams.

Responsibilities include capturing all referrals in EMR, scheduling meet/greet events, documenting demographics, and maintaining 95% admission targets while expanding community partnerships.

Qualifications

• Relevant bachelor’s or master’s degree in human services or related field.
• RN license in NC with MH/DD/SAS experience is acceptable.
• 4+ years of clinical/administrative experience in healthcare settings.

Responsibilities

• Capture all referrals in the EMR system via multiple channels.
• Collect referrals for enhanced services and residential care.
• Coordinate with care staff about scheduling and delivery of services.
• Schedule meet/greet with referral sources for youth.
• Create client demographics and upload documentation to the system.
• Develop relationships with clients, partners, and stakeholders.
• Attend community events to build industry relationships.
• Inform referral sources about intake status before and after visits.
• Identify all referral sources and contact details.
• Review treatment recommendations with referral sources and ops director.
• Send reminder calls prior to intake.
• Notify referral sources if no-show or reschedules; complete forms weekly.
• Gather referrals via fax/email/phone/QR and reach out to clients.
• Verify insurance coverage options.
• Communicate outcomes of referrals and treatment recommendations.
• Maintain ongoing tracking and documentation on referrals.

Skills

EMR system knowledge

Communication skills

Healthcare knowledge

Teamwork

Problem solving

Education

Bachelor's degree in Human Service

Bachelor's degree in other field (with MH/DD/SAS experience)

RN license in North Carolina

Master’s degree in Human Services

Tools

Microsoft Office

Excel

Job description

Summary:

The Referral Specialistis Southeast Integrated Care’s system navigator and point of contact for clients, families, multiple referral sources, payers, and our network of providers assuring clients have direct access to immediate and ongoing care and families, with patients and families having direct access for asking questions and raising concerns. Will assertively assume the advocate role on our clients behalf with the referral source and or payer to ensure approval of the necessary services for the client in a timely fashion. Will serve as the primary communicator with all parties involved in the initial intake/admission process of delivering the ongoing care and recovery of our clients.

Essential Responsibilities:

1. Ensure all methods of referrals are captured in EMR system- (i.e., electronic fax, QR codes, alpha and MCO calendars, walk ins, phone, text, etc.
2. Collect all referrals to include all enhanced services and residential (adult/youth).
3. Communicate with integrated care staff about client’s care to include scheduling and delivery of services.
4. Coordinate/schedule meet/greet with referral sources for youth.
5. Create client demographics information and upload documentation into the system.
6. Develop relationships with new and existing clients, partners, and stakeholders.
7. Attend community events to learn about new trends and build relationships with industry partners.
8. Communicate with referral source prior to intake and post intake status of visit.
9. Identify all referral sources, names, numbers, emails inclusive of direct referral, care managers, hospital or DSS, payer source, etc.
10. Review treatment recommendations of referral source, and Director of clinical Operations
11. Send out reminder calls to client prior intake
12. Communicate with primary referral sources if client is a NO SHOW or reschedules. Complete referral feedback form and update contact log weekly.
13. Gather all referrals fax, email, phone calls, QR code, alpha etc. and reach out to client.
14. Verify coverage insurance options
15. Communicate back with all referrals sources outcomes of CCA and treatment recommendations
16. Maintain ongoing tracking and appropriate documentation on referrals to promote team awareness. The goal is for 95% of all referrals to be admitted to treatment.
17. Ensure complete and accurate registration, including patient demographic and current insurance information.
18. Assist clients with problem solving potential issues related to the health care system, financial or social barriers (e.g., request interpreters as appropriate, transportation services or prescription assistance).
19. Collaborates with Clinical Operations Director and Referral Manager to assure all referrals are accurately assessed and started in the appropriate level of care in a timely fashion
20. Other duties as assigned.

Education/Experience:

• Bachelor’s degree in Human Service field with 2 years full-time, accumulated MH/DD/SAS experience with population, OR
• Bachelor’s degree in a field other than Human Services with 4 years full-time, accumulated MH/DD/SAS experience with population, OR
• An individual who holds a license of Registered Nurse (RN) in North Carolina, and also has 4 years of experience with MH/DD/SAS population. OR
• Master’s degree in Human Services field and has 1 year of full–time post-graduate degree accumulated MH/DD/SAS experience with population.

Job Qualifications and Skills:

• QP level credentials to include 2-3 years of experience working in the healthcare field.
• Demonstrated leadership skills including excellent oral and written communication skills.
• Strong knowledge of healthcare clinical fundamentals, client safety standards, and performance improvement standards.

• Strong client service focus
• Strong work ethic
• Effective verbal and written communication skills
• Comprehensive knowledge of EMR system
• Comprehensive knowledge of community resources
• Teamwork orientation
• Organized and able to manage competing priorities
• Good judgment
• Resourcefulness in problem solving
• Exceptional follow through
• Able to take and follow through with delegated tasks and accountability.

• Computer skills and knowledge of applicable software programs to include Microsoft Office and Excel.
• Professional demeanor and positive attitude to represent SEIC in the community as well as in the office
• Ability to work with diverse populations
• Flexibility with schedule