Referral Coordinators

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
Customer Service and Professional Standards
• Understands and supports commitment to providing exemplary customer service.
• Demonstrates a positive, professional, and respectful approach in all interactions with patients, families, and team members.
• Communicates clearly and effectively, both verbally and in writing.
• Maintains flexibility in work schedule availability to meet departmental operational needs.
Knowledge, Skills, and Abilities
• Strong data entry, typing, and transcription skills with high attention to detail.
• Ability to manage high volumes of faxed and electronic documentation accurately.
• Proficiency with EHR systems (Epic preferred), document management systems (OnBase), and insurance web portals.
• Effective organizational and time‑management skills.
• Ability to communicate professionally with insurance representatives, patients, and clinical staff.
• Understanding of medical terminology related to referrals, diagnostics, and authorizations.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

2+ years of customer service experience
HS Diploma or GED

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.