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Referral Coordinator
Dreem Health | Sunrise. Receive and process all incoming referrals via fax and email .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing patient referrals and documentation within healthcare environments, ensuring accuracy and exceptional customer service. Proficient in utilizing CRM systems and VOIP tools while maintaining strong organizational and multitasking abilities.
Highest-signal resume keywords
Referral Coordination ExperienceCRM Experience (HubSpot Preferred)VOIP Calling Tools (Aircall, 8x8)Customer Service MindsetStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Referral ProcessingDocumentation AccuracyWorkflow OptimizationMultitaskingProblem-Solving
Soft Skills
EmpathyAttention to DetailCollaborationOrganizational Skills
Tools & Technologies
CRM SystemsEHR DocumentationVOIP Tools
Industry Keywords
HealthcarePatient InteractionOperational EnvironmentCare Coordination
Tech Stack
Tools & technologiesVoIP
About the role
Key responsibilities & impact- Receive and process all incoming referrals via fax and email
- Upload referral documents and patient information into internal systems
- Validate referral completeness, flag missing information, and follow up when needed
- Maintain accuracy and consistency across CRM and EHR documentation
- Call every patient immediately after a referral is received
- Follow standardized scripts to explain next steps and schedule appointments
- Conduct follow-ups for no-shows, cancellations, and rescheduling needs
- Deliver exceptional customer service with empathy, clarity, and professionalism
- Follow structured, repetitive day-to-day processes with precision
- Document every patient interaction with strong attention to detail
- Multitask across systems while maintaining speed and accuracy
- Build, optimize, and maintain workflows and the tools that support them
- Collaborate with teammates and escalate operational issues when necessary
- Work cross-functionally with Care Coordination, Clinical, Field Marketing, and Operations teams
Requirements
What you’ll need- 3 to 4 years of referral coordinator experience
- Experience in healthcare or startup environments
- Strong people skills and communication skills
- Ability to collaborate cross-functionally
- Strong problem-solving skills and ability to identify both issues and solutions
- Excellent documentation habits; highly organized and detail-oriented
- Ability to multitask in a fast-moving operational environment
- Customer service mindset
- Experience with VOIP calling tools such as Aircall or 8x8
- CRM experience required (HubSpot preferred)
- This role may require occasional travel (approximately 1–2 times per year) for team gatherings, training, or company events.
Benefits
Comp & perks- Fully remote work environment
- Meaningful work that directly improves peoples’ lives
- Be part of an international team across the US, Paris, Belgium
- 1-2 team gathering a year
- Comprehensive health benefits (medical, dental, vision)
- 401(k) with company match
- 20 days PTO + 10 paid holidays + paid sick leave
- Internet and phone reimbursement for remote employees