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

See also