Clinical Referrals & Scheduling Specialist

Dartmouth Health; Lebanon (NH); On-site; USD 25,000 - 39,000; Full time

Job summary

Dartmouth Health is seeking a Referral Services Associate in Lebanon, NH, to manage referrals, scheduling, and patient communications across the care continuum. The role supports providers and staff, handles inquiries, and ensures timely processing of authorizations and follow-ups.

The position emphasizes accuracy in scheduling, effective patient interactions, and collaboration with internal teams to optimize the referral workflow. Strong computer skills and attention to detail are essential.

Qualifications

• High school diploma or equivalent with 1 year experience in a provider office.
• Knowledge of insurance benefit programs and medical terminology.
• Ability to effectively interact with providers, staff, patients and insurance plan representatives.
• Able to prioritize multiple tasks.
• Must have prior computer experience, excellent communication skills, and attention to detail.

Responsibilities

• Responds to patient calls providing general information and education.
• Greets patients arriving for appointments, provides appropriate questionnaire(s), answer questions and assists patients with completion of forms and use of technology.
• Assesses needs of patients without appointments and processes requests for prescriptions, forms, appointments or need to speak directly to clinical support.
• Reviews schedules daily for accuracy in scheduling, needed ancillaries and incoming records and makes adjustments as needed.
• Completes any follow up needs for patients as directed by the After Visit Summary (i.e., booking appointments, scheduling lab and radiology exams or arranging for any external procedures).
• Receives incoming phone calls from providers, other staff or external provider offices and patients.
• Monitors and completes system messages in a timely manner to meet patients’ needs.
• Completes Authorizations and Pre Certifications for all external and stat procedures to ensure patients receive services in a timely manner.
• Reviews all provider schedules at the end of day to identify and contact those patients who require follow up and processes letters to no shows.
• Supports providers and staff in addressing patient questions/concerns.
• Monitors the waiting room for patients in distress and seeks assistance when needed.
• Manages multiple in-baskets by monitoring, prioritizing and properly routing the messages.
• Acts as liaison between primary care physicians & specialists outside DH.
• Monitors referral work queues for internal and external referrals.
• Implements and monitors DH policies and procedures.
• Delivers mail to mail room and picks up mail to be distributed within department on a daily basis, completes monthly tracers and weekly BCA system checks.
• Performs other duties as required or assigned.

Skills

Communication

Interpersonal skills

Task prioritization

Education

High school diploma or equivalent

Job description

Dartmouth Health is seeking a Referral Services Associate in Lebanon, NH, to manage referrals, scheduling, and patient communications across the care continuum. The role supports providers and staff, handles inquiries, and ensures timely processing of authorizations and follow-ups.

The position emphasizes accuracy in scheduling, effective patient interactions, and collaboration with internal teams to optimize the referral workflow. Strong computer skills and attention to detail are essential.