Referral Coordinator

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

This is a remote role, you must be a SC, TX, IL, or CO state resident to apply.