Referral & Health Information Coordinator

3. Mail Services

• Sorting and categorizing mail and packages according to department.
• Maintaining records of deliveries made and tracking mail and packages as required.
• Ensuring the confidentiality and security of sensitive documents and packages.
• Process all incoming mail by opening, scanning, and validating each item in mail software.

4. Workforce Development

• Responsible for maintaining up-to-date knowledge, skills, and abilities
• Attends and participates in in-service, monthly staff meetings, continuing education offerings, community training events, conferences, and webinars as appropriate

Required Education

• High school diploma or equivalent required.
• Completion of an accredited Medical Assistant program preferred.
• Certification as a Medical Assistant is optional.
• 1–2 years of experience as a Medical Assistant required.
• Experience in referral coordination, care coordination, or medical office workflows strongly preferred.
• Previous work in Health Information Management (HIM) or medical records processing is a plus.
• Familiarity with insurance authorization processes, specialist referrals, and clinical documentation preferred.
• Proficiency with electronic health records (EHR), scanning systems, and basic office software required.

• Skills, Licensure, and Knowledge Requirements
• Experience as a Medical Assistant is required.
• Strong interpersonal and communication skills with the ability to interact professionally with patients, providers, and external agencies.
• Excellent organizational skills with the ability to prioritize tasks, multitask, and manage time effectively in FQHC setting.
• Ability to demonstrate cultural competence, empathy, and professionalism in all patient interactions.
• Strong critical thinking and problem-solving skills, especially when navigating insurance barriers, prior authorizations, and community resources.
• Proficiency in electronic health records (EHR) systems—experience with systems commonly used in FQHCs (e.g., NextGen, eClinicalWorks, Athena) preferred.
• Ability to maintain accurate records while ensuring compliance with HIPAA and FQHC regulatory requirements.
• Reliable, flexible, and able to adapt to a fast-paced, team-oriented environment.
• Knowledge of FQHC operations, including sliding fee scale processes, care coordination protocols, and community health workflows.
• Strong understanding of referral coordination, care management, and population health practices.
• Working knowledge of medical terminology, specialty care processes, and clinical documentation standards.
• Familiarity with insurance requirements for Medicaid, Medicare, and managed care plans commonly utilized by FQHC patients.
• Understanding of social determinants of health (SDoH) and how they affect access to care and follow‑through on referrals.
• Knowledge of Health Information Management (HIM) practices, including release of information, medical record requests, and documentation compliance.

Physical Demands

• The physical demands described here are representative of those that must be met by the employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear, and use hands and fingers to operate a computer and telephone keyboard reach.
• Specific vision abilities required by this job include close vision requirements due to computer work.

Light to moderate lifting is required.

Work Environment

• The work environment characteristics described here are representative of those the employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
• Ability to work in a confined area.
• Ability to sit at a computer terminal for an extended period of time.
• Ability to lift up to 25 pounds

Travel or Special Requirements

Driving during the workday, as well as local or out-of-state travel, may be required to perform job duties.

• This job description includes the essential job functions and responsibilities of the job.
• I understand that it is not inclusive of every task inherent to the job.
• In addition, I understand that it may occasionally require assignment of tasks not specifically covered in this job description.
• Duties, responsibilities, and activities may change at any time with or without notice.
• I understand that I will comply with reasonable requests from my supervisor.