• Process incoming referrals by reviewing documentation for accuracy, completeness, and eligibility, and entering required information into internal systems.
• Assist with obtaining follow up documentation, including outreach to providers, clients, or vendors to secure missing or updated records required to advance referrals.
• Schedule appointments efficiently, ensuring proper alignment of client needs, provider availability, and program requirements. Manage and maintain the shared intake inbox, triaging all incoming communication, responding to inquiries, and routing messages to the appropriate team members promptly.
• Coordinate with external vendors to confirm availability, provide updates, and ensure smooth scheduling workflows.
• Track and monitor referral statuses, following up proactively to prevent delays and maintain accurate documentation.
• Support continuous workflow improvement by collaborating with the intake team and identifying opportunities for process optimization.
• Perform any other job related duties as requested.

• High School or GED required
• Associates degree preferred
• Two (2) years experience in healthcare setting preferred
• Experience in working with scheduling system (EHR/EMR platforms and shared inbox tools (Outlook shared mailboxes) required
• Bilingual - verbal and communication required

• Fluency (speaking, reading, and writing) in multiple languages as determined by needs of business is required
• High attention to detail when reviewing documents, entering data, and managing schedules.
• Above average typing speed with strong precision (40 WPM with 98% accuracy), and the ability to quickly learn and navigate various computer systems, tools, and platforms.
• Professional and clear communication style when interacting with clients, providers, and vendors.
• Strong customer service mindset, demonstrated through timely and professional responses to inquiries.
• Strong organizational and time management abilities, with the capacity to manage high volume referrals and competing deadlines.
• Strong follow through to ensure referrals progress without avoidable delays.
• Effective problem-solving skills to identify scheduling conflicts, missing information, and process gaps, and to provide practical solutions.
• Analytical thinking to identify missing information, anticipate scheduling conflicts, and escalate concerns when needed.
• Adaptability and resilience in fast paced, high-volume environments.

• None

• General office environment; may be required to sit or stand for extended periods of time
• Travel is not typically required

Compensation Range:

CareSource takes into consideration a combination of a candidate’s education, training, and experience as well as the position’s scope and complexity, the discretion and latitude required for the role, and other external and internal data when establishing a salary level. In addition to base compensation, you may qualify for a bonus tied to company and individual performance. We are highly invested in every employee’s total well-being and offer a substantial and comprehensive total rewards package.

Compensation Type (hourly/salary):

Organization Level Competencies

• Fostering a Collaborative Workplace Culture

• Cultivate Partnerships

• Develop Self and Others

• Drive Execution

• Influence Others

• Pursue Personal Excellence

• Understand the Business

This job description is not all inclusive. CareSource reserves the right to amend this job description at any time. CareSource is an Equal Opportunity Employer. We are dedicated to fostering an environment of belonging that welcomes and supports individuals of all backgrounds.