[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-260846-105":53,"doc-detail-260846-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","records-and-referral-specialist-job-description-referral-coordinator","Records and Referral Specialist - Job Description - Referral Coordinator","","Records and Referral Specialist role focused on tracking referrals to outside providers, coordinating scheduling, and obtaining service authorizations. Manages the referral workflow end to end: verifies referral orders in EMR, confirms patient preferences and demographics, contacts specialists, and sends chart documentation via fax or electronically. Executes preauthorization, handles approvals and denials, monitors insurance status for pending referrals, updates stakeholders, and supports patient follow-up for no-shows. Also performs HIM-aligned records duties to ensure confidential, timely processing of ROI and documentation requests, including scanning and subpoena support, while participating in quality improvement cycles.",{"@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":16,"@type":70,"position":76},"https://docshare.wps.com/template/resumes/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/records-and-referral-specialist-job-description-referral-coordinator/260846/",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/records-and-referral-specialist-job-description-referral-coordinator/260846.png","ImageObject",442,249,{"name":88,"@type":89},"Mia  ","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-27","2026-09-14",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",7,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What are the main responsibilities for coordinating referrals?","Question",{"text":109,"@type":110},"The role tracks referrals to outside providers, schedules appointments, confirms patient preferences and demographic/insurance information, and sends required chart information to specialists via fax or electronically.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"How does the preauthorization process work in this position?",{"text":114,"@type":110},"The specialist determines whether preauthorization is required, completes the request with required additional information, explains expected notification timing to patients, and manages approvals or denials by notifying providers and patients and supplying supporting documentation when needed.",{"name":116,"@type":107,"acceptedAnswer":117},"What records and privacy tasks does the role handle?",{"text":118,"@type":110},"The position assists with patient files and records according to PHC standards and federal/state laws, ensures confidentiality and security, processes inbound/outbound documentation requests, retrieves electronic documentation from the electronic health record, and records/scans documents into the EHR.","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},260846,1790344201,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":15,"category_name":16,"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":79,"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":140,"read_time":73},687207024478,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","| Job Description – Referral Coordinator |  |\n| --- | --- |\n| Salary Level |  |\n| Job Title | Records and Referral Specialist |\n| Supervisor/Manager | HIM Supervisor |\n| FLSA | Non-exempt |\n| Hours | 40 |\n| Department | Administration/Compliance |\n| Purpose | This position is responsible for tracking and executing referrals to outside providers and obtaining authorizations for services provided. This position also works with the clinical teams and is responsible for compiling, processing, and managing the information generated in the facilities. |\n| Essential Duties and Responsibilities | Referral related Responsibilities\u003Cbr>• Schedules appointments and communicates information to the patient\u003Cbr>a. Checks Electronic Medical records (EMR) for referral order\u003Cbr>b. Determines where to refer the patient if the Provider has not indicated a specific Provider\u003Cbr>c. Confirms with the patient their preference for time, date, and location\u003Cbr>d. Checks NextGen and confirms patient’s demographic information and insurance\u003Cbr>e. Contacts Specialist and makes the appointment\u003Cbr>f. Communicates information including directions to the site, and any information required for appointment to patient\u003Cbr>g. Faxes or electronically sends all pertinent chart information to the Specialist\u003Cbr>h. Researches for Specialist information as needed\u003Cbr>• Follows preauthorization process\u003Cbr>a. Determines if pre-authorization is required.\u003Cbr>b. Completes appropriate request information providing any additional information required\u003Cbr>c. Provides an explanation of the process and expected notification time to the patient\u003Cbr>• Approved authorization\u003Cbr>a. Notifies patient of appointment time, date, and additional information by phone and mail\u003Cbr>b. Contacts the specialist to schedule an appointment after obtaining preauthorization\u003Cbr>c. Faxes or electronically sends all chart information required to the Specialist as appropriate\u003Cbr>• Denied pre-authorizations\u003Cbr>a. Notifies the Provider\u003Cbr>b. Reviews the denial and provides any supporting documentation that maybe required for approval |\n\n\n|  | c. Notifies the patient and refers them back to their Provider for further instruction\u003Cbr>• Checks insurance status on all pending referrals monthly for the following month using appropriate websites\u003Cbr>a. Notifies patient if insurance status has changed\u003Cbr>b. Contacts Specialist to determine what is required of the patient for payment at the visit and advises patient\u003Cbr>c. Refers patient to enrollment staff as appropriate\u003Cbr>d. Notifies Provider if the appointment is canceled or patient did not show up for the appointment\u003Cbr>• Completes the Referral Process\u003Cbr>a. Contacts the Specialist if appointment chart notes and documentation isnot received\u003Cbr>b. Forwards the referral information to HIM for scanning to patient chart and completes referral in EMR\u003Cbr>c. Follows up with patients who do not keep specialty and imaging appointments\u003Cbr>• Communicates quality of care issues to Supervisor and participates in the\u003Cbr>• Plan-Do-Study-Act cycles to improve performance on targeted metrics\u003Cbr>• Performs clerical duties\u003Cbr>a. Prints and distributes incoming faxes\u003Cbr>b. May be asked to collect and distribute the mail\u003Cbr>c. Answers and directs incoming calls to the care team\u003Cbr>d. Checks voice mail frequently\u003Cbr>• Ensures attendance and hours worked are accurately recorded\u003Cbr>• Properly manages earned time off per policy\u003Cbr>• Responsible for regular and punctual attendance\u003Cbr>• Assists the care team with patient No Show management\u003Cbr>• Other duties as assigned.\u003Cbr>Records related Responsibilities:\u003Cbr>• Perform specific functions in areas such as release of Protected Health Information requests.\u003Cbr>• Helps maintain patient files and records according to established PHC standards and federal and state laws.\u003Cbr>• Ensure that patient information is kept confidential and secure\u003Cbr>• Responds to inbound/outbound documentation requests in a timely manner.\u003Cbr>• Follow established procedures for","cbCaibVlA94owfZY","https://ap.wps.com/l/cbCaibVlA94owfZY","pdf",120695,"English","# Essential Duties and Responsibilities\n## Referral-related Responsibilities\n## Records-related Responsibilities\n# Min. Qualifications\n# Physical Demands","[{\"question\":\"What are the main responsibilities for coordinating referrals?\",\"answer\":\"The role tracks referrals to outside providers, schedules appointments, confirms patient preferences and demographic/insurance information, and sends required chart information to specialists via fax or electronically.\"},{\"question\":\"How does the preauthorization process work in this position?\",\"answer\":\"The specialist determines whether preauthorization is required, completes the request with required additional information, explains expected notification timing to patients, and manages approvals or denials by notifying providers and patients and supplying supporting documentation when needed.\"},{\"question\":\"What records and privacy tasks does the role handle?\",\"answer\":\"The position assists with patient files and records according to PHC standards and federal/state laws, ensures confidentiality and security, processes inbound/outbound documentation requests, retrieves electronic documentation from the electronic health record, and records/scans documents into the EHR.\"}]","Records and Referral Specialist - Job Description - Referral Coordinator | PDF",1789346615]