About this Remote Clinical Referral Coordinator role at Pearl
Work From Anywhere in LATAM or the Philippines
Work Schedule: US Timezone (Flexible) │ 3–5 hours daily overlap with US business hours
About Pearl Talent
Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund.
Hear why we exist, what we believe in, and who we’re building for: Watch here
About the Client
A healthcare technology company that builds AI-powered workflow software for independent neurology practices is looking for a Clinical Referral Coordinator to own the review and qualification of incoming patient referrals.
Founded in 2023, the company supports 7 neurology practices and more than 140 providers. Its platform automates about 80% of referral processing. The remaining cases need a trained reviewer who can read clinical documents and apply each practice’s rules accurately.
About the Role
Day-to-day, you will review referrals in the company’s internal system, read clinical notes and imaging reports, and decide whether each referral is accepted, needs more information, or is denied. You will also call patients to schedule approved appointments and collect missing information. A co-founder reviews every decision during your ramp. Success means qualifying 50–60% of straightforward referrals on your own by day 30 and handling the full queue independently by day 90.
Core Responsibilities
Clinical Referral Qualification
- Review incoming neurology referrals and decide to accept, request more information, or deny based on practice-specific rules
- Read multi-page clinical documents, including MRI reports, prior neurologist notes, and primary care summaries, to find details that change a decision
- Confirm all required documents are present before a referral moves to scheduling
- Record the rationale for every decision in the internal comments field
Patient Communication & Scheduling
- Call patients to schedule appointments once referrals are approved
- Contact patients or referring offices to collect missing clinical or insurance information
- Log call outcomes and follow-ups in the referral system
Quality & Ramp
- Qualify 50–60% of straightforward referrals independently within the first 30 days
- Apply feedback from full decision review to reduce errors through day 90
- Escalate unclear or edge-case referrals before making a decision
- Learn and apply new qualification rules as additional practices are onboarded
Requirements
Must-Have
- 2+ years in a healthcare operations role with clinical document review in scope (referral coordination, prior authorization, utilization review, or medical records review)
- Hands-on review of multi-page clinical documents, including physician notes, specialist assessments, and MRI or imaging reports
- Experience applying clinical or practice-specific criteria to accept, deny, or request more information on referrals or authorizations
- Working knowledge of medical terminology, including telling document types apart (e.g., imaging report vs. imaging order)
- Outbound patient call experience for appointment scheduling or collecting missing information
- Experience supporting US-based healthcare providers, practices, or health systems
- English at C1+ (CEFR) for live, unscripted calls with US patients
Nice-to-Have
- Neurology or other complex specialty referral experience (oncology, multi-specialty)
- Athena Health EHR, or another named US EMR such as Epic or eClinicalWorks
- Healthcare BPO background serving US specialty or multi-specialty practices
- Experience working with automated or AI-assisted intake or referral systems
Benefits
- Competitive Salary: Based on experience and skills
- Remote Work: Fully remote—work from anywhere
- Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
- Generous PTO: In accordance with company policy
- Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
- Direct Mentorship: Guidance from international industry experts
- Learning & Development: Ongoing access to resources for professional growth
- Global Networking: Connect with professionals worldwide
Our Recruitment Process
- Application
- Screening
- Skills Assessment
- Topgrading Interview
- Client Interview
- Job Offer
- Client Onboarding
Ready to Join Us?
If you’re empathetic, organized, and passionate about improving patient experiences through operational excellence, this role is for you. Apply now to help make specialized healthcare more accessible to patients across the U.S.
