Electronic Referral Specialist

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.