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Referral Coordinator

  • Qualifications:

      • High school diploma or GED equivalent.
      • Graduate from an approved Medical Assistant Program which identifies both clinical and classroom instruction sufficient to meet state requirements.
      • Knowledge of principles and processes for providing customer and personal services; this includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
      • Certificate of Completion from an approved Medical Assistant program.
      • Current health provider BLS card.
      • Must possess current driver's license.
  • II. Job Requirements (20% of Evaluation Score)

    • Schedule, problem solve, communicate, and coordinate referral appointments with outside specialists.
    • Track and enter all referral requests in the Referral Tracking System or EMR on a daily basis.
    • Coordinate with the HIM staff to track the status of all provider reports on patients referred to hospitals, outside clinics and Specialty Providers and follow up for reports/records not received on referred patients
    • Maintain an accurate records of external referral patient's appointments that are kept, failed, and current status in the Referral Tracking System or EMR; Monitor Referral Tracking System or EMR for outstanding provider reports that are (7 days or more old), and follow-up with the appropriate provider.
    • Provide Intensive tracking and follow-up on all patients designated as needing Intensive Tracking; supported by a minimum of 3, if appropriate, documented efforts to re-schedule patients. (documentation in EMR / Referral tracking Data base, or others, as appropriate)
    • Produce an accurate bi-weekly report of all clients designated as needing, (Intensive Tracking), which documents efforts, results, and status of each patient.
    • Fax referral form to providers that do not require any records to be sent. For primary Patient visits, Fax referral form and print requested records that are obtained from EMR, including all printed documents will be attached to the referral form;
    • Routinely make reminder phone calls, and send by US mail, reminder to referral patients in advance of appointment with outside provider.
    • Proactively notify and respond to In-house provider questions, requests and concerns regarding the status of patient referrals, care coordination or follow-up status.
    • Answer, respond and document phone calls, request and questions from patients in a timely manner. Calls must be accurately managed or redirect as appropriate.
    • Routinely provide patients with other clinic and community based resource materials as appropriate.
    • Verify insurance information for referral purposes and process insurance information for referral patients.
    • Has knowledge of scheduling guidelines and works closely with all ancillary departments. Schedules all hospital procedures, surgeries and diagnostic tests according to specific department guidelines.
    • Has knowledge of all preparations required for Laboratory, Radiology, Respiratory Therapy, surgeries and procedures. Informs patient of all preparations required before visit.
    • Maintains adequate and appropriate communication and coordination with the Patient Financaial Counselor
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Referral Coordinator

Orchard Hospital
Gridley, CA 95948
Full Time

Published on 08/29/2025

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