PCP Referral & Insurance Data Coordinator

AI overview

Own the end-to-end PCP referral process ensuring accurate execution, facilitating patient care through effective communication and operational efficiency.

Job Title: PCP Referral & Insurance Data Coordinator

Classification: 1099 Contractor

Work Structure: Fully Remote

Schedule/Shift: 25-40 hours per week, flexible schedule

Team: Clinical Operations

Location: United States

Compensation: $16-$18 per hour

About the Role

This role owns the end-to-end execution of our Primary Care Provider (PCP) referral process. A PCP referral is a document we fax to a patient’s primary care office to obtain approval for our

services. This person is responsible for ensuring those referrals are created accurately, sent to the right place, and followed up on until we’ve received a response.

This is an operational, detail-oriented role that sits at the intersection of patient coordination and provider communication. It’s well-suited for someone with healthcare office experience who is

comfortable working across systems, communicating by phone, and keeping complex workflows moving.

This role is critical to moving patients into care. Success looks like accurate referrals, persistent follow-up, clean data, and timely responses from PCP offices.

Responsibilities

Generate PCP referral PDFs using information from our internal systems
Research and locate the correct PCP office, contact details, and fax number
Send referrals via fax and confirm receipt with the PCP office by phone
Maintain a consistent follow-up cadence with offices that have not responded
Reach out to patients to ask them to notify their PCP to expect the referral
Track referral status and outcomes in our system with accuracy and consistency
Flag issues, delays, or systemic blockers in the referral process
Support broader operational data-entry and cleanup tasks beyond PCP referrals to help keep our systems accurate and up to date

Requirements

Prior experience in a healthcare office environment (front desk, referrals, insurance, or similar)
Familiarity with insurance or healthcare workflows
Comfortable making frequent outbound phone calls to provider offices and patients
Extremely detail-oriented and organized, with strong follow-through
Very comfortable using technology and learning new tools and processes quickly
Able to navigate multiple systems at once (internal tools, spreadsheets, fax tools, EHR portals, etc.)
Clear, professional communication skills (phone and written)
Reliable, self-directed, and able to manage work independently over time

*Note this is a 1099 contractor position