SUMMARY:

The Clinical Referral Coordinator provides customer service to DASCO’s referral sources and 

their claimants/patients. This may include activities such as inbound/outbound call handling, 

verifying insurance coverage, obtaining authorizations, securing and reviewing required 

documentation, processing orders, completing follow-up and educating referrals and patients on 

coverage, equipment, and supplies.

ESSENTIAL FUNCTIONS:

1. Answers inbound phone calls, responds to inquiries in a thorough, accurate, timely 

and courteous manner, completes outbound follow-up calls as needed.

1. Accurately completes and/or updates new patient records; gathering all necessary 

demographic, medical, insurance and other data as required per policy and 

procedure.

1. Completes insurance verifications and obtains prior authorizations in compliance 

with reimbursement guidelines, customer rules, and DASCO policy and 

procedures.

1. Processes orders in a timely and accurate manner per all applicable policies and 

procedures, schedules deliveries, provides confirmation to referral sources. Notifies 

Team Lead or Manager of issues that hinder process, unsatisfied customers, or 

any other significant negative customer service circumstance.

1. Accurately and clearly documents all activity in patient records. Maintains privacy 

of information in compliance with HIPAA and other applicable rules and regulations.

1. Secures payment or arranges payment plan whenever the opportunity presents 

itself.

1. Works in partnership with Referral Intake, Branch, Sales Representatives and all 

other DASCO departments to support overall customer service excellence.

1. Works periodic reports as assigned to complete necessary follow-up, record keeping and other related department functions.
2. Other duties as assigned by the Manager.

REQUIRED EDUCATION AND/OR EXPERIENCE:

1. High School diploma or GED equivalent.
2. Professional licensure or certification such as LPN/LVN, RT, RN
3. Six months’ inbound customer service experience

PREFERRED EDUCATION AND/OR EXPERIENCE:

1. Six months’ experience in healthcare/medical/insurance/DME customer service role

ADDITIONAL QUALIFICATIONS:

None.

COMPETENCIES:

Service / client focus

Detail-oriented

Flexibility

Results driven

Stress management

POSITION TYPE/EXPECTED HOURS OF WORK:

This is a full-time position, Monday through Friday, 8:00 a.m. to 5:00 p.m. and work at 

home scheduling possible based on department need and individual performance.

SUPERVISORY RESPONSIBILITY:

This position has no supervisory role.

WORK ENVIRONMENT:

This job operates primarily in a professional office environment unless employee works 

at home, and routinely using standard office equipment such as computers, phones, 

photocopiers, filing cabinets and fax machines.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by 

an employee to successfully perform the essential functions of this job.

The employee is typically required to sit; frequently stands, occasionally required to 

climb or balance; and stoop, kneel, crouch or crawl. The employee must occasionally lift 

and/or move up to 10 pounds and rarely lift and/or move up to 25 pounds. Specific 

vision abilities required by this job include both close and distance vision, color and 

peripheral vision, depth perception and ability to adjust focus.

TRAVEL:

Travel is not typically required for this position.

OTHER DUTIES:

Please note this job description is not designed to cover or contain a comprehensive 

listing of activities, duties or responsibilities that are required of the employee for this 

job. Duties, responsibilities and activities may change at any time with or without notice.

EEO STATEMENT:

DASCO provides equal employment opportunities (EEO) to all employees and 

applicants for employment without regard to race, color, religion, sex, national origin, 

age, disability or genetics. In addition to federal law requirements, DASCO complies 

with applicable state and local laws governing nondiscrimination in employment in every 

location in which the company has facilities. This policy applies to all terms and 

conditions of employment, including recruiting, hiring, placement, promotion, 

termination, layoff, recall, transfer, leaves of absence, compensation and training.

DASCO expressly prohibits any form of workplace harassment based on race, color, 

religion, gender, sexual orientation, gender identity or expression, national origin, age, 

genetic information, disability, or veteran status. Improper interference with the ability of 

DASCO’s employees to perform their job duties may result in discipline up to and 

including discharge

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