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Client Engagement Specialist: Streamlining Intake and Referral Processes

Diversified Technologies Inc. (DTI)

3181 SW Sam Jackson Park Rd, Portland, OR 97239

Job Location:

3181 Southwest Sam Jackson Park Road, Portland, OR 97239


Intake Referral Coordinator

  • 5×8 8:30-5pm Monday-Friday
  • Fully Remote (including Orientation)
  • LOCAL ONLY please unless willing to use their own equipment
  • IF Local, Equipment will be provided
  • Requirements:

    • Bachelor’s degree plus 2 years exp working in ambulatory health care clinic OR
    • Associate degree plus 4 years exp working in ambulatory health care clinic OR HS Diploma plus 6 years exp working in ambulatory health care clinic.
    • 1 yr exp in medical office setting, including high volume of patient phone calls, high level of multitasking, and scheduling.
    • Basic computer keyboarding skills required
    • Proficient computer skills including word processing.
    • Extremely high level of attention to detail
    • Preferred: Exp using Epic


  1. Process incoming referrals

    • a. Process incoming referrals and verify that the information received is accurate and complete
    • b. Verify correct information for referral based on Intake Matrix
    • c. Route referral in Epic to correct department work queue
  2. Identify initial medical records needed

    • a. Use scheduling Matrix to identify medical records that are needed for medical review or patient visit
    • b. Send initial request(s) for those records

Job Type:



$23.00 – $24.00 per hour


  • Insurance verification: 3 years (Preferred)
  • Process incoming referrals: 3 years (Preferred)
  • Epic: 3 years (Preferred)
  • Ambulatory health care clinic: 3 years (Preferred)

Work Location:


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