The Program and Referral Coordinator will be integrated into the healthcare team to promote patient centered care, have frequent contact with primary care providers and the medical home team, and support the closed-loop referral process.

• Maintains ongoing tracking and appropriate documentation of referrals in eClinicalWorks to promote medical team awareness and patient-centered care.
• Ensures complete and accurate registration, including patient demographic and current insurance information.
• Assembles information concerning patient's clinical background and referral needs.
• Where necessary, conducts pre-authorizations for referrals.
• Reviews details and expectations about the referral with patients.
• Schedules referral visits in a timely manner and informs patient of scheduled appointments in person or via phone.
• Ensures that referrals are addressed in a timely manner and conducts appropriate follow-up on all open referrals.
• Demonstrates ongoing commitment to customer service excellence and supports the customer service plan. Practices and adheres to Stamford Health’s “Code of Conduct” philosophy, SHMG’s Standards for Service Excellence and organizational values of: Teamwork, Integrity, Compassion, Respect and Accountability.
• Completes required continuous training and education, including department specific requirements.
• Complies with departmental organizational policies and procedures and adheres to external agency requirements.
• Manage and coordinate schedule for weight management physicians, physician assistant, and RN
• Maintain clear understanding of weight management program protocols and product lines and pricing
• Responsible for maintaining and organizing Optifast meal replacement program
• Coordinate Optifast pick up orders, calculate product costs, and prepare appropriate documentation to patient
• Maintain inventory and ordering for Optifast products
• Accurately and securely collect and process all financials for products sold
• Document and organize patient transactions for record keeping
• Other duties and responsibilities, as required
• Performs other duties as assigned.

• High School Diploma or equivalent with a minimum of three years of related medical office experience required.
• Demonstrated strong interpersonal, organizational skills.
• Effective communication skills, both verbal and written English proficiency required.
• Ability to function independently with minimal supervision within the scope of knowledge and authority of the position.
• Solid phone/customer service skills.
• Knowledge of office equipment operation (medical group electronic health record, telephone system, fax machine, copy machine, etc.).
• Ability to handle sensitive and confidential information.
• Careful attention to detail.
• Ability to work both in a team and independently.
• Ability to demonstrate professionalism.