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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 At Randstad

* Is responsible for performing various administrative and clerical duties required to support these functions and, on an as-needed basis, may be required to perform other tasks.
* Responsible for documenting and tracking the number of referrals that are generated and obtained
* Responsible for verifying and updating patient registration information, including insurance, demographic and patient data in order to perform referral management function.
* Interfacing with patients will be necessary when information required to obtain an insurance referral is not complete.
* This includes, calling patient to obtain current PCP, insurance, visit information
* Working hours: Hours M
* Fri 8:30

What Does A Referral Coordinator Do At Fresenius Medical Care North America

* Obtain accurate demographic and insurance information
* Obtaining referrals, and authorizations
* Utilizes insurance websites, and phone calls daily
* Verify demographic and insurance information and update accordingly
* Generates billing software reports daily
* Reviews and updates patient’s files
* Work directly with the Lead Census Coordinator regarding patient’s information and status
* Other duties as assigned.
* Additional responsibilities may include focus on one or more departments or locations.
* See applicable addendum for department or location specific functions

What Does A Referral Coordinator Do At University of Rochester

* In processing referrals for receiving providers as well as prescribing providers, prioritizes referrals by following and applying standard policies, procedures and practices.
* Employs multiple tracking mechanisms to ensure that referral approvals and appointments are obtained in a timely way so that patients are always cleared for their appointment prior to their arrival.
* Enters progress notes and other pertinent information into the electronic medical record based on application of practices and procedures.
* Specific blend of referral duties may vary and are related to the department structure and business needs:
* Receiving Provider
* Reviews referrals to determine if insurance authorization has been obtained
* If no authorization, returns referral to referring provider’s office via electronic medical record system.
* Identifies, by applying knowledge of provider sub-specialties, the appropriate provider with whom to make an appointment.
* Schedules required ancillary services needed to prepare for appointment.
* Follow up with patient to ensurecompleteness.
* Explains whether provider participates in patient’s insurance and if not, describes options for payment.
* Conveys instructions to patients for appointment by applying the appropriate protocol.
* Enters scheduled appointment information into electronic medical record for referring provider office to view.
* Referring/Prescribing Provider
* Assembles, from multiple tabs within the electronic medical record, the necessary details to identify what referral is needed.
* Determines if preliminary testing (i.e. Imaging) is needed based on office practices and procedures and is responsible for explaining to patient, assisting with scheduling and for completeness prior to office visit.
* Anticipates, gathers and sends information to insurance carrier and/or provider needed for obtaining referral or prior authorization for required preliminary testing.
* Completes the referral request in the electronic medical record system once the patient has been seen by entering a new status as closed

What Does A Referral Coordinator Do At Epic Health Services

* Tracking and submitting of Evaluation and Treatment orders to the respective referrals physician.
* Tracking and submitting of TP
* and Plan of care to the respective patient’s physician.
* Tracking and submitting of TP
* to the respective patient’s physician.
* Tracking and submitting discharge order.
* Tracking and submitting all necessary information to the referrals respective insurance company.
* Communicating to all internal office staff when orders/authorizations received.
* Adhering to the Phase I, II, III tracking system for orders and authorizations.
* Conducting initial insurance verification to ensure referral has the appropriate funding source.
* Communicating all therapy referrals to Therapy CSC after conducting initial insurance verification.
* Notifying appropriate supervisor when therapy orders are outside of acceptable collection time.
* Documenting within Epic based software the status of Evaluation and Treatment orders, TP
* TP-2, Plan of Care, and Authorizations.
* Communicating/coordinating with Client Relations Directors, Client Relations Associates, and Executive Director when necessary paperwork is needed from respective physician’s offices.
* In the absence of the Therapy Client Service Coordinator, Referral Coordinator will handle necessary metrics information and waiting list.
* Business Sector

What Does A Referral Coordinator Do At VCA Antech, Inc.

* Visiting referring veterinarians and updating them on our services and specialists
* Creating marketing material
* Act as a liaison between the referral community and our hospitals
* Planning continuing education seminars and events
* Entering and analyzing referral data
* Photographing hospital staff and equipment
* Updating and maintaining our website
* Managing social media and developing strong marketing techniques around social media

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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.


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.


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.


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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Referral Coordinator Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Hindi

  • Portuguese

  • Arabic

  • French

  • Korean

  • Carrier

  • Cantonese

  • Mandarin

  • Bosnian

  • Russian

  • German

  • Urdu

  • Vietnamese

  • Gujarati

  • Ukrainian

  • Croatian

  • Filipino

  • Tagalog

  • Serbian

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Referral Coordinator

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Referral Coordinator Education

Referral Coordinator

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Top Skills for A Referral Coordinator


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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