The Referral Coordinator processes referrals and facilitates care coordination between primary care providers, specialists, and patients. They are responsible for pre-visit preparation, updating care plans, and ensuring the accurate documentation of patient encounters within the EHR system.
Requirements overview
Candidates must have a high school diploma or equivalent and at least one year of experience in customer service or referral coordination. Proficiency in Spanish is required, and experience with EHR systems and medical terminology is preferred.
Key skills
Referral coordinationPatient care coordinationMedical terminologyElectronic Health Record (EHR)Customer serviceCare plan managementHIPAA compliancePatient schedulingCommunicationData accuracyPatient advocacySpanish language
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Serve The People is a community health center located in Santa Ana, Orange County, California, with a strong commitment to providing comprehensive healthcare services to individuals and families in need. Our mission revolves around delivering patient-centered care that is accessible, compassionate, and culturally responsive, with the overarching vision of improving the overall health and well-being of the community. All healthcare services are offered to provide patients a centralized place to receive their healthcare services: Medical, Dental, Vision and Behavioral Health care as well as operate a bimonthly Food Pantry and provide ongoing Legal Aid services at no cost.
This organization operates under the leadership of a dedicated team, including an executive director, chief medical office, finance director, and board of directors, who collaboratively shape its strategic direction and ensure the delivery of high-quality services. Serve The People's diverse and skilled workforce, comprising healthcare professionals, administrative staff, and support personnel, contributes significantly to their success.
Serve The People is recognized as a Federally Qualified Health Center (FQHC), underscoring its vital role in addressing the healthcare needs of underserved populations. They serve patients from underserved communities, offering a wide range of services tailored to meet their specific needs, thereby reducing health disparities and improving outcomes.
Beyond healthcare services, Serve The People engages in community outreach initiatives, collaborating with local organizations, schools, and community centers to promote health education, disease prevention, and wellness activities. They recognize the importance of addressing social determinants of health and work towards creating a supportive ecosystem that nurtures the well-being of the community.
HealthcareCustomer Service & SupportAdministrative
Description
Description
Reporting to the Patient Support Services Supervisor 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 but not limited to those made with labs, diagnostic areas, and specialty physicians. The following statements for this position reflect only some specific responsibilities and are considered necessary to describe the principal functions of the job as identified and shall not be considered a detailed description of all duties required that may be inherent in the position:
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, 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 work flow.
During Patient Visit
Review prior care plan goals and progress towards goals with patient/family. Update care plan as appropriate.
Reinforce care plan with the patient/family in the case of initial visit or initial care plan development.
Provide patient with resources, as needed, to assist connecting patient to specialist or services.
Between Patient Visits
Notify patients of referral status updates.
Update referral status to ensure proper closure of loop within EHR system.
Identify gaps in care for designated patients and facilitate coordination of needed services.
Communicates frequently with the care team regarding patient requests, scheduling issues or other aspects of duties and prepare referral updates for next days scheduled patients.
Effectively maintains and protects the confidentiality of all medical records and patient information while maintaining accuracy of patient demographics and encounters.
Adhere to HIPAA regulations and other relevant laws to protect patient privacy and confidentiality in all communications.
Perform other duties as assigned by the executive leadership and administration.
Requirements
Education, Certification, and Experience Requirements
High school diploma or equivalent.
1 year of experience in customer service/referral coordinator.
Experience working with common health care programs, preferred.
Experience working with underserved and diverse populations, preferred.
Basic knowledge of medical terminology, preferred.
Electronic Health Record (EHR) experience, preferred.
Language Requirements
Spanish speaking required.