Referral Coordinator (Remote)

Job Title: Referral Coordinator (Remote)

About the Role: We are seeking a highly motivated, detail-oriented, and tech-savvy Referral Coordinator to join our team. In this position, you will serve as the crucial first point of contact for patients referred to us by their primary care providers. Your ultimate goal is to provide a seamless, compassionate onboarding experience and convert these referrals into scheduled visits with our therapists.

This role is a 13 week contract position

Key Responsibilities:

• Referral Management: Build complete patient accounts and process incoming medical referrals efficiently using Salesforce.
• High-Volume Phone Support: Confidently manage both inbound and outbound calls (averaging 60-70 calls per day).
• Outbound: Conduct targeted follow-up calls (e.g., Day 3 calls) for patients who have not yet scheduled.
• Inbound: Field 30 to 60 inbound calls daily (heaviest on Mondays), answering general questions and assisting with scheduling.
• Workflow Navigation: Accurately process and verify sensitive patient insurance information.
• Cross-Functional Support: Act as a dynamic team player, flexibly transitioning between the three primary roles on our team to cover gaps and manage day-to-day volume changes.

What You Bring (Required Skills & Attributes):

• Phone Enthusiasm: You genuinely enjoy talking to people! You are comfortable, positive, and resilient when handling high daily call volumes.
• Quality-Driven Empathy: You prioritize the patient experience. You are patient, composed, and refuse to sacrifice quality of care for the sake of speed.
• Tech-Savvy & Independent Learner: You possess the strong technical aptitude necessary to independently navigate multiple systems and complex workflows.
• Highly Responsive Communicator: You proactively monitor and engage with remote team communication tools (like Slack) in real-time to ask questions, assist teammates, and receive guidance.
• Extreme Reliability: You possess strong schedule adherence, precise timekeeping habits, and a highly stable, high-speed internet connection free from outages.
• Coachable & Resilient: You have a growth mindset. You are highly receptive to feedback, welcome additional training/shadowing, and maintain a positive attitude during the initial learning curve.
• Detail-Oriented: You have a critical eye for accurate data entry and problem-solving, ensuring nothing slips through the cracks.
• Flexible Availability: You have a flexible approach to your workday and are open to picking up overtime if business needs occur.

Preferred Qualifications:

• Previous experience in a fully remote environment.
• Hands-on experience with Salesforce.
• Background in Behavioral Health or working with EMR/EHR software.
• Familiarity with VA software (HSRM).
• Experience confidently handling and protecting sensitive PHI.

Schedule / Shift:

• Hours: 9:30 AM – 6:00 PM MST
• Lunch: 30-minute or 1-hour lunch break (Standard 8-hour workday)

*We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state, and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance (FCIHO), Los Angeles Fair Chance Ordinance for Employers (ULAC), The San Francisco Fair Chance Ordinance (FCO), and the California Fair Chance Act (CFCA).

*As a job position within our Revenue Cycle division, a successful completion of a background check may be required as a condition of employment. This requirement is directly related to essential job functions including but not limited to: accessing financial and confidential information, handling financial and other payment data, and working within departments that care for vulnerable populations, such as, minors, elderly and those with physical or mental disabilities. Due to these job duties, this position has a significant impact on the business operations and reputation, as well as the safety and well-being of individuals who may be cared for as part of the job position or who may interact with staff or clients.