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Referral Coordinator

  • California, Rancho Mirage

  • 10/29/2025

  • Contract

  • Active

Job Description:

  • Job Summary
    The Referral Coordinator is responsible for managing and coordinating patient referrals, including insurance authorizations and communication between clinics, providers, and patients. This role ensures referrals are accurately processed in the electronic medical record (EMR), facilitates timely scheduling, and supports overall clinic operations by assisting with medical record requests, documentation, and front-office tasks. The Referral Coordinator plays a key role in ensuring a seamless referral experience and supporting the delivery of high-quality patient care.

    Key Responsibilities
    1. Coordinate all incoming and outgoing patient referrals and ensure accurate transcription into Epic or other EMR systems.
    2. Manage referral work queues, including processing medical records, returning phone calls, and preparing medical charts.
    3. Verify accurate patient, guarantor, and insurance information for billing and referral processing.
    4. Facilitate referral authorization by submitting required documentation and tracking insurance approvals.
    5. Maintain collaborative relationships with clinics, departments, and external offices to streamline referral workflows.
    6. Request, obtain, and organize medical records from referring providers as needed.
    7. Handle patient inquiries and correspondence promptly to ensure excellent customer service.ollect co-pays and deductibles when applicable and provide receipts for payments.
    8. Coordinate with clinical staff to ensure timely submission of records for HMO and insurance requirements.
    9. Assist in scheduling annual wellness visits and physical exams in collaboration with nursing staff.
    10. Cover front desk duties, including answering phones, retrieving messages, and greeting patients.
    11. Maintain confidentiality and compliance with organizational and regulatory policies.
    12. Perform other duties as assigned to support clinic operations.

    Required Qualifications
    1. Education: High school diploma or GED 
    2. Experience: Minimum of one (1) year of experience in a clinical or ambulatory care setting.

    Skills:
    1. Strong communication and interpersonal skills.
    2. Ability to multitask, prioritize, and manage time efficiently in a fast-paced environment.
    3. Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
    4. Experience using Epic or other EMR systems for scheduling, registration, and documentation.
    5. Basic understanding of insurance eligibility and authorization processes.
    6. Strong organizational skills and attention to detail.
    7. Ability to remain calm and professional in challenging situations.

    Preferred Qualifications
    1. Experience with electronic scheduling systems and insurance/HMO authorizations.
    2. Prior experience in a multispecialty or large healthcare organization.

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