referral manager

TRISTAR

<div>POSITION SUMMARY:
Work directly with the Supervisor and Manager to provide additional resources for the case management staff. This position does not provide any clinical review or decisions.
This individual is responsible for monitoring incoming correspondence received. The coordinator will ensure the referrals are set up in the case management system and promptly assigned to the case manager. The Referral Coordinator will answer incoming calls, screen, respond and route the calls. This position requires the ability to work independently to meet deadlines, as well as an excellent phone demeanor and a desire to provide exceptional customer service. The position requires knowledge of medical terminology, the understanding of referral criteria by client and/or jurisdictions. The referrals may be for WC Utilization Review and or Case Management services.
Responsibilities of the position include, but are not limited to:<ul><li>
Set up of member within the case management system</li><li>
Assist incoming calls to the case management referral department
</li><li>Monitor dedicated referral emails to review for new referrals and correspondence</li></ul><ul><li>
Monitor workflow of referrals and identify areas where daily assistance is needed</li><li>
Work with the branch locations and staff to complete and provide necessary information for referrals
</li><li>Process all referrals and correspondence within 24 hours of receipt</li><li>
Maintain daily/monthly referral logs
</li><li>Identify trends and/or issues in referral patterns and communicate them with management.</li></ul>
***Other duties as assigned
Additional Functions and Responsibilities
<ul><li>Demonstrates ability to meet administrative requirements, including productivity, time management and Quality Assurance standards
</li><li>Maintain documentation standards adhering to URAC standards and company policy and procedures</li><li>
Maintain confidentiality- Knowledge of laws and regulations pertaining to HIPPA and PHI</li><li>
Other job duties as assigned
</li></ul>Education: High school diploma required. Medical or Managed Care background preferred and/ or Certified Medical Assistant
Experience: Experience in healthcare and or managed care related fields, Minimum of one year of working in a medical or managed care environment preferred. Medical Terminology preferred.
Knowledge, Skills and Abilities:
<ul><li>Experience in healthcare related fields</li><li>
Strong communication skills; customer service mindset; team player.</li><li>
Adheres to professional standards, codes of ethics, system and department policies and procedures.
</li><li>Incorporates the philosophies of continuous quality improvement, customer service and teamwork into daily routine</li><li>
Excellent typing and keyboard skills (35-40wpm)</li><li>
Ability to work in a variety of computer systems proficiently</li><li>
Ability to navigate a Windows environment, utilize Outlook, and the ability to create, edit, save and send documents utilizing Microsoft Word and Microsoft Excel</li><li>
Ability to work within a paperless environment</li></ul>
Equipment Operated/Used:
Essential Equipment: Desk, Telephone/Fax, Computer Keyboard, Mouse, System Applications
Essential Tools: Pens, pencil, computer, Keyboard
Essential Vehicles: N/A
Special Equipment or Clothing:
Professional attire adhering to the Company Dress Code
Here is some benefits that you can enjoy in this role:<ul><li>
Medical, Dental &amp; Vision Insurance</li><li>
Life &amp; Disability Insurance</li><li>
401(k) Plan</li><li>
Paid time off</li><li>
Paid holiday</li></ul>
<div><div>MENTAL AND PHYSICAL REQUIREMENTS</div><div><div> 
1. MENTAL EFFORT
a. Reasoning development:
Follow one- or two-step instructions; routine, repetitive task.
Carry out detail but uninvolved written or verbal instructions; deal with a few concrete variables.
Follow written, verbal, or diagrammatic instructions; several concrete variables.
X Solve practical problems; variety of variables with limited standardization; interpret instructions.
Logical or scientific thinking to solve problems; several abstract and concrete variables.
Wide range of intellectual and practical problems; comprehend most obscure concepts.</div></div><div><div> 
b. Mathematical development:
Simple additional and subtraction; copying figures, counting, and recording.
Add, subtract, multiply, and divide whole numbers.
X Arithmetic calculations involving fractions, decimals, and percentages.
Arithmetic, algebraic, and geometric calculations.
Advanced mathematical and statistical techniques such as calculus, factor analysis, and probability determination.
Highly complex mathematical and statistical techniques such as calculus, factor analysis, and probability determination; require theoretical application.</div></div><div><div> 
c. Language development:
Ability to understand and follow verbal or demonstrated instructions; write identifying information; request supplies verbally or in writing.
Ability to file, post, and mail materials; copy data from one record to another; interview to obtain basic information such as age, occupation, and number of children; guide people and provide basic direction.
Ability to transcribe dictation; make appointments and process mail; write form letters or routine correspondence; interpret written work instructions; interview job applicants.
X Ability to compose original correspondence, follow technical manuals, and have increased contact with people.
Ability to report, write, or edit articles for publication; prepare deeds, contracts or leases, prepare and deliver lectures; interview, counsel, or advise people; evaluate technical data.</div></div><div><div> 
2. PHYSICAL EFFORT
a. Physical activity required to perform the job:
Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
X Light work:
a. Exerting up to 20 pounds of force occasionally
b. Exerting up to 10 pounds frequently
c. Exerting a negligible amount of force constantly to move objects
(If the use of arm and/or leg controls requires exertion of forces greater than that for Sedentary Work and the worker sits most of the time, the job is rated for Light Work).
Medium work:
a. Exerting up to 50 pounds of force occasionally
b. Exerting up to 20 pounds of force frequently
c. Exerting up to 10 pounds of force constantly to move objects
Heavy work:
a. Exerting up to 100 pounds of force occasionally
b. Exerting up to 50 pounds of force frequently
c. Exerting up to 20 pounds of force constantly to move objects
Very heavy work:
a. Exerting in excess of 100 pounds of force occasionally
b. Exerting in excess of 50 pounds of force constantly to move objects
c. Exerting in excess of 20 pounds of force constantly to move objects 
</div></div> 
<div><div><ul><li>Visual requirements necessary to perform the job:</li></ul>
Far vision: clarity of vision at 20 feet or more
X Near vision: clarity of vision at 20 inches or less
X Mid-range vision: clarity of vision at distances of more than 20 inches and less than 20 feet
Depth perception: the ability to judge distance and space relationships, so as to see objects where and as they actually are
Color vision: ability to identify and distinguish colors
Field of vision: ability to observe an area up or down or to the right or left while eyes are fixed on a given point
</div></div> 
</div><div><div>2. PHYSICAL EFFORT (cont.) 
FREQUENCY</div><div><div> 
c. Physical activity necessary to perform the job and frequency (e.g., continually, frequently, or occasionally):
Climbing: Ascending or descending ladders, stairs, scaffolding, ramps, poles, and the like, using feet and legs and/or hands and arms. Body agility is emphasized. This factor is important if the amount and kind of climbing required exceeds that required for ordinary locomotion.
Balancing: Maintaining body equilibrium to prevent falling when walking, standing, or crouching on narrow, slippery, or erratically moving surfaces. This factor is important if the amount and kind of balancing exceeds that needed for ordinary locomotion and maintenance of body equilibrium.
Stooping: Bending body downward and forward by bending spine at the waist. This factor is important if it occurs to a considerable degree and requires full use of the lower extremities and back muscles.
Kneeling: Bending legs at knee to come to a rest on knee or knees.
Crouching: Bending the body downward and forward by bending legs and spine.
Crawling: Moving about on hands and knees or hands and feet.
Reaching: Extending hand(s) and arm(s) in any direction.
Standing: Particularly for sustained periods of time.
Walking: Moving about on foot to accomplish tasks, particularly for long distances.
Pushing: Using upper extremities top press against something with steady force in order to thrust forward, downward, or outward.
Pulling: Using upper extremities to extent force in order to drag, haul, or tug objects in a sustained motion.
Foot
Motion: Using feet to push pedals.
Lifting: Raising objects from a lower to a higher position or moving objects horizontally from position to position. This factor is important if it occurs to a considerable degree and requires substantial use of the upper extremities and back muscles.
X Fingering: Picking, pinching, typing, or otherwise working with fingers rather than with the whole hand or arm as in handling.
X Grasping: Applying pressure to an object with the fingers and palm. 
</div><div>Frequently
Occasionally
</div></div> 
</div><div><div>2. PHYSICAL EFFORT (cont.) 
FREQUENCY</div><div><div> 
X Talking: Expressing or exchanging ideas by means of the spoken word. Those activities in which workers must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.
X Hearing: Perceiving the nature of sounds with or without correction. Ability to receive detailed information through verbal communication and to make fine discriminations in sound, such as when making find adjustments on machined parts.
Feeling: Perceiving attributes of objects, such as size, shape, temperature, or texture by touching with skin, particularly that of fingertips.
X Repetitive Substantial movements (motions) of the wrists, hands,
Motion: and/or fingers.</div><div> 
Regularly
Regularly
Frequently</div></div></div></div>

Case Management Assistant - Referrals

Vertus HealthCare

<div>
 We are seeking a friendly, empathetic, and detail-oriented Clinical Intake/Scheduler to join our team at Vertus HealthCare. We are a leading home care agency servicing Palm Beach, Okeechobee, Vero, Indian River and Port St. Lucie.
 
 
 The Clinical Intake/Scheduler is responsible for the overall coordination of the Home Health Agency referrals under the direct supervision of the Director of Nursing/ Clinical Manager. The Intake Coordinator is a resource person for referral sources and works closely with other members of the team to ensure adequate coordination and transition occurs to home health. The Intake Coordinator
 
 MUST
 
 have extensive knowledge of the regulatory guidelines governing home health admissions.
 
 
 
 Responsibilities:
 
 
 
 <ul>
 <li>
 Receive referrals from physicians, facilities and staff and enter the referrals in the EMR.
 </li>
 <li>
 Ensure all demographic information is accurate on the referral form based on eligibility (Medicare and non-Medicare requirements).
 </li>
 <li>
 Enter non-admitted information into Alora Plus (Software) with details in coordination notes if no visit was made. Communicates non-admitted status to referral sources and/or Sales Managers along with the reason for non-admission.
 </li>
 <li>
 May be required to perform patient visits and /or participate in on-call rotation.
 </li>
 <li>
 Function as staff nurse PRN if applicable.
 
 
 
 </li>
 </ul>
 
 Administrative:
 
 
 
 <ul>
 <li>
 Follow up on automated eligibility alerts.
 </li>
 <li>
 Communicate with the Billing Manager if the insurance carrier is not Medicare to ensure verification of benefits occurs. Communicates benefit information with referral source as necessary.
 </li>
 <li>
 Scans referral paperwork timely to ensure that it is made available to field staff. Communicates acceptance of referrals clearly with referral sources.
 
 
 
 </li>
 </ul>
 
 Required Experience/Skills:
 
 
 
 <ul>
 <li>
 Graduate of an approved school of professional nursing, LVN / LPN or RN and licensed in the state in FL.
 </li>
 <li>
 Must possess a minimum of two years&rsquo; experience in the health care industry and one year&rsquo;s experience in home health.
 </li>
 </ul>
</div>

Clinical Intake Coordinator/Scheduler

The Counseling Center, Inc.

<div>JOB SUMMARY
The Primary Case Manager provides needs assessments, communication with referral sources, and assists clients with managing case with insurance company/JBFS. Scheduling and managing all medical appointments, linkage to community resources to meet client needs. Utilizing internal tracking processes and following Standard Operating Procedures to ensure best outcomes.
ESSENTIAL FUNCTIONS
Essential functions are duties which are essential and primary to the position or the reason the position exists. An individual must be able to perform the essential functions of the position with or without reasonable accommodation.
The Primary Case Manager is an integral role in carrying out the mission of The Counseling Center, Inc., by performing the following duties:
<ul><li>Assesses needs of client, assists in development of treatment plan, and gathers information upon admission to ensure communication with referral sources, medical providers and payees are completed in timely manner.
</li><li>Assists in obtaining supportive services to aid the client in their personal goals in recovery through the services of the agency or through referral to other agencies or programs. Assist clients in accessing community resources and provides supportive services.
</li><li>Provides group and individual services to improve coping and daily living skills in an environment that is conducive to recovery efforts.
</li><li>Provides written documentation for client services in compliance with agency, OAC and compliance department standards. Case Manager will assist in the development of treatment plans, weekly communication with referral sources, and any other vested party. Initiates all correspondence and paperwork related to needs assessments and client service reports (i.e., letters, progress notes, rosters, trackers, mailing lists)
</li><li>Attends weekly clinical staffing to assist with the discharge planning for aftercare, communication with referral sources, JBFS/insurance companies, and make referral.
</li></ul>SECONDARY FUNCTIONS
Secondary functions are duties, which are not exclusive of the position, can be performed by other positions; however, secondary duties are to be performed for the efficiency of The Counseling Center, Inc.
<ul><li>Performs other duties as assigned by the Program Coordinator/Director.
</li></ul>COMPETENCIES
<ul><li>Demonstrates Knowledge in Substance use disorders, community psychiatric supportive treatment, ASAM LOC, medical necessity.
</li><li>Demonstrates understanding of clinical practice and performance including understanding of the process of assessment, treatment, and confidentiality.
</li><li>Ability in effective communication, interpersonal skills, written communication
</li><li>Ability to complete all documentation in accordance with agency policy.
</li><li>Effective time management/organizational skills.</li></ul>
MINIMUM QUALIFICATIONS, INCLUDING TRAINING AND EXPERIENCE
<ul><li>High School Diploma or equivalent, Behavioral Science Degree preferred.
</li><li>Knowledge in Substance use disorders, community psychiatric supportive treatment, ASAM Level of Care and medical necessity.
</li><li>12-Step Recovery knowledge
</li><li>Valid Ohio Driver&rsquo;s License and ability to maintain insurability preferred.
</li><li>Maintain CPR/First Aid treatment preferred.
</li><li>Maintains applicable agency training courses, attends weekly supervision.</li></ul></div>

Primary Case Manager

Reclamation Center

About Reclamation CenterReclamation Center is a growing behavioral health organization providing outpatient psychiatric services and expanding treatment programs. We are committed to delivering high-quality, compliant, patient-centered care while strategically growing our presence within the behavioral health and substance use treatment market.We are seeking a dynamic, strategic, and results-driven Business Development Manager to lead growth initiatives, establish referral partnerships, and expand our footprint across healthcare, community, and payer networks.Position OverviewThe Business Development Manager will be responsible for driving organizational growth through strategic partnerships, referral development, community outreach, and market expansion. This role requires strong knowledge of healthcare marketing, relationship management, payer networking, and behavioral health industry trends.The ideal candidate is proactive, relationship-oriented, data-driven, and capable of developing long-term growth strategies while producing measurable results.Key Responsibilities1. Strategic Growth &amp; Market Expansion<ul><li>Develop and execute a comprehensive business development plan aligned with organizational goals.</li><li>Identify new market opportunities within:</li><li>Behavioral health</li><li>Psychiatric outpatient services</li><li>Substance use treatment programs</li><li>Healthcare systems and provider networks</li><li>Analyze market trends, competitor activities, and service gaps to inform strategic planning.</li><li>Support expansion initiatives for new service lines and treatment programs.</li></ul>2. Referral Network Development<ul><li>Establish and maintain referral relationships with:</li><li>Hospitals and emergency departments</li><li>Primary care providers</li><li>Federally Qualified Health Centers (FQHCs)</li><li>Private practices</li><li>Community mental health agencies</li><li>Detox facilities and residential programs</li><li>Assisted living facilities and nursing homes</li><li>Conduct in-person and virtual outreach meetings.</li><li>Develop referral agreements and partnership contracts when applicable.</li><li>Track referral sources and conversion rates.</li></ul>3. Payer &amp; Community Relations<ul><li>Assist in strengthening relationships with:</li><li>Medicaid managed care organizations</li><li>Commercial insurance providers</li><li>Community agencies</li><li>Represent Reclamation Center at community events, health fairs, and professional networking forums.</li><li>Promote services in compliance with healthcare marketing regulations.</li><li>Maintain awareness of Florida Medicaid, AHCA, and DCF regulations impacting service growth.</li></ul>4. Sales &amp; Revenue Development<ul><li>Lead negotiations and close partnership agreements.</li><li>Prepare and present proposals tailored to potential partners.</li><li>Collaborate with leadership to set growth targets and revenue goals.</li><li>Develop pipelines and track sales performance metrics.</li><li>Identify grant opportunities and strategic collaborations to support expansion.</li></ul>5. Marketing Collaboration<ul><li>Work closely with marketing to:</li><li>Develop targeted outreach campaigns</li><li>Enhance digital presence</li><li>Optimize lead generation strategies</li><li>Provide feedback on branding, messaging, and competitive positioning.</li><li>Ensure all marketing materials are compliant with healthcare regulations.</li></ul>6. CRM &amp; Data Management<ul><li>Utilize CRM systems (e.g., Salesforce or similar) to:</li><li>Track leads</li><li>Document outreach efforts</li><li>Monitor referral patterns</li><li>Analyze performance data</li><li>Prepare detailed reports on business development activities and outcomes.</li><li>Use analytics to guide data-driven decision-making.</li></ul>7. Cross-Functional Coordination<ul><li>Collaborate with:</li><li>Clinical leadership</li><li>Operations team</li><li>Admissions/intake staff</li><li>Finance department</li><li>Ensure smooth onboarding of new referral partners.</li><li>Align growth initiatives with operational capacity.</li></ul>QualificationsRequired Education &amp; Experience<ul><li>Bachelor&rsquo;s degree in Business Administration, Healthcare Administration, Marketing, or related field (Master&rsquo;s preferred).</li><li>Minimum 3&ndash;5 years experience in business development, healthcare sales, or behavioral health outreach.</li><li>Proven track record of achieving growth targets.</li><li>Experience working in healthcare, mental health, or substance use treatment settings strongly preferred.</li></ul>Preferred Experience<ul><li>Experience in behavioral health or addiction treatment marketing.</li><li>Familiarity with Florida healthcare systems and referral networks.</li><li>Understanding of Medicaid managed care structures.</li><li>Experience launching or expanding healthcare programs.</li></ul>Core Competencies<ul><li>Strong sales and negotiation skills</li><li>Strategic planning and execution ability</li><li>Proficiency in CRM software (Salesforce preferred)</li><li>Excellent written and verbal communication skills</li><li>Strong relationship-building capabilities</li><li>Analytical and data-driven decision-making skills</li><li>Ability to manage multiple initiatives simultaneously</li><li>Knowledge of healthcare compliance and marketing standards</li></ul>Performance Expectations<ul><li>Meet or exceed referral growth targets.</li><li>Establish measurable increases in strategic partnerships.</li><li>Maintain accurate CRM tracking and reporting.</li><li>Demonstrate ROI on outreach and marketing initiatives.</li><li>Contribute to long-term strategic growth planning.</li></ul>Work Environment<ul><li>Combination of office-based work and community outreach.</li><li>Local travel required for meetings and networking.</li><li>Occasional attendance at industry events.</li></ul>What We Offer<ul><li>Competitive salary (based on experience)</li><li>Performance-based incentive opportunities</li><li>Leadership involvement in strategic planning</li><li>Growth opportunities within expanding treatment programs</li><li>Collaborative and mission-driven culture</li></ul>Pay: $30.00 - $40.00 per hourBenefits:<ul><li>Dental insurance</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Work Location: Hybrid remote in Fort Lauderdale, FL 33309

Business Development Manager

ProfitSolv

<div>ProfitSolv is a SaaS business services provider for the legal and accounting industry. We are looking for a Channel Partner Manager to join our growing team!
The Channel Partner Manager owns the day-to-day execution of the SMB Legal partner program for CosmoLex and TimeSolv. This is a builder seat, not a maintenance seat. You will personally activate partners, recruit new partners into the program, drive monthly referral volume, and run the co-sell cadence with our Account Executives. 
 
This role separates execution from architecture. The Director, Channel Sales owns program design, executive engagement, technology alliances, and senior partner coverage. You own activation, recruitment, co-sell, pipeline, and operations. The two roles run concurrently and the partnership between them is the program. 
 
You will succeed if you are equal parts ambitious salesperson and trusted advisor. Partners refer when they trust you. Pipeline grows when you are on the phone. We need both.
What we provide:
<ul><li>Opportunity to Invest in Your Future. We offer a 401K match.
</li><li>Paid Time Off. Enjoy paid time off and paid holidays.
</li><li>Great Coverage. Take advantage of health, dental, and vision HSA and FSA policies.
</li><li>A Great Team. Collaborate with smart, curious, hardworking individuals.
</li><li>Performance Compensation. Be rewarded for your hard work with performance-based merits.
</li><li>Remote Work. Want to work from home? No problem!</li></ul> 
 
As a Channel Partner Manager, you will:
<ul><li>Own the day-to-day relationship with every active SMB Legal partner in the CosmoLex and TimeSolv ecosystem.</li>
<li>Drive consistent monthly referral volume through structured cadences, partner check-ins, and proactive outreach.</li>
<li>Identify and remove the friction points that prevent partners from referring more often.</li>
<li>Run a structured outbound prospecting motion to grow the active partner base.</li>
<li>Source, qualify, and close legal consultants, bookkeepers, fractional COOs, and adjacent service providers who serve SMB law firms.</li>
<li>Hit a recruitment target of 5 new partners recruited &amp; onboarded per month by month 6 and 12 by month 12. This should generate 10 to 24 incremental SQOs.</li>
<li>Coordinate AE and partner activity on every partner-sourced opportunity.</li>
<li>Operate deal registration discipline and partner-gated protocols inside Salesforce.</li>
<li>Step into deals when partner involvement materially changes the win probability.</li>
<li>Monitor partner-registered leads end to end, from first touch to closed won.</li>
<li>Track AE follow-through using Gong and Salesforce, and escalate stalled deals to the Director, Channel Sales.</li>
<li>Surface partner-sourced pipeline trends in the weekly EMO reporting cadence.</li>
<li>Match inbound leads to partners and ensure proper attribution at the lead and opportunity level.</li>
<li>Run partner onboarding from contract signature through first referral.</li>
<li>Reconcile referral payments monthly with Finance and resolve any partner-side commission disputes.</li>
</ul>
This position follows established policies and procedures to keep confidential information secure. 
 
A great fit for this position has:
<ul><li>High-output operator who navigates ambiguity without losing momentum, owns outcomes end to end, and has a documented record of exceeding quota in fast-moving environments.</li>
<li>5 to 7 years of channel-adjacent revenue experience, ideally as a senior BDR, senior SDR, or junior Partner Account Manager in B2B SaaS.</li>
<li>Demonstrated track record of carrying a quota, hitting it, and operating with phone-first urgency.</li>
<li>Direct experience working with channel partners, resellers, referral partners, or consultants in a co-sell or referral-led motion.</li>
<li>Working command of Salesforce, including lead and opportunity hygiene, partner attribution fields, and reporting.</li>
<li>Operating proficiency with sales engagement and conversation intelligence platforms (Gong, Outreach, Salesloft, or equivalent).</li>
<li>Excellent written and verbal communication. You are credible across a partner CEO, an SMB law firm owner, and an internal AE in the same day.</li>
</ul>Additional Desired Qualifications:
<ul><li>Direct experience in legal technology, professional services, or accounting and bookkeeping software.</li>
<li>Prior exposure to a tiered partner program (Select, Preferred, Elite or equivalent) and tier-driven economics.</li>
<li>Experience operating inside or alongside a Partner Relationship Management (PRM) platform.</li>
<li>Familiarity with the SMB law firm operating model, including practice management, trust accounting, and time and billing workflows.</li>
<li>Ability to sit for extended periods and work on a computer</li>
<li>Must be able to lift up to 15 pounds occasionally</li>
<li>Ability to travel as required</li>
</ul>
Our commitment to you: 
At ProfitSolv, we are committed to being a diverse and inclusive workplace as an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. We embrace a diverse group of backgrounds and experiences to connect with clients, solve problems, and innovate. 
 
Work location: Remote &ndash; U.S. only</div>

Channel Partner Manager - Remote

Soleo Health

<div>Description:

Soleo Health is seeking a Clinical Transition Coordinator to support our Mobile, AL specialty infusion pharmacy. Join us in Simplifying Complex Care!
RN License required.
Soleo Health Perks:<ul><li>
Competitive Wages</li><li>
401(k) with a Match</li><li>
Referral Bonus</li><li>
Paid Time Off</li><li>
Great Company Culture</li><li>
Paid Parental Leave Options</li><li>
Affordable Medical, Dental, and Vision Insurance Plans</li><li>
Company Paid Disability and Basic Life Insurance</li><li>
HSA and FSA (including dependent care) Options</li><li>
Education Assistance Program</li></ul>
The Position:
The Clinical Transition Coordinator will primarily work closely with physicians in various specialty areas, case managers, internal sales, clinical and operations team members to coordinate a patient&rsquo;s care transition from hospital or healthcare facility to an alternative site of care. In addition to providing a significant level of patient and family education related to their illness and planned treatment, this function will be responsible to secure new referral sources in collaboration with the local territory manager and local operations manager. The position will assist patients in their transfer to alternative sites of care only after the patient&rsquo;s physician has ordered homecare services and the patient has selected the company as their provider of choice.
Responsibilities include:<ul><li>
Sales Support/Patient Referral: Work with the Regional Vice President and sales team to strategize and secure new referral sources in a geographic market. Work collaboratively with the local territory manager to gain new referrals from physicians, case managers, and other potential points of call. Promotes the company internally and externally while assisting in the development of strategic planning initiatives.</li><li>
Patient Coordination: Works closely with multidisciplinary team to maintain and implement up-to-date coordinated care plan to transition to an alternative site; communicates with all members of the healthcare team on behalf of the patient. Provide feedback to healthcare providers regarding the acceptance and progress of patients and document all demographic, clinical, and payer information. Assists branch staff in securing necessary paperwork and signatures needed to commence therapy and submit for payer reimbursement, as necessary.</li><li>
Nurse Liaison: Communicates with referring physician&rsquo;s office as appropriate to the patient and physician&rsquo;s needs. Works with hospital case management as a liaison between the company and healthcare providers, including discussing the benefits of specialty infusion services and clinical outcomes.</li><li>
Patient/Family Education: Conducts pre-discharge hospital patient visits at the healthcare provider&rsquo;s request to determine the need and eligibility for specialty infusion services; introduces the company upon acceptance of a healthcare provider&rsquo;s referral and explains available services and financial/payer responsibilities to patient prior to discharge. Works with marketing and sales team to educate physicians and facilities on available specialty infusion services. Serves as a patient advocate and conduit to the company.</li><li>
Administrative: Maintains accurate, and submits on a timely basis: expense reports, referral tracking, mileage reports, territory reports, sales plans and other documents and training programs mandated by the company, as appropriate.</li></ul>
Schedule:
Monday-Friday 8:30am-5pm
Weekends as needed
Requirements:
<ul><li>Bachelor's degree or medical background preferred.</li><li>
RN License required</li><li>
Minimum five (5) years of clinical experience, home health field or management experience preferred.</li><li>
Knowledge of hospitals, skilled nursing/rehab facilities including case management and discharge planning service needs.</li><li>
Advanced practice expertise to identify and implement improvement processes, and the ability to design, direct and implement health care plans on behalf of the patient.</li></ul>
About Us: Soleo Health is an innovative national provider of complex specialty pharmacy and infusion services, administered in the home or at alternate sites of care. Our goal is to attract and retain the best and brightest as our employees are our greatest asset. Experience the Soleo Health Difference!
Soleo&rsquo;s Core Values:<ul><li>
Improve patients&rsquo; lives every day</li><li>
Be passionate in everything you do</li><li>
Encourage unlimited ideas and creative thinking</li><li>
Make decisions as if you own the company</li><li>
Do the right thing</li><li>
Have fun!</li></ul>
Soleo Health is committed to diversity, equity, and inclusion. We recognize that establishing and maintaining a diverse, equitable, and inclusive workplace is the foundation of business success and innovation. We are dedicated to hiring diverse talent and to ensuring that everyone is treated with respect and provided an equal opportunity to thrive. Our commitment to these values is evidenced by our diverse executive team, policies, and workplace culture.
Soleo Health is an Equal Opportunity Employer, celebrating diversity and committed to creating an inclusive environment for all employees. Soleo Health does not discriminate in employment on the basis of race, color, religion, sex, pregnancy, gender identity, national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an organization, parental status, military service or other non-merit factor.
Keywords: Now hiring, hiring now, immediately hiring, hiring immediately
#INDALL</div>

Clinical Transition Coordinator - RN

Doctor Referral Institute

<div>Company Description
Doctor Referral Institute serves specialty practices in the medical and dental field around the country, providing face-to-face representation with an experienced team and system to referral sources. Doctor referrals are the #1 marketing strategy for specialty practices, pharmacies and hospitals to attract new high-quality patients. A healthcare providers office being busy has nothing to do with them being profitable. DRI offers customized referral systems tailored for single practitioners to large group practices and has been the country&rsquo;s leader in referral development for the last 15 years.
Introduction: We are seeking a motivated and dynamic Business Development manager to join our growing team at Doctor Referral Institute. The ideal candidate must have existing relationships in healthcare and will be responsible for signing up physicians, medical practices, and healthcare organizations for our referral development system that grows the quality and profitability of the practice. This is an excellent opportunity for individuals who have relationships in the healthcare industry and are looking to build a large residual income. We have a turn key proven system for the team member to utilize.
Key Responsibilities:<ul><li>
Develop and sign contracts with specialists, and other healthcare providers in the medical or dental industry using our proven system.</li><li>
Serve as the primary point of contact for physicians and medical practices to facilitate communication and provide information about our services.</li><li>
Identify opportunities for new business development</li><li>
Monitor physician feedback and relay relevant insights to leadership to improve service offerings.</li></ul>
Qualifications:<ul><li>
Proven experience in medical sales, pharma sales, physician liaison, sales, or healthcare business development (2-3 years preferred).</li><li>
Must have existing healthcare relationships.</li><li>
Strong communication and interpersonal skills with the ability to build relationships at all levels.</li><li>
Excellent organizational skills with the ability to manage multiple tasks simultaneously.</li><li>
Ability to work independently and as part of a team in a fast-paced environment.</li><li>
Proficiency in Microsoft Office Suite and CRM tools.</li><li>
Knowledge of healthcare industry trends, terminology, and regulations is a plus.</li></ul>
What We Offer:<ul><li>
Turnkey system for rapid growth.</li><li>
Competitive pay.</li><li>
Large residual income and opportunities for growth.</li><li>
Professional development and training opportunities.</li><li>
A collaborative and supportive work environment.</li><li>
Opportunities for career advancement.</li></ul></div>

Business Development- Healthcare Sales

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