[Hiring] Referral Coordinator @Trusted Results Therapy Group

Role Description

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

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

Requirements

• Experience as a Behavioral Health Technician (BHT) or medical scheduler
• Familiarity with insurance platforms, Dialpad
• Experience in a multi-department or multi-location practice
• Bilingual — a plus

Company Description