Cano Health
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Coordinator, Referrals
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Cano Health We are committed to building the best primary care environment for patients and are seeking healthcare enthusiasts to join us. Job Summary The Referral Coordinator plays a vital role in supporting patient care coordination by managing insurance pre-verifications, referral processing, appointment scheduling, and communication between patients, providers, and health plans. Essential Duties & Responsibilities Referral Management & Coordination:
Process outgoing referrals promptly based on provider orders. Review, validate, and document referral orders, input referrals and authorizations into the appropriate data systems. Schedule appointments with specialists or service providers, prioritizing high-quality, in-network, and cost-effective options. Track referral status, follow up on incomplete referrals, and ensure timely receipt of consultation reports. Close the referral loop by ensuring reports and documentation are routed to the appropriate provider. Patient Communication & Navigation
Educate patients on the referral process, insurance requirements, and expectations. Assist patients in overcoming logistical or administrative barriers. Notify patients of appointment details and authorization status. Provide compassionate, professional support in person and over the phone, reinforcing a positive patient experience. Insurance & Authorization Processing
Verify insurance eligibility and determine referral and authorization requirements. Obtain prior authorizations and approvals from health plans as needed. Collaborate with payers and specialists to expedite authorizations and respond to denials or appeals. Value-Based Care Alignment
Proactive schedule referrals related to key quality metrics. Support accurate and timely documentation to meet risk adjustment and quality reporting requirements. Track referral patterns and help guide patients to in-network or preferred providers aligned with Accountable Care Organizations (ACOs) and narrow network strategies. Identify, address, and escalate referral delays or barriers that may impact clinical outcomes or contractual performance metrics. Administrative Support & Documentation
Maintain accurate documentation of all referral activities in the Electronic Health Record (EHR) system. Log referral status, actions taken, and communications in a timely manner. Generate and distribute referral forms, notifications, and supporting documents. Care Team Collaboration
Work closely with physicians, nurses, medical assistants, and care managers to coordinate care. Participate in daily huddles to proactively address upcoming referral needs. Share referral status updates with clinical team members in real-time. Compliance & Data Privacy
Uphold HIPAA guidelines and clinic protocols related to data handling and patient confidentiality. Ensure secure communication of patient records to external entities. Clinic Support & Environment
Provide clerical support to the clinical team, including managing lobby areas and assisting with PPE protocols. Collaborate with front desk and clinic staff to monitor scheduling and patient flow. Maintain a welcoming and organized patient experience environment. Education & Experience
High school diploma or GED required. Minimum of 1–2 years of experience in a medical office, hospital, or clinical setting handling referrals. Working knowledge of medical terminology and insurance processes. Experience with scheduling systems, EHRs (e.g., eClinicalWorks), and insurance authorization procedures. BLS certification required; must be able to respond appropriately in emergencies. Required/Preferred
Proficient in Microsoft Office Suite (Excel, Word, Teams, PowerPoint). Familiarity with insurance portals, including Medicaid, Medicare, and commercial payers. Bilingual in English and Spanish preferred. Strong customer service, organizational, and time management skills. Ability to navigate multiple systems including: eClinicalWorks (eCW), Availity, Cano.Net (ticketing system), Workday (timekeeping/HR platform), Oracle (expense reporting), and health plan and diagnostic center portals. Physical Requirements This position works under usual office conditions. The associate is required to work at a personal computer as well as be on the phone for extended periods of time. Must be able to stand, sit, walk and occasionally climb. The incumbent must be able to work extended and flexible hours and weekends as needed. Physical demands include ability to lift up to 50 lbs. Work Conditions Work will involve constant driving/traveling to assigned clinics/territories. Travel Required Yes, 0-25% flexibility to travel to clinical sites as needed. Cano Health is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.
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Coordinator, Referrals
role at
Cano Health We are committed to building the best primary care environment for patients and are seeking healthcare enthusiasts to join us. Job Summary The Referral Coordinator plays a vital role in supporting patient care coordination by managing insurance pre-verifications, referral processing, appointment scheduling, and communication between patients, providers, and health plans. Essential Duties & Responsibilities Referral Management & Coordination:
Process outgoing referrals promptly based on provider orders. Review, validate, and document referral orders, input referrals and authorizations into the appropriate data systems. Schedule appointments with specialists or service providers, prioritizing high-quality, in-network, and cost-effective options. Track referral status, follow up on incomplete referrals, and ensure timely receipt of consultation reports. Close the referral loop by ensuring reports and documentation are routed to the appropriate provider. Patient Communication & Navigation
Educate patients on the referral process, insurance requirements, and expectations. Assist patients in overcoming logistical or administrative barriers. Notify patients of appointment details and authorization status. Provide compassionate, professional support in person and over the phone, reinforcing a positive patient experience. Insurance & Authorization Processing
Verify insurance eligibility and determine referral and authorization requirements. Obtain prior authorizations and approvals from health plans as needed. Collaborate with payers and specialists to expedite authorizations and respond to denials or appeals. Value-Based Care Alignment
Proactive schedule referrals related to key quality metrics. Support accurate and timely documentation to meet risk adjustment and quality reporting requirements. Track referral patterns and help guide patients to in-network or preferred providers aligned with Accountable Care Organizations (ACOs) and narrow network strategies. Identify, address, and escalate referral delays or barriers that may impact clinical outcomes or contractual performance metrics. Administrative Support & Documentation
Maintain accurate documentation of all referral activities in the Electronic Health Record (EHR) system. Log referral status, actions taken, and communications in a timely manner. Generate and distribute referral forms, notifications, and supporting documents. Care Team Collaboration
Work closely with physicians, nurses, medical assistants, and care managers to coordinate care. Participate in daily huddles to proactively address upcoming referral needs. Share referral status updates with clinical team members in real-time. Compliance & Data Privacy
Uphold HIPAA guidelines and clinic protocols related to data handling and patient confidentiality. Ensure secure communication of patient records to external entities. Clinic Support & Environment
Provide clerical support to the clinical team, including managing lobby areas and assisting with PPE protocols. Collaborate with front desk and clinic staff to monitor scheduling and patient flow. Maintain a welcoming and organized patient experience environment. Education & Experience
High school diploma or GED required. Minimum of 1–2 years of experience in a medical office, hospital, or clinical setting handling referrals. Working knowledge of medical terminology and insurance processes. Experience with scheduling systems, EHRs (e.g., eClinicalWorks), and insurance authorization procedures. BLS certification required; must be able to respond appropriately in emergencies. Required/Preferred
Proficient in Microsoft Office Suite (Excel, Word, Teams, PowerPoint). Familiarity with insurance portals, including Medicaid, Medicare, and commercial payers. Bilingual in English and Spanish preferred. Strong customer service, organizational, and time management skills. Ability to navigate multiple systems including: eClinicalWorks (eCW), Availity, Cano.Net (ticketing system), Workday (timekeeping/HR platform), Oracle (expense reporting), and health plan and diagnostic center portals. Physical Requirements This position works under usual office conditions. The associate is required to work at a personal computer as well as be on the phone for extended periods of time. Must be able to stand, sit, walk and occasionally climb. The incumbent must be able to work extended and flexible hours and weekends as needed. Physical demands include ability to lift up to 50 lbs. Work Conditions Work will involve constant driving/traveling to assigned clinics/territories. Travel Required Yes, 0-25% flexibility to travel to clinical sites as needed. Cano Health is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.
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