Trusted Results Therapy Group

Trusted Results Therapy Group

·last month

Referral coordinator

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Location

remote, CO, United States

Commitment

Full Time

Level

Junior (<2 years)

Required skills

Referral intakePatient schedulingInsurance verificationTriageClinical literacyPhone communicationHIPAA complianceEHRMedSenderAtlasDialpadBehavioral health administrationPatient outreachData entry

Job Description

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.

Ready to join the team?

Apply now

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