Referral Coordinator

Insight Global
Orlando, FL

Position: Referral Coordinator

Openings: 8

Location: Remote, ORL Area

  • Have to go onsite first day to pick up equipment

Duration: 6-month c2h

PR: Starting at $17/hr

Hours: M-F 4pm - 8pm



Must Haves:

  • 2+ years of customer service experience
  • 1+ year of Data Entry experience
  • Strong experience with Microsoft Products- have to pass typing test
  • HS Diploma or GED


Plus:

  • Healthcare experience
  • Scheduling, Insurance Verification, Referrals experience
  • Call Center Experience


Day to Day

The Referral Coordinator supports clinical teams, patients, and family members by managing internal and external referrals and insurance authorizations within the outpatient ambulatory setting. This role is responsible for accurately processing referrals and authorizations prescribed by providers in the Electronic Health Record (EHR), ensuring timely coordination of care, accurate documentation, and compliance with payer guidelines. The Referral Coordinator plays a key role in facilitating patient access to services while upholding Orlando Health’s commitment to exemplary customer service.


Essential Functions

  • Completes accurate entry of referrals and authorizations into the Electronic Health Record (EHR)- EPIC
  • Processes referrals and related documentation received through the OnBase fax queue by reviewing faxed orders, transcribing required information, and entering data into Epic.
  • Works with dual systems (OnBase and Epic) to ensure referral information is accurately transferred from source documents.
  • Creates new patient profiles in Epic when necessary, using transferred information from referral documentation (not from memory).
  • Files referral-related documents into the appropriate patient chart in accordance with established procedures.
  • Completes patient registration and obtains insurance authorizations for new patients, diagnostic testing, and hospital-based diagnostics.
  • Verifies insurance coverage using electronic verification tools, payer web portals, and telephone communication when online verification is unavailable.
  • Contacts insurance companies to follow up on authorizations, confirm coverage, and resolve authorization-related issues.
  • Communicates with patients as needed to verify insurance information, obtain required details, or complete the referral process.
  • Coordinates follow-up care when referrals or authorizations are nearing expiration.
  • Ensures financial and insurance information is current, accurate, and active in the EHR.
  • Confirms Primary Care Provider (PCP) information is accurate and compliant with payer-specific guidelines.
  • Initiates and tracks referral and authorization status to ensure timely completion of services.
  • Coordinates with scheduling departments, clinical teams, and other internal departments to facilitate patient visits.
  • Provides patients with referral details for physicians, specialists, and facilities as appropriate.
  • Communicates effectively with internal and external customers, including providers, patients, insurance representatives, and clinical departments, to obtain required authorizations.
  • Maintains current knowledge of referral and authorization requirements based on payer-specific guidelines.
  • Maintains a working knowledge of ICD‑10 and CPT codes.
  • Demonstrates a basic understanding of third-party reimbursement requirements and regulations.
  • Exhibits competency in the use of registration systems, electronic verification tools, Epic, OnBase, and web-based payer resources.
  • Performs all duties in a manner that supports departmental productivity, quality, and customer service goals