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Trusted Results Therapy Group

Referral Coordinator

Trusted Results Therapy Group

. Receive and enter referrals from MedSender into Atlas .

Posted 10/13/2026full-timeRemote • United StatesJunior💰 $18 - $24 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing patient referrals and scheduling for mental health services, ensuring compliance with HIPAA regulations and effective communication with patients and providers. Proficient in utilizing EHR systems and familiar with insurance platforms to facilitate seamless administrative operations.

Highest-signal resume keywords
Clinical LiteracyEHR ExperienceHIPAA CompliancePatient Communication SkillsBehavioral Health Technician Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Referral ManagementInsurance VerificationAppointment SchedulingPatient Discharge ProceduresMulti-Department Coordination
Soft Skills
Strong Phone CommunicationPatient-Facing Skills
Tools & Technologies
EHRDialpad
Industry Keywords
Mental Health ServicesBehavioral HealthHealth SciencesPsychologyInsurance Platforms

About the role

Key responsibilities & impact
  • Receive and enter referrals from MedSender into Atlas
  • Upload referral and insurance eligibility verification into Atlas
  • Triage and tag service type: therapy, medication management, psychological testing, or a combination
  • Manage specialty payer/contracts
  • Contact patients the same day to confirm service interest and verify insurance
  • Match patients with the appropriate provider based on insurance, location, and availability
  • Schedule appointments for mental health therapy and medication management services
  • Send intake forms the same day an appointment is scheduled
  • Notify referring providers upon receipt of referrals
  • Manage a three-attempt follow-up queue over eight days for patients who have not been reached
  • Discharge patients after three failed contact attempts and notify the referring practitioner
  • Perform other duties as assigned

Requirements

What you’ll need
  • Associate's or bachelor's degree in health sciences, psychology, or a related field
  • 1+ year of experience in a medical or behavioral health administrative role
  • Clinical literacy — familiarity with mental health service types and terminology
  • Strong phone communication and patient-facing skills
  • HIPAA knowledge and compliance awareness
  • Experience with EHR
  • Must be a resident of South Carolina, Texas, Illinois, or Colorado
  • Experience as a Behavioral Health Technician (BHT) or medical scheduler (preferred)
  • Familiarity with insurance platforms and Dialpad (preferred)
  • Experience in a multi-department or multi-location practice (preferred)
  • Bilingual ability (preferred)

Benefits

Comp & perks
  • Professional growth, training, and leadership development
  • Opportunities to grow as the organization continues to expand
  • Collaborative, team-centered culture
  • Meaningful work directly impacting individuals, families, and communities
  • Equal employment opportunities and benefits