Referral Specialist

Job Description

Job Description

We are seeking a Referral Specialist!

Southeastern, OH

Join our team!

Integrated Services for Behavioral Health (ISBH) is a community-minded, forward-thinking behavioral health organization helping people along the road to health and well-being. We meet people in their homes and communities and help connect them to the resources they need. We serve Southeastern and Central Ohio with a comprehensive array of behavioral health and other services – working with local partners to promote healthy people and strong communities. All of our services are intended to be collaborative and personalized for the individual.

The Referral Specialist will be responsible for efficiently managing all incoming referrals to ensure clients have timely access to behavioral health services. This role performs detailed data entry within the electronic health record system, verifies insurance coverage, schedules intake appointments, and communicates effectively with clients, providers, and internal teams. The Referral Specialist plays a key role in supporting continuity of care by tracking referral outcomes, returning calls promptly, and ensuring that clients are connected with appropriate services based on their needs, insurance, and location. This position requires strong organizational skills, attention to detail, professionalism, and the ability to navigate multiple software systems in a fast-paced, hybrid work environment.

The pay range for this position is $23.85 - $28.02 based on experience, education, and/or licensure:

Essential Functions:

• Process incoming referrals efficiently and accurately in the electronic health record system
• Perform detailed data entry, including demographics, contact information, referral details, emergency contacts, and payer information
• Schedule intake appointments based on staff availability and client needs
• Verify insurance coverage at the time of intake and prior to scheduled appointments
• Maintain an up-to-date understanding of internal referral processes and county-based service pathways
• Respond to phone calls with professionalism and empathy, directing inquiries or taking messages as appropriate
• Answer referral phone line and promptly return voicemails
• Collaborate with intake and access staff to ensure referral loop closure and continuity of care
• Track referral outcomes and follow up to ensure continuity of care
• Communicate effectively with clients to explain referral processes, provide support, and reduce barriers to accessing care
• Assess client needs and identify appropriate behavioral health providers based on insurance coverage, geographic location, and specialty needs
• Travel within designated service area
• Performs other duties as assigned

Minimum Requirements:

Education/Licensure:

• High school degree or GED equivalent is required

Experience:

• Three years of experience working in a medical referral position and/or nonprofit administrative management environment required

Knowledge, Skills and Abilities:

• Excellent communication skills, both oral and written is required
• Excellent organizational skills are required
• Ability to use appropriate databases, spreadsheets, and other software
• Ability to bill Medicaid without restrictions is required
• A valid driver's license and the ability to operate a motor vehicle is required
• An appropriate level of auto insurance coverage is required
• Ability to manage deadlines within a fast-paced, high-volume environment is required
• Ability to operate in an Internet-based, automated office environment is required
• Ability to maintain high-speed internet connection is required

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer is required
• Must be able to lift up to 15 pounds at times is required

Enjoy a great work environment with an excellent salary, generous paid time off, and a strong benefits package!

Benefits include:

• Medical
• Dental
• Vision
• Short-term Disability
• Long-term Disability
• 401K w/ Employer Match
• Employee Assistance Program (EAP) provides support and resources to help you and your family with a range of issues.

To learn more about our organization:

OUR MISSION
Delivering exceptional care through connection

OUR VALUES
Dignity - We meet people where they are on their journey with respect and hope

Collaboration - We listen to understand and ask how we can best support the people and communities we serve

Wellbeing - We celebrate one another's strengths, and we support one another in being well

Excellence - We demand high-quality care for those we serve, and are a leader in how we care for one another as a team

Innovation - We deeply value a range of perspectives and experiences, knowing it is what inspires us to stretch past where we are and reach towards what we know is possible

The above list of duties is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not to be construed as an exhaustive list of duties performed by the individuals in this role, nor is it intended to limit or modify the right of any supervisor to assign, direct, and control the work of employees under their supervision.

We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.