Referral Coordinator

Trinity Health

Referral Coordinator assisting Orthopedics Team with patient referrals and communications in Albany, NY. Maintaining referral processes and coordinating with care team members for effective patient care.

Posted 6/26/2026full-timeAlbany • New York • 🇺🇸 United StatesMid-LevelSenior💰 $19 - $26 per hourWebsite

About the role

Key responsibilities & impact

Properly maintains and tracks referrals from beginning to end.
Accountable for the referral loop by tracking all referral orders including but not limited to specialty referrals and diagnostic referrals.
Answers, responds to and documents phone calls, requests and questions from patients, physicians, ancillary services or specialty offices in a timely manner.
Assembles information concerning patient’s clinical background and referral needs.
Provides appropriate documented clinical information to specialists per referral guidelines.
Reviews details and expectations regarding the referral with patients.
Communicates any prep instructions via documented orders or protocol to patient.
Receives and reviews referral requests; prioritizes orders based on urgency.
Schedules, problem solves, communicates, and coordinates referral appointments with patient, physician(s), specialists and/or central scheduling.
Collaborates with essential care team members including: physicians, mid-level providers, LPN's, MA's, Practice.
Maintains patient confidentiality and abides by all HIPPA guidelines.
Obtains necessary authorization for referrals and diagnostic testing in timely fashion with proper documentation.
Works in collaboration with Billing Analyst on denied claims for missing prior authorization or referral within the EMR system.
Maintains up-to-date knowledge of referral/payer prior authorization requirements, eligibility guidelines and documentation requirements.
Communicates insurance decisions to patient.
Conducts follow up calls as necessary to physician offices, patients and payers to complete pre-certification process.
Confirms payer is in-network with specialist. If not, contacts patient to discuss and make alternate arrangements as necessary per payer guidelines in communication with the care team.
Act as point of contact for anything referral related, be the expert in this area for the office(s) you are assigned.

Requirements

What you’ll need

Minimum Requirement: High School Diploma or equivalent required. BA preferred.
5 yrs minimum experience in a medical office.
Effective written and verbal communication skills.
Knowledge of insurance payers and processes.
Demonstrates attention to detail, organization and effective time management.
Ability to work independently, with little supervision.
Knowledge of ICD-10, CPT, and CPTII codes.
Solid judgement to escalate issues appropriately.
Advanced knowledge of Microsoft office, related computer programs and general office machines.
Ability to communicate effectively with the patient population while exhibiting exemplary customer service skills.

Benefits

Comp & perks

Quality of Life: Where career opportunities and quality of life converge
Advancement: Strong orientation program, generous tuition allowance and career development
Work/Life: Office Hours Monday -Friday

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

ICD-10 codesCPT codesCPTII codesreferral managementprior authorizationmedical documentationpatient schedulinginsurance verificationclinical information assemblybilling processes

Soft Skills

effective communicationattention to detailorganizationtime managementindependencejudgmentcustomer serviceproblem solvingcollaborationconfidentiality