Demo

Referral Coordinator

Serve the People
Santa Ana, CA Full Time
POSTED ON 2/24/2025
AVAILABLE BEFORE 5/22/2025

Job Description

Job Description

Description :

The primary function of the Referral Coordinator (RC) is to process referrals and coordinate care for designated patients between the primary care provider, specialists and other entities involved in the patient's care.

The RC communicates with primary care providers, specialist offices, the patient / caregiver, and family to assist with the receipt of needed services, ensure communication across the care team and reinforce patient adherence with the care plan. The RC works collaboratively in pre-visit preparation, working with care team during and after the patient visit. The RC facilitates patient appointments, including those made with labs, diagnostic areas, and specialty physicians.

The employee is expected to be self-directed, take initiative and be persistent when appropriate to accomplish necessary duties and keep busy without prompting. Additionally, the employee is expected to be adaptable / flexible to changing work assignments, analytical, organized and detail-oriented, perform multiple tasks at once, compose correspondence and other documentation in a professional manner, express ideas constructively, actively listen to others, manage time effectively and efficiently to meet deadlines, learn and memorize procedures, display a cooperative attitude, read, understand and follow all company, job specific and safety policies / procedures, and attend / use all required training.

JOB DUTIES AND RESPONSIBILITIES

Patient Program Coordination

  • Pre-Visit Preparation
  • Facilitate patient appointments, including those made with labs, diagnostic areas, and specialty physicians where special assistance is needed
  • Follow-up with referral provider to obtain consult notes as appropriate. Follow-up with patient / family if test was not done or appointment was not kept and facilitate receipt of test or provider visit
  • Participate in team huddle prior to clinic session to review needed care plans and anticipate flow
  • During Patient Visit
  • Review and update care plan as appropriate
  • Reinforce care plan with the patient / family in the case of initial visit or initial care plan development
  • Provide with patients with resources as needed to help them connect with specialist
  • Between Patient Visits
  • Notify patients of referral status updates
  • Update referral status to ensure proper closure of loop within EHR system, eClinical Works
  • Identify gaps in care for designated patients and facilitate coordination of needed services

Other Duties

  • Communicates frequently with the care team regarding patient requests, scheduling issues or other aspects of duties
  • Effectively maintains and protects the confidentiality of all medical records and patient information
  • Maintain accuracy of patient demographics and encounter
  • Prepares referral updates for next day’s scheduled patients
  • Perform other duties as assigned
  • General Agency Duties

  • Fosters an environment that promotes multidisciplinary team care consisting of trust and cooperation among all staff
  • Enforces clinic policies and procedures
  • Maintains confidentiality of all patient and employee information to all except designated employees
  • PERSONAL / BEHAVIOR

  • Displays cheerful demeanor and makes positive comments when on duty
  • Refrains from participation in harmful gossip, dysfunctional group interactions and divisive behavior
  • Displays courteous and professional behavior in all interactions with the public
  • Works cooperatively with other staff members
  • Displays flexibility in accepting, changing or carrying out assignments
  • Adheres to dress code expectations
  • Displays sensitivity in a multicultural environment
  • KNOWLEDGE, SKILLS, AND ABILITIES

  • Excellent verbal and written communication skills
  • High level of skill in maintaining calm, professional, courteous and helpful demeanor in times of stress
  • Skill in making appropriate decisions to benefit patients and meet company objectives
  • Ability to prioritize work and complete it on a timely basis with minimal supervision
  • Ability to follow procedures
  • Ability to deal with change and seek out opportunities to effect change to promote patient care
  • Strong customer service approach to problem solving situations
  • Ability to read, write, understand and spell English and Spanish (or other patient language needed) correctly.
  • Benefits : Dental insurance

    Health insurance

    Life insurance

    Vision insurance

    Requirements :

    EDUCATION & EXPERIENCE REQUIREMENTS

  • High school graduation or equivalent
  • Experience working with common health care programs
  • Basic knowledge of medical terminology
  • Fluent in Spanish
  • PREFERRED EXPERIENCE

  • Experience working with patient registration procedures
  • Experience working with under served and diverse population
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