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The Referral Coordinator is the primary coordinator of provider-initiated referrals to outside specialties services. The role is logistical and administrative, not clinical. This position must work autonomously and make decisions based on provider requests, and in compliance with CSU Health Network’s policies, HIPAA regulations and applicable laws.
Job Responsibility:
Supporting the patient in identifying community providers to support the continuation of their care
Facilitating records transfer
Contacting the patient with referral information and/or appointment information
Tracking communication attempts
Properly and accurately documenting referral outcomes as appropriate
Provides assistance with identifying community resources if care needed is outside of CSU Health Network care scope
Schedules, problem solves, communicates, and coordinates referral appointments with outside specialists
Receives and processes all referral requests from providers, verifying necessary documentation, insurance info, and patient consent
Ensures that the records are sent to the correct address and maintains a log of transactions for releases
refers students to medical records as needed
Ensures that all referral forms are sent to health records in a timely manner, after assigned actions are completed
Responds to in-house provider questions, requests and concerns regarding the status of patient referrals, care coordination or follow-up status
Provides transportation consultation, coordination and support to clinic patients referred to specified health care facilities
Assists patients in calling their insurance to get a very clear an idea of what their patient responsibility will be for codes provided by medical providers
utilizes the Cost Estimate Form to document quotes given
Provides an up-to-date list of providers in the community that are currently accepting new patients
Completes Prior Authorizations in a timely manner for procedures, medications and behavioral health
Assists in transitioning graduating students to the community
Helps patients understand general insurance concepts
Possesses thorough understanding of Kaiser and Tricare for referrals and cost estimates
Reviews EOBs and answer billing and bursar questions
Answers, responds and documents phone calls, requests and questions from patients in a timely manner
calls must be accurately managed or redirected as appropriate
Verifies insurance information for referral purposes and processes insurance information for referral patients
Monitors referral timelines to ensure students are seen according to their health concerns and receives appropriate care, escalating any delays as needed
Tracks and reports on referral trends (e.g., common types of referrals, wait times, etc.) to provide feedback for process improvements or to inform decision-making
Logs and tracks all referrals using internal tracking tools or EHR systems to monitor progress, status, and follow-up outcomes if needed
Ensures all required referral documentation is complete, accurate, and sent to the correct specialist or facility
May help in CSU Health Network outreach efforts by gathering feedback on referral experiences, helping to build relationships with outside specialists, and identifying potential areas for improvement
Assists in patient education by providing informational resources about referral processes, specialty care options, or insurance-related questions to help them make informed decisions
Maintains confidentiality and professionalism in all patient communications related to referrals and record handling
Prepares reports or summaries related to referral activity, patient outcomes, or service utilization, as needed for institutional review or reporting
Audits and ensures accuracy of referrals
Provide training for staff on referral functions and processes
Helps with onboarding and training new staff on referrals
Processes and fulfills records requests in compliance with HIPAA and organizational policies, including requests from patients, external providers, insurance companies, and legal entities
Maintains proper documentation of all referrals sent, records requests and releases in accordance with institutional policies and retention requirements
Determines the appropriate procedure for release of records over the by phone, email, fax or in person upon request by students
Provide assistance and guidance for staff and providers regarding medical records and patient follow-up
Ensure the providers have all necessary information for continuity of care
Inform staff what information may be released to protect PHI and support continuity of care
Collect encounters, answer check out related questions, review requests for parking citation removal, cash/posting duties, backup for scanning or front desk staff
Compile monthly reports
Assists in onboarding or training staff on how to request records properly and how to protect PHI during communication.
Requirements:
High School Diploma or GED
Two years of specialized medical referrals experience
Three years of experience working in a medical office, including any combination of medical records, medical reception, and/or care coordination experience.
Nice to have:
Experience processing mental and medical health referrals in a multidisciplinary high-volume practice
Experience with medical records release procedures
Experience performing duties of scheduling, insurance input, and answering healthcare and billing questions
Experience with verifying insurance for explanation of benefits and getting authorizations/pre-authorizations
Experience working in PyraMED, CSU Health Network’s Electronic Health Record System, or other EHR
Experience as a Medical Assistant, Licensed Practical Nurse, Registered Nurse, or other relevant medical experience
Ability to communicate coverage, benefits and answer questions about different insurance carriers specifically the CSU Student Health Insurance Plan.
What we offer:
Paid time off at 24 vacation days, annual leave (accrued at 16 hours per month), 120 hours sick leave/year, and 11 paid holidays annually pro-rated by full-time equivalent (FTE)
Comprehensive benefits programs and services including Medical, Dental, Vision, Life, Disability, Parental Leave, work/life resources, and more
Robust Employee Assistance Program (EAP) and Well-Being Hub for your overall well-being
Discounted staff memberships in campus recreation center
FREE college credit courses (up to 9-semester credits per year) through the Employee Study Privilege program
Tuition Scholarships up to 50% off resident, regular on-campus tuition for eligible family members
FREE employee growth opportunity through CSU training and development opportunities
After-school programs and summer camps for kids
Community Discounts
FREE MAX transit use with CSU identification
Competitive retirement plans with generous employer match.
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