Referral Coordinator: Job Description, Requirements and Career Info

Referral coordinators perform administrative tasks to make recommendations to people in need of services, as well as relay important information to companies and organizations. While this position primarily serves healthcare entities, referral coordinators may also work in children's services, welfare, and educational settings.

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Job Description for a Referral Coordinator

Referral coordinators set appointments and process transfers to ensure timely transmission and start of services. Primarily connected with the healthcare industry, referral coordinators serve as a liaison for patient resources. This position must be executed in compliance with insurance requirements, and the coordinator will often work closely with insurance companies.

Education and Certification Requirements

Educational Requirements

Because of the clerical nature of the work, some companies only require completion of a high school diploma or equivalent. Applicants in the health care industry must typically have at least one year of experience working in a medical office. More advanced referral coordinator positions, particularly those closely related with advanced medical care, may require a degree in nursing or related fields, such as biology or medical technology. Bilingual or multiple language proficiency may also prove a valuable asset in certain settings.


Although usually not mandatory, becoming a Certified Medical Assistant can prove an applicant's knowledge and competency when seeking a position. This certification can be obtained through the American Association of Medical Assistants. The organization also provides training in areas, such as medical terminology, computer applications, records keeping, insurance coding, office practices, and patient relations ( Some medical companies also prefer applicants with up-to-date CPR certification.

Career Information for Referral Coordinators

Required Attributes of a Referral Coordinator

A referral coordinator performs general office duties that require a proficiency in communication and organizational skills. Specific understanding of the field in which they work, including office procedures and liability considerations, are necessary to effectively accommodate those seeking their support, whether in the healthcare field, social services, or learning institutions. Examples of knowledge and abilities a referral coordinator should possess include:

  • Computer skills and software aptitude
  • Communication and customer service skills
  • Insurance coding and medical terminology
  • Multi-line phone proficiency

Salary Information for a Referral Coordinator

In 2014, reported an annual salary range for medical referral coordinators as $22,287-$39,974. The median annual salary earned by these coordinators was reported as $36,287 by the same source.

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Source: Bureau of Labor Statistics