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Description
Serve as the primary bridge between patients, families, and healthcare providers, coordinating transitions of care, explaining services and policies, securing authorizations, and guiding admission and discharge decisions.
  • • Explain admission criteria, coverage policies, and post-acute services to patients, families, and referral sources.
  • • Coordinate communication among patients, families, physicians, case managers, payers, and partner facilities.
  • • Triage patient or family inquiries and complaints related to transitions of care, route to appropriate staff, and ensure timely resolution.
  • • Conduct preadmission screenings and interviews to identify clinical needs, goals, and barriers to discharge.
  • • Match patients to the appropriate level of care and services, arrange referrals, and coordinate admission logistics.
  • • Verify benefits, discuss financial responsibilities, and obtain payer authorizations for services.
  • • Track and report referral volume, conversion rates, and outcomes; recommend process improvements.
  • • Develop and distribute educational and outreach materials for patients, families, and referral partners.
  • • Coordinate education for patients and caregivers on home services and durable medical equipment.
  • • Advise teams on compliance, documentation, risk management, and quality measures affecting patient placement.
  • • Stay current on regulations, payer rules, and best practices through literature review and professional development.
  • • Maintain an up-to-date network of post-acute providers and community resources.
  • • Provide training to clinical and administrative staff on referral workflows, patient rights, and service offerings.
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Tasks & skills: O*NET occupational data (work activities, skills, knowledge). Learn more
Sources & Standards: This site includes information from O*NET by the U.S. Department of Labor, Employment and Training Administration (USDOL/ETA), used under the CC BY 4.0 license. Career Clutch has modified some of this information for student readability. USDOL/ETA has not approved, endorsed, or tested these modifications. O*NET® is a trademark of USDOL/ETA.
Last reviewed: Jan 2026
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