Referral Coordinator (CPhT)

Company: CSI Pharmacy
Location: Plano
Posted on: January 19, 2026

Job Description:

At CSI Pharmacy (CSI), we are on a mission to provide Specialty Pharmacy services to patients with chronic and rare illnesses in need of complex care. CSI is a rapidly growing national Specialty Pharmacy. Whether you work directly with patients or behind the scenes in support of the business and its employees, you will use your expertise, experience, and skills to support our patients and our mission. Summary The Referral Coordinator gathers and communicates all relative information and preparation instructions to patient and referring providers. The Referral Coordinator will obtain prior authorizations, complete benefit request and process pre-certs. Pay Range: $25 - $27/hr (DOE) Location: Plano, TX Schedule: (On-Site) Monday - Friday, 8:30am - 5:00pm *NOTE: Must have valid and active pharm tech license or be willing to obtain one within first 90 days of starting. Essential Duties and Responsibilities include the following. Other duties may be assigned, as necessary. - Coordinates the authorization and pre-cert process for each assigned referral. - Follows up on referrals receipt - Processes referrals for requested services, ensuring timely and thorough completion. - Monitors referral request for completeness and takes appropriate steps to review, request and obtain additional information when requested services are incomplete or inconsistent with scope of service. - Provides accurate data entry of referral or authorization information into the electronic medical record. - Sends complete information to patient’s insurance (when applicable) and referring specialist to coordinate referral. - Handles telephone calls in a friendly, courteous, and sensitive manner. - Interacts collaboratively with clinical staff, sales team, and insurance team. - Ensures referral is completed according to the department guidelines and within the appropriate timeframe. - Makes outreach efforts to insurances, patients, specialist offices and care team as set forth by department guidelines and clinical priorities. - Complies with all company policies, instructions, and directives for the fulfillment of company objectives and maximum profitable sales. - Completes and submits all required reports in a timely manner. - Maintains current files and other records in accordance with company instructions and requirements. - Provides high quality services to the home-care patient and the home-care referral source. - Consistently represents the company in a professional manner. - Maintains effective working relationships and cooperates with all personnel in the company. - Adheres to the company’s compliance requirements as stated in the policy and procedure manual and all other related policies. - Performs other duties and responsibilities as assigned. Qualification Requirements To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Provide the highest level of professionalism, responsiveness, and communication in order to build and maintain the maximum customer base possible. - Must possess the ability to multi-task and frequently change direction. Education and/or Experience - 2yrs of relevant experience required - Must obtain Pharmacy Technician License w/in 90 days of start date - Specialty Home infusion experience preferred (IVIG / SCIG / Biologics) but not required - General knowledge/experience with pharmacy payors and medical payors is preferred - Strong customer service and communication skills are required - Ability to multitask in a high demand environment is required 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to talk or hear. The employee regularly is required to stand, walk, sit, climb stairs, use hand to finger, handle or feel objects, tools, or controls; and reach with hands and arms. The employee frequently lifts and/or moves up to 20 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job generally operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. While performing the duties of this position, the employee may travel by automobile and be exposed to changing weather conditions. Comments This description is intended to describe the essential job functions, the general supplemental functions, and the essential requirements for the performance of this job. It is not an exhaustive list of all duties, responsibilities, and requirements of a person so classified. Other functions may be assigned, and management retains the right to add or change the duties at any time. NOTICE: Successful completion of a drug screen prior to employment is part of our background process, which includes medical and recreational marijuana. By supplying your phone number, you agree to receive communication via phone or text. By submitting your application, you are confirming that you are legally authorized to work in the United States. JR JR251047

Keywords: CSI Pharmacy, Lewisville , Referral Coordinator (CPhT), Healthcare , Plano, Texas