Referral Scheduling Specialist

Southwoods Health; Boardman Township (OH); On-site; USD 35,000 - 50,000; Full time

Job summary

Southwoods Health in Boardman, OH is seeking a full-time Referral Scheduling Specialist to manage patient referrals and scheduling across internal and external physicians.

You will handle high-volume calls, verify insurance, and keep EMR records accurate, ensuring smooth patient flow and timely appointments. This role requires strong communication and detail orientation in a centralized office.

The schedule is Monday–Friday, 7:30 AM – 4:00 PM at Southwoods Executive Centre.

Qualifications

• 1–2 years of experience handling medical office referrals.
• Familiarity with medical terminology and insurance workflows.
• Excellent customer service with professional de-escalation.
• Proficient with EMR databases and insurance verification.

Responsibilities

• Make high-volume outbound calls to schedule appointments.
• Process and track physician and facility referrals in ARM/EMR.
• Update patient demographics and verify insurance for billing.
• Coordinate with physician offices for needed documentation.
• Follow up to ensure scheduling and pre-appointment instructions.
• Train and mentor call center staff on referral protocols.

Skills

Medical terminology

Customer service

De-escalation

Attention to detail

Tools

EMR systems

Insurance verification software

Job description

Position:Referral Scheduling Specialist

Location: Boardman, OH

Job Id:2997-PJF 910

# of Openings:1

Referral Scheduling Specialist
Location: Southwoods Executive Centre, Boardman, OH
Schedule: Full-Time, Monday – Friday, 7:30 AM – 4:00 PM

Position Overview

Southwoods Health is seeking a full-time Referral Scheduling Specialist for our centralized business office. This position serves as the vital link between patients and providers. The specialist manages the flow of patient referrals for both internal and external physicians, ensuring every medical encounter is scheduled accurately and efficiently.

Key Responsibilities

• Patient Access: Conduct high-volume outbound calls to schedule appointments and guide patients through the registration process.
• Referral Management: Process, track, and maintain accurate records of physician and facility referrals using ARM and EMR worklists.
• Data Integrity: Update patient demographic records and utilize insurance verification software to ensure clean billing and clinical care coordination.
• Provider Coordination: Partner with initiating physician offices to gather necessary clinical documentation for timely scheduling.
• Follow-Up: Monitor referred patients to confirm they are scheduled appropriately and have all necessary pre-appointment instructions.
• Team Support: Assist in training and mentoring call center staff on referral protocols and best practices.

Qualifications

• Experience: 1–2 years of experience handling medical office referrals is preferred.
• Industry Knowledge: Strong familiarity with medical terminology, insurance workflows, and healthcare business office operations.
• Communication: Exceptional customer service skills with a proven ability to handle patient de-escalation professionally.
• Technical Skills: Proficiency with electronic medical records (EMR) databases and insurance verification systems.
• Core Competencies: High attention to detail, strong problem-solving abilities, and an organized approach to managing workloads.