Under general supervision, coordinates patient referrals, authorizations, scheduling, and related administrative processes to ensure timely access to care. Serves as a liaison between patients, providers, clinics, and external organizations while maintaining accurate referral and patient records.

---

None

---

• Knowledge of dental terminology, referral processes, and insurance authorization requirements.
• Ability to navigate electronic health records and scheduling systems.
• Ability to operate a multi-line telephone system while providing excellent service.
• Strong organizational and attention to detail skills.
• Ability to establish and maintain effective working relationship with patients, employees and the public.
• Ability to maintain strictest confidentiality and adherence to all HIPAA guidelines/regulations.
• Excellent customer service and communication skills.

• Ability to quickly learn and effectively use new software, systems, and technology.

EDUCATION:

• High school diploma or GED is required.
• Associate's degree is preferred - only one (1) year of experience required with an Associate's.

---

• Receive, process, and track incoming and outgoing referrals.
• Coordinate appointments and schedules with internal and external providers.
• Obtain and document insurance authorizations and pre-certifications as required.
• Collect and maintain required demographic, insurance, and referral documentation.
• Monitor referral work queues and follow up on outstanding referrals.
• Communicate appointment information, referral status, and administrative requirements to patients and referring offices.
• Facilitate transmission of medical records, referral documentation, and supporting information.
• Enter and update patient and referral information accurately in the electronic health record and applicable systems.
• Maintain referral logs, reports, and other records as required.
• Identify and escalate clinical questions, urgent symptoms, or patient concerns to licensed clinical staff according to established procedures.
• Maintain compliance with HIPAA, organizational policies, and regulatory requirements.
• Participate in process improvement activities related to referral management and patient access.
• Perform other duties as assigned.