Ambulatory Clinic Coordinators: Referral Workflow Mapping

We are running a paid study on the daily operations of ambulatory clinics and small medical practices. Our primary focus is understanding how referral coordination actually happens on the ground. This mapping will help us evaluate the friction points involved in specialist scheduling and prior authorizations.

This session is part of an AI training project focused on ambulatory referral coordination. You will walk through your clinic's referral process from start to finish, describing how you pull referral details from clinical notes and how you manage prior authorizations. You will also talk through the challenges you run into when scheduling with outside specialists. Your input helps train an AI model on real-world outpatient workflows, and the discussion stays focused on ambulatory topics without touching on inpatient care or revenue cycle management.

We are looking for referral coordinators, clinic managers, and medical administrators with direct experience in small ambulatory settings. You should have hands-on knowledge of prior authorizations and specialist scheduling. We welcome medical assistants, referral specialists, and practice managers who handle these workflows daily.

• Walk us through your process for pulling referral orders from clinical notes.
• Detail the steps you take to secure prior authorizations for specialist visits.
• Explain how you coordinate scheduling between your clinic and external providers.
• Identify common bottlenecks in your daily referral workflows.

• Professional experience in a small clinic or ambulatory care setting.
• Direct responsibility for referral coordination or specialist scheduling.
• Familiarity with handling prior authorization workflows.
• Comfortable discussing administrative clinical processes in a remote interview.

• You will be engaged as an independent contractor.
• This is a fully remote opportunity that can be completed on your own schedule.
• Opportunities can be extended, shortened, or concluded early depending on needs and performance.
• Your participation will not involve access to confidential or proprietary information from any employer, client, or institution.
• Payments are processed weekly based on services rendered.
• We are unable to support H1-B or STEM OPT candidates at this time.