Referral Coordinator

• Position Summary:
• The Referral Coordinator manages the referral intake process from receipt through scheduling, ensuring patients are triaged, matched with the appropriate provider, and scheduled promptly. This role serves as a key point of contact for incoming referrals and patient outreach, working closely with the intake team to deliver a smooth experience from first contact through appointment scheduling.
• Referral Intake & Triage
• •Receive and enter referrals from MedSender into Atlas
• •Upload referral and insurance eligibility verification into Atlas
• •Triage and tag service type — therapy, medication management, psychological testing, or a combination
• •Manage specialty payer / contracts
• Patient Outreach & Scheduling
• •Contact patients same-day to confirm service interest and verify insurance
• •Match patients to the appropriate provider based on insurance, location, and availability
• •Schedule appointments for mental health therapy and medication management services
• •Send intake forms the same day an appointment is scheduled
• Follow-Up & Discharge
• •Notify referring provider upon receipt of referral
• •Manage a 3-attempt follow-up queue over 8 days for patients who have not been reached
• •Discharge patients after 3 failed contact attempts and notify the referring practitioner
• •All other duties as assigned
• Required Qualifications
• •Associate's or bachelor's degree in health sciences, psychology, or a related field
• •1+ year of experience in a medical or behavioral health administrative role
• •Clinical literacy — familiarity with mental health service types and terminology
• •Strong phone communication and patient-facing skills
• •HIPAA knowledge and compliance awareness
• •Experience with EHR Preferred Qualifications
• •Experience as a Behavioral Health Technician (BHT) or medical scheduler
• •Familiarity insurance platforms, Dialpad
• •Experience in a multi-department or multi-location practice
• •Bilingual — a plus

This is a remote role, you must be a SC, TX, IL, or CO state resident to apply.