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The position manages complete, accurate referrals from initial contact through insurance intake, authorization follow-up, clinician assignment, and caseload monitoring. It includes cross-training support for outpatient referral coverage, client appointment follow-through, record requests, statistics and database maintenance, community networking, and proficiency in Procentive and the Medicaid portal.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/in-home-referral-coordinator-job-description/260845/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/in-home-referral-coordinator-job-description/260845.png","ImageObject",442,249,{"name":88,"@type":89},"Gloria","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-30","2026-09-14",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",13,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What is the primary purpose of the In-Home Referral Coordinator position?","Question",{"text":109,"@type":110},"To facilitate growth and effectiveness of the In-Home Department by developing and maintaining referral-handling processes and providing the highest standard of customer service.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"What major referral-management tasks are included in the role?",{"text":114,"@type":110},"Receiving referrals via phone/fax/email, serving as a liaison between referral sources and clinical staff, conducting basic triage (emergent/urgent/routine), recording referral details, sending information packets and surveys, and requesting medical records when needed.",{"name":116,"@type":107,"acceptedAnswer":117},"What skills and qualifications are required for this position?",{"text":118,"@type":110},"A bachelor’s degree or significant mental-health work experience, initiative and strong work ethic, excellent communication with empathy, strong follow-through and organization, Microsoft Office/Excel skills, and flexibility to attend marketing events. Experience with culturally diverse populations is a plus.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},260845,1789346612,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":126,"read_time":9},2336474459895,"https://ap-avatar.wpscdn.com/avatar/22000baeef7a5ed0655?x-image-process=image/resize,m_fixed,w_180,h_180&k=1786071322749376916","JOB DESCRIPTION: In-Home Referral Coordinator  \n1. Title of Position and Supervisor  \nTitle: In-Home Referral Coordinator  \nDepartment Supervisor: Carol Trout-Director of In-Home Services  \nReport directly to: Wendy Diehls, LCSW – Manager of In-Home Services  \n2. Assigned organizational unit: Business Operations Team, In Home Department Specified Role: Intake Team  \n3. Job Summary or overview, including job classification  \nThe In-Home Referral Coordinator will facilitate the growth and effectiveness of the In-Home Department at Shorehaven. This will be achieved by developing and maintaining a process for the handling of in home referrals and providing the highest standard of customer service. This position also requires cross training and the ability to help provide coverage for outpatient referral department. Your optimal responsibility is to set up complete and accurate referrals from initial call by the referral source or client , collecting insurance information, eliciting prior authorizations to securing appropriate clinicians for case assignments and monitoring caseloads.  \n4. Position qualifications  \nThe Referral Coordinator has a Bachelor’s degree or significant work experience in the mental health field. The referral coordinator must have initiative, strong work ethic, good communication skills for screening and setting up of referrals, including empathy, writing skills, exceptional follow through, organization, equanimity and the creativity to see new ways to improve the new client process. The Referral Coordinator must have skills in Microsoft Office as well as creating basic Excel spreadsheets or the ability to learn computer software quickly. Experience working with a culturally diverse population is a plus. The position requires flexibility in terms of working hours for attending marketing events several times per year. The referral coordinator needs the ability, professional demeanor and positive attitude to represent Shorehaven Behavioral Health in the community as well as in the office.  \n5. Major duties and responsibilities  \nSupport the goals and requests of the Department Director.  \nFollow up on directives and requests of the Department Manger quickly and professionally.  \nWork effectively and collegially with the In-Home and Outpatient, CSS, Billing and Credentialing staff.  \nMaintain In-Home Staff Availability  \nFacilitate high level of client completion of initial appointments  \nTrack start up time on new cases and transitioned cases.  \nIn-Home Referral Management:  \nReceive referral information via phone, fax, and/or email.  \nLiaison between referral resources and clinical staff  \nBasic triage of callers for Emergent, Urgent, and Routine appointment needs  \nRecord referral information accurately and completely  \nSend new client information packets and client surveys  \nRequest medical records when needed for referral process.  \nRefer persons who cannot be served by Shorehaven to alternative sources  \nCollaborate well with Outpatient referral staff for optimal flow from In Home to Outpatient  \nCollaborate with credentialing staff  \nMaintain statistics on clinician productivity  \nMaintain database of the disposition of new referrals  \nAssist with Referral Development  \nHelp develop new client materials with direction of manager and/or director.  \nAttend networking/marketing events  \nStay current with community resources and services  \nAssist in other administrative tasks as needed  \nAttend appropriate meetings as requested  \nAnticipate and report possible areas of concern regarding referrals, staff, or systems to In Home Director  \nBecome proficient in Procentive, our web based management and tracking program  \nBecome a resource to therapists on Procentive and the Medicaid Portal  \nAssist manager and/or Director with training materials and set up of training meetings when needed. Set up meetings for Director and/or Manager when needed.  \nAssist with other tasks needed for department projects, audits etc","cbCaitfIh7PByYFm","https://ap.wps.com/l/cbCaitfIh7PByYFm","pdf",181561,"English","# Job Description\n## Title and Reporting Lines\n## Assigned Organizational Unit\n## Job Summary and Key Responsibilities\n## Position Qualifications\n## Major Duties and Responsibilities\n## Accountability and Benchmarks\n## Customer Outcomes","[{\"question\":\"What is the primary purpose of the In-Home Referral Coordinator position?\",\"answer\":\"To facilitate growth and effectiveness of the In-Home Department by developing and maintaining referral-handling processes and providing the highest standard of customer service.\"},{\"question\":\"What major referral-management tasks are included in the role?\",\"answer\":\"Receiving referrals via phone/fax/email, serving as a liaison between referral sources and clinical staff, conducting basic triage (emergent/urgent/routine), recording referral details, sending information packets and surveys, and requesting medical records when needed.\"},{\"question\":\"What skills and qualifications are required for this position?\",\"answer\":\"A bachelor’s degree or significant mental-health work experience, initiative and strong work ethic, excellent communication with empathy, strong follow-through and organization, Microsoft Office/Excel skills, and flexibility to attend marketing events. Experience with culturally diverse populations is a plus.\"}]","In-Home Referral Coordinator - Job Description | PDF"]