Referral Specialist

Description

The Referrals Specialist is responsible for managing all incoming referrals for services, ensuring that requests are processed accurately, promptly, and in compliance with agency and state requirements. This role serves as a key liaison between families, service coordinators, and internal departments to support smooth transitions and timely access to services.

Key Responsibilities

Referral Management

Communication & Coordination

• Communicate with service coordinators, families, and providers to confirm referral details and next steps.
• Conduct Customer interviews.
• Collaborate with HR, Connections, and leadership to ensure referred Direct Support Professionals (DSPs) and customers are matched effectively.
• Provide timely updates on the status of referrals.

Compliance & Documentation

• Ensure referrals are processed in accordance with state and agency guidelines.
• Maintain accurate and confidential documentation of all referral activity.
• Support audit readiness by ensuring records are complete and up to date.

Customer Service

• Provide clear and compassionate communication to families and customers regarding the referral process.
• Resolve questions or issues related to referrals with professionalism.

Collaboration

• Partner with internal teams to anticipate staffing needs related to referrals.
• Assist with reporting referral trends and outcomes to support workforce planning and program development.

Qualifications

• High school diploma or equivalent required; Associate’s or Bachelor’s degree in Human Services, Healthcare, or related field preferred.
• Previous experience in referrals, scheduling, care coordination, or a related administrative role.
• Strong organizational and multitasking skills with attention to detail.
• Excellent verbal and written communication abilities.
• Ability to work independently and as part of a team in a fast-paced environment.

Preferred Skills

• Experience in healthcare, developmental disability services, or social services setting.
• Familiarity with state referral processes, Medicaid Waiver services, or case management systems.
• Bilingual skills (English/Spanish) a plus.

Work Environment

• Office-based with potential for hybrid flexibility.
• Requires frequent communication with families, providers, and state agencies.

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Work Location: In person