Referral Coordinator

Summary of Responsibilities - Coordination of insurance referrals for patients’ upcoming visits and procedures.

Job Classification: Category III – No employee has occupational exposure to blood borne pathogens.

Reports to: Office Manager

Responsibilities - The duties and responsibilities of the Referral Coordinator include, but are not limited to:

• Data entering and scanning patient referral information.
• Contact primary care physicians, patients and in office departments and providers to obtain information necessary to schedule procedures and office visits.
• Enter all demographic information provided into EMR system Allscripts. Create new patient charts.
• Distinguish the type of services that are needed – ASAP verses screening verses office visit verse open access.
• Mailing/faxing responses/letters to referring offices.
• Document all information completely and thoroughly in patient’s chart
• Text message appointment options to patients utilizing Artera texting app.
• Document patient status post appointment to a no-show status and notify appropriate parties involved.
• Discharge patient via certified letter from practice after following proper protocol and steps involved with notifying patient, PCP and usual provider in office.
• Be of service for hospital booking sheet documentation upon patient being scheduled at hospital through OA process.
• Be of service for printing prep instructions for procedures scheduled for OA department and address envelopes as needed.
• Complete tasks timely, completely, and correctly.
• Regular interaction with referring provider offices
• Works cooperatively with all other employees in and out of the office.
• Other duties as assigned.

Physical Activities and Requirements

Repetitive hand movement due to extended computer use

Sitting for long periods of time