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Catena

Clinical Referral Coordinator

Catena

. Review incoming neurology referrals and decide whether to accept, request more information, or deny them based on practice-specific rules .

Posted 11/10/2026full-timeRemote • Philippines, Mexico, Colombia, VenezuelaJuniorMid-LevelWebsite

Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in healthcare operations with a focus on clinical document review and referral coordination. Proficient in applying clinical criteria and managing patient communications effectively within a US healthcare context.

Highest-signal resume keywords
Healthcare Operations ExperienceClinical Document ReviewReferral CoordinationMedical Terminology KnowledgeOutbound Patient Call Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Clinical Document ReviewReferral CoordinationPrior AuthorizationUtilization ReviewMedical Records ReviewApplying Clinical CriteriaScheduling AppointmentsCollecting Clinical InformationLogging Call OutcomesQualification Rules Application
Soft Skills
Attention to DetailEffective CommunicationProblem-SolvingDecision-MakingAdaptability
Tools & Technologies
Athena HealthEpicEClinicalWorksAutomated Intake SystemsAI-Assisted Referral Systems
Industry Keywords
Neurology ReferralsUS Healthcare ProvidersMulti-Specialty PracticesClinical TerminologyPatient Scheduling

About the role

Key responsibilities & impact
  • Review incoming neurology referrals and decide whether to accept, request more information, or deny them based on practice-specific rules
  • Read multi-page clinical documents, including MRI reports, prior neurologist notes, and primary care summaries
  • Confirm all required documents are present before referrals move to scheduling
  • Record the rationale for every decision in the internal comments field
  • Call patients to schedule appointments after referrals are approved
  • Contact patients or referring offices to collect missing clinical or insurance information
  • Log call outcomes and follow-ups in the referral system
  • Qualify 50–60% of straightforward referrals independently within the first 30 days
  • Apply feedback from full decision review to reduce errors through day 90
  • Escalate unclear or edge-case referrals before making a decision
  • Learn and apply new qualification rules as additional practices are onboarded

Requirements

What you’ll need
  • 2+ years in a healthcare operations role with clinical document review in scope (referral coordination, prior authorization, utilization review, or medical records review)
  • Hands-on review of multi-page clinical documents, including physician notes, specialist assessments, and MRI or imaging reports
  • Experience applying clinical or practice-specific criteria to accept, deny, or request more information on referrals or authorizations
  • Working knowledge of medical terminology, including distinguishing document types such as imaging reports and imaging orders
  • Outbound patient call experience for appointment scheduling or collecting missing information
  • Experience supporting US-based healthcare providers, practices, or health systems
  • English at C1+ (CEFR) for live, unscripted calls with US patients
  • Neurology or other complex specialty referral experience is nice to have
  • Athena Health, Epic, eClinicalWorks, or another named US EMR experience is nice to have
  • Healthcare BPO background serving US specialty or multi-specialty practices is nice to have
  • Experience with automated or AI-assisted intake or referral systems is nice to have

Benefits

Comp & perks
  • Competitive Salary: Based on experience and skills
  • Fully remote—work from anywhere
  • Recognition for maintaining 100% CRM hygiene and on-time reporting
  • Generous PTO in accordance with company policy
  • HMO coverage after 3 months for full-time employees based in the Philippines
  • Direct mentorship from international industry experts
  • Ongoing access to resources for professional growth
  • Global networking with professionals worldwide