About the role

Join Synergy’s dynamic referral operations team as an

Electronic Referral Specialist ! We are seeking a detail driven

and highly organized professional to serve as the critical first point of contact for all electronically received referrals. In this fast paced

and rewarding role, you will ensure that every referral entering

our

e portals

is accurately reviewed, accepted, and routed to the

appropriate home

health or hospice operation.

About the Role

The Electronic Referral Specialist

is responsible for

monitoring, managing, and processing all incoming referrals received through our electronic referral portals. This role is essential in ensuring referrals are promptly accepted, accurately triaged, and efficiently directed to the correct agency location.

Key Responsibilities

Electronic Referral Monitoring

Continuously

monitor
designated electronic referral portals (such as
CarePort , Mosai/ Forcura , hospital
e referral
systems, and other integrated platforms) to ensure all incoming referrals are
identified
in real time.

Referral Review & Acceptance

Evaluate each referral to confirm it is
appropriate for
home health or hospice services, ensuring service type, location, and payer alignment are correct before acceptance.

Referral Routing

Accurately route accepted referrals to the correct home health or hospice operation based on service area, payer requirements, and organizational structure.

Data Verification

Review

submitted

referral documents for completeness, verifying that key demographic, clinical, and service details are present before handing off to the intake or eligibility teams.

Portal Communication

Respond promptly within the portal to acknowledge receipt, request missing information, or decline inappropriate referrals per established guidelines.

Collaboration

Communicate effectively with internal intake, eligibility, and authorization teams to ensure a seamless handoff and prevent workflow delays.

Tracking & Accountability

Maintain

an organized queue of all referral activity, documenting timestamps, acceptance status, and routing paths to support compliance and reporting.

Compliance

Ensure all referral acceptance processes meet regulatory, contractual, and
payer specific
requirements.

Qualifications

Required

Minimum of 1 year of healthcare office, patient access, scheduling, intake, or referral management experience; Home Health or Hospice
experience strongly
preferred.
Experience working in or ability to quickly learn electronic referral platforms ( CarePort ,

Forcura

/Mosai, hospital EHR referral feeds, etc.).
Demonstrated ability to navigate EMR systems; familiarity with Homecare Homebase (HCHB) is a major plus.
Basic knowledge of Medicare, Medicaid, and commercial insurance terminology.

Understanding of

home health and hospice service types, referral sources, and documentation expectations.

Skills and Competencies

Exceptional attention to detail and accuracy, especially in
high volume
electronic environments.
Strong organizational skills with the ability to manage multiple referral queues simultaneously.
Excellent written communication skills for professional portal messaging and documentation.
Ability to work efficiently in a fast paced , deadline driven
setting.

Strong

critical thinking
skills to
identify
referral discrepancies or misrouted requests.
A collaborative, professional, and proactive approach to workflow coordination.
If you are eager to contribute your organizational skills and play a critical role in supporting seamless patient transitions across our home health and hospice network, apply to be our