Role Description
The Electronic Referral Specialist is responsible for monitoring, retrieving, and managing patient referrals from a variety of electronic referral platforms, including but not limited to CarePort, EPIC, MoreCare, Ensocare, AIDIN, and AIDA. This role plays a vital part in supporting the admissions workflow by ensuring timely follow-up, accurate documentation, and effective communication with both internal teams and external partners. Working independently, the specialist must be highly organized, detail-oriented, and responsive in order to prioritize incoming referrals and ensure that no opportunities for care are delayed or missed.
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Monitor multiple electronic referral platforms throughout the day for new patient referrals.
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Retrieve, review, and process incoming electronic referrals promptly and accurately.
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Maintain comprehensive documentation of all referral-related activities in internal systems.
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Communicate professionally and effectively with referral sources, internal departments, and external stakeholders to clarify details and coordinate next steps.
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Prioritize and manage multiple referrals simultaneously while ensuring timely follow-up.
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Escalate urgent, complex, or unclear cases to the Admissions Supervisor as needed.
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Maintain up-to-date knowledge of all relevant electronic referral systems and company protocols.
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Participate in team meetings, training sessions, and performance evaluations.
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Comply with HIPAA regulations and maintain the confidentiality of patient information.
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Perform other related duties as assigned.
Qualifications
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High school diploma or equivalent required.
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Minimum of 1 year of customer service or healthcare-related experience required; experience in home health strongly preferred.
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Knowledge of home health service delivery issues is preferred.
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Familiarity with Medicare enrollment and home health agency guidelines is a plus.
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Ability to type at least 30 words per minute.
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Strong analytical thinking and decision-making skills.
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Ability to work well under pressure and meet strict deadlines.
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Excellent customer service and professional communication skills (written and verbal).
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Strong attention to detail with the ability to multitask and manage multiple screens/systems.
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Effective time management skills and ability to perform in a fast-paced environment.
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High adaptability to change and process updates.
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Must be fluent in reading, writing, and speaking English.
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Reliable attendance and punctuality are required.
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Willingness to work weekends and holidays as needed.
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Prior experience in healthcare intake, admissions, or referral coordination is preferred.
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Familiarity with platforms such as CarePort, EPIC, MoreCare, Ensocare, AIDIN, or AIDA is highly desirable.
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Proficiency in Microsoft Office applications (Outlook, Excel, Word) and adaptability to new software.
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Ability to work independently with minimal supervision.
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Must have access to reliable high-speed internet and a quiet, dedicated workspace.