Referral Coordinator

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