Referral Coordinator

St. Paul
Aug 18, 2017
Sep 17, 2017
Job Type
Employment Status
Full Time

TITLE: Referral Coordinator

STATUS: Non-exempt

REPORTS TO: Nursing Manager or Clinic Director

SUMMARY: Processes patient information, referrals, prior authorizations, referral tracking and facilitates communication between nurses, providers, ancillary services, and patients by providing station and phone support.


  1. Demonstrates effective, culturally sensitive communication skills and effectively communicates verbally and in writing with a variety of people.
  2. Achieves customer/patient satisfaction objectives by greeting patients, proactively attending to patient’s needs, and responding to requests, all in a timely and efficient manner.
  3. Responsible for assisting with station phones and voicemail, and accurately and completely recording / relaying messages in a timely manner to patients and appropriate health care personnel.
  4. Processes referrals and schedules tests and procedures for patients per provider orders utilizing appropriate facilities for optimum continuity of care and benefit to the patient.
  5. Track patient referrals to and from specialty care to ensure continuity of care and optimized patient health and wellness.
  6. Completes patient data entry into EMR, as required.
  7. Partners with Lead Referral Coordinator and Manager to optimize referral care delivery and drive continuous improvement through utilization of department performance metrics aligned with organizations strategic goals.
  8. Responsible for obtaining prior authorization for patient tests, procedures, pharmaceuticals etc.
  9. Supports nursing and providers in obtaining test results and assuring result placement in the patients EMR.
  10. Documents appointments and attempts to contact patients.
  11. Effectively prioritizes and manages time sensitive referrals.
  12. Manages multiple responsibilities, tasks and multiple referrals.
  13. Communication around pending referrals and status updates to medical staff and patients.
  14. Maintains a favorable working relationship with all other employees to foster and promote a cooperative and harmonious working climate, conducive to employee morale, productivity, efficiency, and effectiveness.
  15. Keeps immediate supervisor promptly and fully informed of all problems or unusual matters of significance coming to his/her attention so that swift corrective action can be taken when appropriate.
  16. Other duties as assigned.


  • Works within the scope of the job description / job responsibilities with general direction.
  • Consults with others as appropriate.


  • Does not supervise other staff.
  • May provide work direction to students/volunteers.


  • Consistently practices universal precautions, hazardous waste precautions/handling, and right to know.


  • Busy clinic environment.
  • Must be able to juggle multiple demands.


  1. High school diploma or equivalent.
  2. Excellent organizational skills.
  3. Computer keyboard experience.
  4. MS Word, Outlook, Excel and Intranet navigation
  5. Flexibility, strong time management skills as well as working on multiple issues at one time are required for this position.
  6. Prior healthcare setting experience.
  7. Strong knowledge of medical terminology.
  8. Possess strong interpersonal and communication skills.
  9. High level of ethics in maintaining patient confidentiality.
  10. Minimum of one year prior health care experience in similar setting.


  1. Bilingual (English/Spanish, English/Hmong) strongly preferred.

Bachelors and/or Associates Degree in Healthcare related

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