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Referral Coordinator

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- Schedule patient referrals to specialists, diagnostic facilities, and other healthcare providers, based on clinic protocols and patient needs.
- Verify patient insurance coverage and ensure that all necessary authorization and documentation are complete before scheduling referrals.
- Coordinate with external providers to confirm appointments, procedures, and any specific patient preparation requirements.
- Work closely with primary care providers and clinical teams to determine the most appropriate referral options for patients based on medical needs and clinic resources.
- Review patient records and consult with providers to gather all relevant information for each referral.
- Communicate directly with patients to explain the referral process, answer questions, and address any concerns about the referral.
- Assist patients with logistical aspects of their referrals, such as arranging transportation, understanding preparation instructions, and gathering any required documentation.
- Follow up with patients to ensure they have received appointment details and understand their next steps.
- Serve as a point of contact for patients throughout the referral process, providing ongoing support and guidance as needed.
- Document all referral activities, including appointment details, patient communications, and follow-up notes, accurately and promptly in the electronic health record.
- Track and document referral outcomes, ensuring that results and specialist reports are received and filed in the patient’s chart for provider review.
- Maintain a referral tracking system to monitor the status of all active referrals and follow up on any delayed or incomplete referrals to ensure timely care.
- Participate in quality improvement initiatives related to referral management and patient continuity of care.
- Suggest and implement process improvements to enhance efficiency and patient satisfaction within the referral process.
- Stay informed of any changes in referral processes, insurance requirements, or clinic policies, updating procedures accordingly.

The Referral Coordinator plays a key role in managing patient referrals to ensure continuity of care. This position involves coordinating and scheduling referrals to specialists and external facilities, collaborating with clinical teams to assess patient needs, facilitating activities for each referral, and documenting outcomes. The ideal candidate will have excellent organizational skills, a strong understanding of healthcare workflows, and a commitment to high-quality patient care.

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