Referral Coordinator

Palm Medical Centers
Dallas, TX
Duties/Responsibilities:
  • Maintain ongoing tracking and appropriate documentation on referrals to promote team awareness and ensure patient safety.
  • Ensure complete and accurate registration, including patient demographics and current insurance information.
  • Must enter and update referral data in electronic system as appropriate.
  • Assemble information concerning patient's clinical background and referral needs.
  • Contact review organizations and insurance companies to ensure prior approval requirements are met.
  • Present necessary medical information such as history, diagnosis and prognosis.
  • Provide specific medical information to financial services to maximize reimbursement to the hospital and physicians.
  • Review details and expectations about the referral with patients.
  • Assist patients in problem solving potential issues related to the health care

system, financial or social barriers (e.g., request interpreters as appropriate,

transportation services or prescription assistance).

  • Identify and utilize cultural and community resources. Establish and maintain

relationships with identified service providers.

  • Ensure that referrals are addressed in a timely manner.
  • Ensure that patient's primary care chart is up to date with information on specialist consults, hospitalizations, ER visits and community organization related to their health.'

Required Skills/Abilities:

  • Excellent verbal and written communication skills.
  • Excellent customer service skills.
  • Excellent organizational skills and attention to detail.
  • Proficient with Microsoft Office Suite or related software.

Education and Experience:

High school diploma or equivalent required. Minimum requirement of one year work experience with referrals, or related medical office experience. Experience with EMR systems is preferred.

Physical Requirements:

Prolonged periods of sitting at a desk and working on a computer.
Must be able to lift up to 10 pounds at times.
Work Remotely: No

Job Type: Full-time

Starting Pay: $19.00 an hour (based on experience)

Benefits:

  • 401(k)
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday
  • No weekends

Education:

  • High school or equivalent (Required)

Experience:

  • Referrals: 1 year (Required)
  • Health Insurance Verification: 1 year (Required)

Work Location: In person

Palm Primary Care is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Palm Primary Care makes hiring decisions based solely on qualifications, merit, and business needs at the time.

Posted 2026-03-09

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