Referral Coordinator

Referral Coordinator

The Referral Coordinator is a pivotal administrative support role focused on streamlining the referral, intake, and onboarding process for clients at the Center for Resilience (CFR). This role bridges the gap between administrative support and clinical services to ensure timely, accurate, and client-centered intake experiences. The Referral Coordinator is instrumental in reducing the administrative burden on clinicians, improving workflow efficiency, and enhancing client engagement from first contact through initial appointment scheduling.

This position will require working Monday and Friday from 8 : 30 a.m. to 5 : 30 p.m., and Tuesday through Thursday from 10 : 00 a.m. to 7 : 00 p.m. This position will remain open until filled.

Duties and Responsibilities

• Manage and track incoming referrals via phone, fax, email, and electronic systems
• Follow up with clients and referral sources to confirm intake documents, confirm insurance information, and initial appointments
• Conduct initial contact calls to confirm demographics, insurance, and scheduling needs
• Review, collect, and scan required intake documents; confirm completion and signatures
• Utilize and help manage the InSync Patient Portal to collect digital paperwork and assessments when available
• Verify insurance eligibility in collaboration with CFR Billing person
• Ensure copays are run and deposit slips are prepared at end-of-day (EOD)
• Input insurance verification information into the InSync patient chart
• Provide cross-coverage for front desk responsibilities during high traffic times or staff absence
• Greet and check-in / out clients in a trauma-informed, relational manner as needed
• Troubleshoot client issues including telehealth, transportation, and navigation support
• Answer phones, 3CX, Teams, and email, throughout the day
• Upload intake paperwork, assessments, and forms into InSync system
• Assist with ROI processing and records scanning
• Maintain accurate and timely updates to client charts
• Support clinicians by preparing intake folders and ensuring proper documentation is available
• Help maintain waitlist notes and pre-waitlist entries
• Assist with data collection and reporting as needed and provide administrative follow-up support
• Support the implementation of workflows and process improvements related to intake
• Participate in weekly and monthly team meetings, providing updates and feedback on process needs
• Monitor and restock supplies, snacks, and printed forms
• Assist with breakroom and front office cleanliness and readiness
• Coordinate with vendors as directed for facility needs or repairs
• Complete supply inventory and submit purchase requests to Clinical Operations Manager

Knowledge, Skills and Abilities

Required Education and Experience

Preferred Education and Experience

Physical Requirements

Rate of Pay

Full time, nonexempt $22.00 - $23.00 per hour DOE

Benefits

One SAFE Place and Children's Legacy Center are separate legal entities. Arch Collaborative is a fictitious business name (DBA) of Children's Legacy Center. Under the DBA Arch Collaborative, and a signed management services agreement, Children's Legacy Center assists One SAFE Place with operations and enhances OSP's impact. By creating Arch Collaborative, and working alongside other organizations with similar heartbeats, we have created a network of organizations that respond effectively to trauma, violence, and exploitation in our community while maintaining the legal status of each organization.

Children's Legacy Center and One Safe Place are At-Will Employer

Children's Legacy Center and One Safe Place are Equal Opportunity Employers