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Referral coordinator skills for your resume and career

Updated January 8, 2025
5 min read
Quoted expert
Stuart Greenfield Ph.D.
Referral coordinator example skills
Below we've compiled a list of the most critical referral coordinator skills. We ranked the top skills for referral coordinators based on the percentage of resumes they appeared on. For example, 29.6% of referral coordinator resumes contained patients as a skill. Continue reading to find out what skills a referral coordinator needs to be successful in the workplace.

15 referral coordinator skills for your resume and career

1. Patients

Here's how referral coordinators use patients:
  • Verify patient eligibility information with insurance coverage, and assign patients to providers in the relevant system.
  • Assist with obtaining authorizations, scheduling patients for outpatient testing, admission to hospitals Epilepsy Monitoring Unit.

2. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how referral coordinators use customer service:
  • Provide exceptional customer service by communicating positively with patients who call and making every effort to meet their needs and expectations.
  • Praised by management for the quality and timeliness of scheduling production, attention to detail and exemplary customer service delivery.

3. Medical Terminology

Here's how referral coordinators use medical terminology:
  • Maintain generic knowledge of medical terminology in order to facilitate referrals properly and expeditiously.
  • Displayed a thorough knowledge of medical terminology and communicated effectively.

4. Patient Care

Patient care entails the diagnosis, recovery, and control of sickness as well as the maintenance of physical and emotional well-being through the use of healthcare providers' services. Patient care is described as services provided to patients by health practitioners or non-professionals under guidance.

Here's how referral coordinators use patient care:
  • Coordinated patient care.- Scheduled follow up appointments and testing.- Obtained authorization from insurance companies for procedures and physicians.
  • Review and maintain patient medical records and document all patient care services appropriately and accurately.

5. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how referral coordinators use data entry:
  • Identify appropriate referral resource for service based on patient insurance/ program status and data entry.
  • Prepared new patient charts, verified insurance coverage, obtained authorizations, data entry

6. EMR

Here's how referral coordinators use emr:
  • Monitor EMR systems to assure no breach of patient privacy according to the patient privacy act (HIPPA).
  • Instruct and assist with training for EMR usage, assist with web training via Go to Meeting online services.

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7. CPT

CPT is a medical term that stands for Current Procedural Terminology. Whenever a procedure like surgery or diagnosis occurs or some other medical service is rendered to a patient, it is reported to the concerned physician, insurance company, or organization. The aforementioned practice is widely referred to as CPT.

Here's how referral coordinators use cpt:
  • Contacted medical insurance companies and provided ICD-9 diagnosis and CPT procedure codes for patient's illness, condition or injury.
  • Ensured CPT and ICD-9 coding was accurate and complete according to AMA's guidelines and for third party intermediaries.

8. Insurance Verification

Here's how referral coordinators use insurance verification:
  • Coordinated referrals, appointments and insurance verification for patients in a hospital setting.
  • Obtain health insurance verification and authorization for a twelve physician pulmonary practice.

9. Patient Referrals

A referral patient is a written instruction from a primary care doctor to see a specialist for a specific medical service. In this case, a health worker at a level of the health system with insufficient resources - medicines, equipment, skills to cope with a clinical condition seeks help from a facility that is better equipped or has other resources to assist or take over the management of patient's case.

Here's how referral coordinators use patient referrals:
  • Obtain prior authorization with patient insurance companies and process patient referrals for diagnostic testing, physical therapy and/or other related procedures.
  • Receive and process patient referrals by completing patient accounts and organizing medical records into electronic health records.

10. Patient Demographics

Patient demographics carry basic information about a patient admitted to a healthcare facility. These demographics help in patient identification and allow the hospital management to categorize the information. This characterization helps in making the process of statistical analysis easy. Patient demographics normally include; date of birth, gender, ethnicity, sex, address, contact information, and medical history.

Here's how referral coordinators use patient demographics:
  • Assist Nurses/ Liaisons with referral process, ensure complete and accurate registration including patient demographics and insurance information.
  • Create Medical record numbers by inputting new patient demographic and insurance information into Global Patient Registration.

11. Phone Calls

Phone calls are a wireless or wired connection made over a telephone or a mobile phone between two people. Two parties are involved in a phone call, the caller and the receiver. A caller dials the number of the one he wants to call, and the recipient hears a bell or a tune to which he picks up the call. The call establishes a connection between them through which they can communicate. The voice is converted into signals and is transmitted through wired or wireless technology.

Here's how referral coordinators use phone calls:
  • Answered phone calls, scheduled patient for appointments and verified insurance eligibility.
  • Handle high volume telephone calls verifying eligibility and benefits.

12. Appointment Scheduling

Here's how referral coordinators use appointment scheduling:
  • Coordinated appointment scheduling for 8 providers and two separate clinics while addressing financial and insurance requirements.
  • Coordinate referral authorizations, and appointment scheduling directly with insurance companies and other physicians practices.

13. Home Health

Here's how referral coordinators use home health:
  • Document relevant Home Health durable medical equipment information in the medical record according to Department standards.
  • Participated in start-up implementation of home health service management organization.

14. HIPAA

Here's how referral coordinators use hipaa:
  • Administered Medication for pediatrics HIPAA confidentiality OSHA compliant.
  • Followed HIPAA Guidelines and maintained patient privacy

15. Front Desk

Here's how referral coordinators use front desk:
  • Front desk receptionist and medical records
  • Front desk check in, Run visa machine, Collect co pays, schedule and reschedule appointments and diagnostic appointments.
top-skills

What skills help Referral Coordinators find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What soft skills should all referral coordinators possess?

Stuart Greenfield Ph.D.Stuart Greenfield Ph.D. LinkedIn profile

Professor, Austin Community College

Given the changing demographics that the country has experienced, the entire education continuum must change. According to the Brookings Institution, Brookings, the non-Hispanic White population in the under 18 cohort since 2000 has declined.

As you'll note from the occupations that are projected to increase the greatest, most require face-to-face contact, so that soft-skills will be necessary. I would also expect that critical thinking skills will be needed as more responsibility will be required of front-line workers.
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Read more about what experts have to say about referral coordinator

List of referral coordinator skills to add to your resume

Referral coordinator skills

The most important skills for a referral coordinator resume and required skills for a referral coordinator to have include:

  • Patients
  • Customer Service
  • Medical Terminology
  • Patient Care
  • Data Entry
  • EMR
  • CPT
  • Insurance Verification
  • Patient Referrals
  • Patient Demographics
  • Phone Calls
  • Appointment Scheduling
  • Home Health
  • HIPAA
  • Front Desk
  • Insurance Coverage
  • ICD-9
  • EHR
  • Medicaid
  • Patient Insurance
  • Insurance Eligibility
  • Referral Process
  • Computer System
  • Insurance Benefits
  • Insurance Carriers
  • HMO
  • Medical Procedures
  • Physical Therapy
  • Community Resources
  • Insurance Authorizations
  • Patient Charts
  • Referral Appointments
  • Hippa
  • Health Care System
  • Telephone Calls
  • MRI
  • Financial Services
  • Durable Medical Equipment
  • Insurance Referrals
  • Patient Appointments
  • Surgical Procedures
  • Tricare
  • Vital Signs
  • Medical Referrals
  • IDX
  • EKG
  • Patient Safety
  • Outpatient Procedures

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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