Referral Coordinator

Springfield, MA


Duties required of Referral Coordinator  set appointments and process transfers to ensure timely transmission and start of services. Primarily connected with the healthcare industry, referral coordinators serve as a liaison for patient resources. This position must be executed in compliance with insurance requirements, and the coordinator will often work closely with insurance companies.

REPORTS TO:            Referral Supervisor

SUPERVISES:             N/A

SALARY/STATUS:       Non-Exempt


  • Graduated from accredited school, and High School diploma/G.E.D.
  • Ability to establish and maintain effective working relationships with other employees, patients, representatives of outside agencies and the general public.
  • Professional mannerisms and appearance
  • Ensure that clinical services are available to all clients
  • Demonstrate proficiency in assessment and delivery of all services to a diverse population
  • Adult, Infant and Child C.P.R. certification



  • Schedule outside referral appointment, as directed by PCP.
  • Keep accurate log of all appointments made. 
  • Document in log book: location of appointment, name and specialty of doctor seeing patient, date of appointment.
  • Document referral appointments in medical record.
  • Send all appropriate paperwork and records to specialist.
  • Check referral voicemail regularly; address referral requests appropriately.
  • Perform general office duties that require proficiency in communication and organizational skills.

       Medical Referrals:

  • Review referral and verify patient insurance information
  • Consult with patient regarding scheduling appointment times as needed
  • Verify patient address and phone number
  • Complete medical referral, inform patient of appointment information via mail/phone
  • Fax all pertinent referral information i.e., history and physical, labs last office visit and referral
  • Obtain correct insurance authorization as required per insurer
  • Record referral information in patients chart and referral log

      Other Duties:

  • This position also requires the ability to work at a computer workstation, and some knowledge of a key board. From time to time, it also requires the ability to work long and arduous hours.

I have read this position description thoroughly, and have had an opportunity to ask any questions I have with regard to it.

JOB CODE: 1000034