Data and Referral Coordinator

Job Description

Job Description

Mission

The Warren Center advocates, serves and empowers the children and families impacted by developmental delays and disabilities.

Summary

The Data and Referral Coordinator supports the overall mission and purpose of The Warren Center by effectively providing accurate collection, maintenance and management of client information for The Warren Center programs. Additionally, the position provides day-to-day agency business support by handling general office calls, mail, and reception duties.

Essential Duties and Responsibilities

Reception Practices

• Answer, screen & forward incoming calls appropriately
• Intra-office communication
• Take referrals
• Explain intake process
• Greeting visitors as appropriate
• Take patient payments 

Program Data Entry and Management

• Enter data, process referrals/transfers/dismissals, provide appropriate documentation in files, etc.
• Maintain organized records in a confidential manner including filing as requested

Referral Coordination

• Enter referral information from referrals into agency database for Clinic and other programs as needed
• Prepare referral packet and distribute for Clinic and other programs
• Complete office Intake process and enter data into agency database
• Provide documentation in electronic files, as required for Clinic
• Act as coordinator between parents, billing and clinic staff to ensure timely therapy services

Education and Experience

• Required : High school diploma or General Educational Development (GED) 
• Required : Experience in customer service and reception practices
• Required : Experience in computer data systems and computer applications 
• Preferred : Preferred bilingual in English and Spanish

Additional Technical Skills, Traits and Knowledge

To perform this job successfully, an individual must be able to perform each qualification satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. 

• High energy and passion for The Warren Center’s mission is essential
• Flexible and adaptable style
• Clear and concise communication skills
• Professional, dependable, and proactive
• Ability to work in a fast-paced environment
• Ability to work both independently without close oversight, but also a team player who will productively engage with others at varying levels of seniority within and outside The Warren Center
• Strong organizational and time management skills with exceptional attention to detail
• Advanced knowledge of Microsoft Office Suite: including Word, Excel, PowerPoint, Outlook, OneDrive/SharePoint, and Teams
• Frequently required to use hands to finger, handle, or feel, and use keyboard as well as see, talk, or hear
• Long periods of sitting
• Work is performed in an office shared by multiple people with limited privacy
• The noise level in the work environment is usually moderate

Environment

The physical requirements and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.   

• Moderate stress level
• Work is performed in an office shared by multiple people with limited privacy
• Occasional standing and lifting of at least 5 pounds
• Long periods of sitting

 

Equal Opportunity Employer

The Warren Center is an Equal Opportunity Employer and we believe in an inclusive culture for all. The Warren Center provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.