Referral Specialist

About Company

Betty Jean Kerr People’s Health Centers provides quality health care and social services to thousands of uninsured and medically underserved. Our mission is to enhance the quality of life for all residents of the community by providing healthcare that is comprehensive, equitable and trauma informed, including primary care, dental and behavioral health services rooted in compassion, hope, dignity, and cultural competency.

PHC is committed to serving the impoverished, uninsured populations in St. Louis and St Louis County communities. With three (3) conveniently located health centers, three (3) behavioral health sites and a friendly welcoming staff, PHC aspires to serve all the health care and wellness needs of the entire family.

The Referral Specialist plays a critical role in connecting clients or patients with appropriate services, resources, or professionals to meet their specific needs. This position requires a thorough understanding of the referral process, excellent communication skills, and the ability to build and maintain strong relationships with both internal teams and external partners. The Referral Specialist ensures that referrals are handled efficiently and accurately, facilitating timely access to services that improve client outcomes.

By managing referral documentation and tracking progress, this role supports organizational goals related to client satisfaction and service delivery. Ultimately, the Referral Specialist acts as a vital liaison, enhancing coordination and continuity of care or service within the community or organization.

• High school diploma or equivalent.
• Experience in customer service.
• Strong organizational skills with the ability to manage multiple referrals simultaneously.
• Proficiency in using computer systems and software for documentation and communication.
• Excellent verbal and written communication skills.

• Knowledge of confidentiality regulations such as HIPAA (if applicable).
• Experience working with diverse populations.

• Evaluate client or patient needs to determine appropriate referral options based on established criteria and available resources.
• Coordinate and facilitate referrals by communicating with clients, service providers, and internal departments to ensure smooth transitions.
• Maintain accurate and up-to-date records of all referrals, including documentation of communications and follow-up activities.
• Develop and nurture relationships with external agencies, service providers, and community organizations to expand referral networks.
• Monitor referral outcomes and provide feedback to relevant stakeholders to improve service quality and client satisfaction.

The Referral Specialist utilizes strong communication skills daily to effectively interact with clients, colleagues, and external partners, ensuring clarity and empathy in all exchanges. Organizational skills are essential for managing multiple referrals, tracking progress, and maintaining detailed records to support accountability and follow-up. Problem-solving abilities help the specialist identify the best referral options tailored to individual client needs while navigating complex service systems.

Technological proficiency enables efficient use of databases, electronic health records, or case management software to document and monitor referrals. Additionally, interpersonal skills foster trust and collaboration, which are crucial for building and sustaining a broad network of service providers and community resources.