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Become A Referral Coordinator

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Working As A Referral Coordinator

  • Interacting With Computers
  • Getting Information
  • Documenting/Recording Information
  • Organizing, Planning, and Prioritizing Work
  • Processing Information
  • Deal with People

  • Mostly Sitting

  • Repetitive

  • $32,970

    Average Salary

What Does A Referral Coordinator Do

Secretaries and administrative assistants perform routine clerical and administrative duties. They organize files, prepare documents, schedule appointments, and support other staff.

Duties

Secretaries and administrative assistants typically do the following:

  • Answer telephones and take messages or transfer calls
  • Schedule appointments and update event calendars
  • Arrange staff meetings
  • Handle incoming and outgoing mail and faxes
  • Prepare memos, invoices, or other reports
  • Edit documents
  • Maintain databases and filing systems, whether electronic or paper
  • Perform basic bookkeeping

Secretaries and administrative assistants perform a variety of clerical and administrative duties that are necessary to run an organization efficiently. They use computer software to create spreadsheets; manage databases; and prepare presentations, reports, and documents. They also may negotiate with vendors, buy supplies, and manage stockrooms or corporate libraries. Secretaries and administrative assistants also use videoconferencing, fax, and other office equipment. Specific job duties vary by experience, job title, and specialty.

Executive secretaries and executive administrative assistants provide high-level administrative support for an office and for top executives of an organization. They often handle more complex responsibilities, such as reviewing incoming documents, conducting research, and preparing reports. Some also supervise clerical staff.

Legal secretaries perform work requiring knowledge of legal terminology and procedures. They prepare legal documents, such as summonses, complaints, motions, and subpoenas under the supervision of an attorney or a paralegal. They also review legal journals and help with legal research—for example, by verifying quotes and citations in legal briefs.

Medical secretaries transcribe dictation and prepare reports or articles for physicians or medical scientists. They also take simple medical histories of patients, arrange for patients to be hospitalized, or process insurance payments. Medical secretaries need to be familiar with medical terminology and codes, medical records, and hospital or laboratory procedures.

Secretaries and administrative assistants, except legal, medical, and executive is the largest subcategory of secretaries and administrative assistants. They handle an office’s administrative activities in almost every sector of the economy, including schools, government, and private corporations. For example, secretaries in schools are often responsible for handling most of the communications among parents, students, the community, teachers, and school administrators. They schedule appointments, receive visitors, and keep track of students’ records.

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How To Become A Referral Coordinator

High school graduates who have experience using computer software applications, such as word processing and spreadsheets, usually qualify for entry-level positions. Although most secretaries learn their job in several weeks, many legal and medical secretaries require additional training to learn industry-specific terminology. Executive secretaries usually need several years of related work experience.

Education

High school graduates can take courses in word processing and office procedures at technical schools or community colleges. Some temporary placement agencies also provide training in word processing, spreadsheet, and database software.

Some medical and legal secretaries learn industry-specific terminology and practices by attending courses offered at community colleges or technical schools. For executive secretary positions, employers increasingly prefer to hire those who have taken some college courses or have a bachelor’s degree.

Training

Secretaries and administrative assistants typically learn their skills through short-term on-the-job training, usually lasting a few weeks. During this time they learn about administrative procedures, including how to prepare documents. Medical and legal secretaries’ training may last several months as they learn industry-specific terminology and practices.

Work Experience in a Related Occupation

Executive secretaries can gain experience by working in administrative positions that have less challenging responsibilities. Many secretaries and administrative assistants advance to higher level administrative positions.

Licenses, Certifications, and Registrations

Although not required, certification can demonstrate competency to employers.

The International Association of Administrative Professionals offers the Certified Administrative Professional (CAP) certification. Candidates must have a minimum of 2 to 4 years of administrative work experience, depending on their level of education, and pass an examination.

Legal secretaries have several certification options. For example, those with 1 year of general office experience, or who have completed an approved training course, can acquire the Accredited Legal Professional (ALP) certification through a testing process administered by NALS (previously known as National Association of Legal Secretaries). NALS also offers the Professional Legal Secretary (PLS) certification, considered to be an advanced certification for legal support professionals.

The Certified Legal Secretary Specialist (CLSS) certification is conferred by Legal Secretaries International in areas such as intellectual property, criminal law, civil litigation, probate, and business law. Candidates typically need to have 5 years of legal experience and pass an examination to become certified.

Advancement

Secretaries and administrative assistants generally advance to other administrative positions with more responsibilities, such as office supervisor, office manager, or executive secretary.

With additional training, many legal secretaries become paralegals or legal assistants.

Important Qualities

Integrity. Many secretaries and administrative assistants are trusted to handle sensitive information. For example, medical secretaries collect patient data that is required, by law, to be kept confidential in order to protect patient privacy.

Interpersonal skills. Secretaries and administrative assistants interact with clients, customers, or staff. They should communicate effectively and be courteous when interacting with others to create a positive work environment and client experience.

Organizational skills. Secretaries and administrative assistants keep files, folders, and schedules in proper order so an office can run efficiently.

Writing skills. Secretaries and administrative assistants write memos and emails when communicating with managers, employees, and customers. Therefore, they must have good grammar, ensure accuracy, and maintain a professional tone.

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Referral Coordinator jobs

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Referral Coordinator Career Paths

Referral Coordinator
Billing Specialist Specialist
Account Manager
5 Yearsyrs
Referral Specialist Specialist Staff Accountant
Accounts Receivable Manager
6 Yearsyrs
Specialist Security Officer Night Auditor
Assistant General Manager
5 Yearsyrs
Office Administrator Accounts Payable Clerk Billing Specialist
Billing Manager
7 Yearsyrs
Scheduling Coordinator Billing Specialist Business Office Manager
Business Office Director
8 Yearsyrs
Referral Specialist Billing Specialist
Business Office Manager
8 Yearsyrs
Billing Specialist Home Health Aid Licensed Practical Nurse
Career Manager
6 Yearsyrs
Registered Nurse Case Manager Therapist
Clinical Director
9 Yearsyrs
Registered Nurse Staff Nurse
Clinical Manager
8 Yearsyrs
Licensed Practical Nurse Case Manager Assistant Director
Director Of Admissions
7 Yearsyrs
Insurance Specialist Practice Manager Administrative Manager
Executive Assistant/Office Manager
6 Yearsyrs
Scheduler Operations Manager Account Executive
Office Manager
5 Yearsyrs
Licensed Practical Nurse Staff Nurse
Patient Care Manager
9 Yearsyrs
Specialist Service Technician Service Supervisor
Patient Services Manager
8 Yearsyrs
Career Coordinator Therapist Clinical Manager
Practice Administrator
10 Yearsyrs
Scheduler Scheduling Coordinator Billing Specialist
Practice Manager
9 Yearsyrs
Insurance Specialist Scheduler Front Office Manager
Resident Manager
5 Yearsyrs
Scheduling Coordinator Front Desk Coordinator Front Office Manager
Revenue Manager
8 Yearsyrs
Career Coordinator Program Manager General Manager
Service Director
9 Yearsyrs
Office Administrator Project Coordinator Operations Manager
Site Manager
7 Yearsyrs
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Average Length of Employment
Unit Coordinator 3.4 years
Surgery Scheduler 3.3 years
Medical Assistant 2.9 years
Coordinator 2.6 years
Scheduler 2.4 years
Intake Coordinator 2.1 years
Medical Scheduler 2.0 years
Medical Internship 0.7 years
Top Employers Before
Cashier 3.9%
Internship 3.7%
Secretary 2.0%
Top Employers After

Referral Coordinator Demographics

Gender

Female

88.2%

Male

9.7%

Unknown

2.1%
Ethnicity

White

72.6%

Hispanic or Latino

19.4%

Asian

5.7%

Unknown

1.7%

Black or African American

0.6%
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Languages Spoken

Spanish

75.0%

Hindi

3.2%

Portuguese

3.2%

Arabic

2.7%

French

2.1%

Korean

1.6%

Carrier

1.6%

Cantonese

1.6%

Mandarin

1.1%

Bosnian

1.1%

Russian

1.1%

German

1.1%

Urdu

1.1%

Vietnamese

0.5%

Gujarati

0.5%

Ukrainian

0.5%

Croatian

0.5%

Filipino

0.5%

Tagalog

0.5%

Serbian

0.5%
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Referral Coordinator Education

Schools

University of Phoenix

19.3%

Grand Canyon University

7.1%

Liberty University

6.7%

Kaplan University

6.3%

Miami Dade College

5.2%

Walden University

5.2%

Capella University

5.2%

Ashford University

4.8%

Arizona State University

4.5%

Strayer University

3.7%

Florida Technical College

3.7%

Webster University

3.3%

University of Washington

3.3%

University of Central Florida

3.3%

Anne Arundel Community College

3.3%

Valencia College

3.0%

University of Maryland - University College

3.0%

Florida State College at Jacksonville

3.0%

San Antonio College

3.0%

Palm Beach State College

3.0%
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Majors

Business

18.6%

Medical Assisting Services

18.1%

Health Care Administration

15.8%

Nursing

10.1%

Psychology

6.1%

Social Work

3.3%

General Studies

2.9%

Communication

2.6%

Education

2.4%

Nursing Assistants

2.2%

Management

2.1%

Medical Technician

2.1%

Accounting

2.1%

Public Health

2.0%

Human Services

1.9%

Criminal Justice

1.7%

Human Resources Management

1.5%

Sociology

1.5%

Marketing

1.5%

Computer Information Systems

1.4%
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Degrees

Other

32.2%

Bachelors

24.4%

Associate

15.2%

Masters

12.1%

Certificate

9.3%

Diploma

4.6%

License

1.1%

Doctorate

1.0%
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Job type you want
Full Time
Part Time
Internship
Temporary

Top Skills for A Referral Coordinator

PatientReferralsInsuranceCompaniesProvidersElectronicMedicalRecordsCustomerServiceAppointmentSchedulingNewPatientDataEntryCPTInsuranceVerificationPhoneCallsInsuranceAuthorizationsPatientCareCurrentInsuranceInformationIntakePrimaryCarePhysiciansPatientInformationMedicalHistoryFrontDeskPatientDemographic

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Top Referral Coordinator Skills

  1. Patient Referrals
  2. Insurance Companies
  3. Providers
You can check out examples of real life uses of top skills on resumes here:
  • Coordinated patient referrals to specialist, consultations for inpatient care, and eHealth.
  • Process referrals for multiple medical insurance companies and assign Physician specialists and facility locations for patient appointments.
  • Establish and maintain relationships with identified service providers.
  • Gained proficiency in: Electronic Medical Records, PRISM scheduling software
  • Participate in the delivery of timely responses to customer service contact referrals and or inquiries in Accounts Management.

Top Referral Coordinator Employers