Electronic Referral Specialist
Full-Time
Remote
The Electronic Referral Specialist is responsible for monitoring, retrieving, and managing patient referrals from a variety of electronic referral platforms, including but not limited to CarePort, EPIC, MoreCare, Ensocare, AIDIN, and AIDA. This role plays a vital part in supporting the admissions workflow by ensuring timely follow-up, accurate documentation, and effective communication with both internal teams and external partners. Working independently, the specialist must be highly organized, detail-oriented, and responsive in order to prioritize incoming referrals and ensure that no opportunities for care are delayed or missed.
Key Responsibilities:
- Monitor multiple electronic referral platforms throughout the day for new patient referrals.
- Retrieve, review, and process incoming electronic referrals promptly and accurately.
- Maintain comprehensive documentation of all referral-related activities in internal systems.
- Communicate professionally and effectively with referral sources, internal departments, and external stakeholders to clarify details and coordinate next steps.
- Prioritize and manage multiple referrals simultaneously while ensuring timely follow-up.
- Escalate urgent, complex, or unclear cases to the Admissions Supervisor as needed.
- Maintain up-to-date knowledge of all relevant electronic referral systems and company protocols.
- Participate in team meetings, training sessions, and performance evaluations.
- Comply with HIPAA regulations and maintain the confidentiality of patient information.
- Perform other related duties as assigned.
Qualifications:
- High school diploma or equivalent required.
- Minimum of 1 year of customer service or healthcare-related experience required; experience in home health strongly preferred.
- Knowledge of home health service delivery issues is preferred.
- Familiarity with Medicare enrollment and home health agency guidelines is a plus.
- Ability to type at least 30 words per minute.
- Strong analytical thinking and decision-making skills.
- Ability to work well under pressure and meet strict deadlines.
- Excellent customer service and professional communication skills (written and verbal).
- Strong attention to detail with the ability to multitask and manage multiple screens/systems.
- Effective time management skills and ability to perform in a fast-paced environment.
- High adaptability to change and process updates.
- Must be fluent in reading, writing, and speaking English.
- Reliable attendance and punctuality are required.
- Willingness to work weekends and holidays as needed.
- Prior experience in healthcare intake, admissions, or referral coordination is preferred.
- Familiarity with platforms such as CarePort, EPIC, MoreCare, Ensocare, AIDIN, or AIDA is highly desirable.
- Proficiency in Microsoft Office applications (Outlook, Excel, Word) and adaptability to new software.
- Ability to work independently with minimal supervision.
- Must have access to reliable high-speed internet and a quiet, dedicated workspace.
High school diploma or equivalent; 1+ year customer service or healthcare experience; typing 30+ WPM; English fluency; reliable internet and quiet workspace; willingness to work weekends and holidays as needed.
Key Responsibilities
- monitoring referral platforms
- processing referrals
- documenting activities
Skills & Tools
CarePort, EPIC, MoreCare, Ensocare, AIDIN, AIDA, Microsoft Outlook, Microsoft Excel, Microsoft Word
Job Details
- Category: Healthcare Services - Allied Health
- Seniority: Entry Level
- Commitment: Full Time
- Workplace: Remote — Texas, United States
- Languages: English
About Central Pyramid
A healthcare organization managing patient referrals and admissions workflows. — Industry: Healthcare