Referral Scheduling Specialist

Southwoods Health; Boardman Township (OH); On-site; USD 35,000 - 48,000; Full time

Job summary

Southwoods Health in Boardman, OH, is seeking a full-time Referral Scheduling Specialist to serve as the vital link between patients and providers. You will manage the flow of patient referrals, scheduling encounters accurately and efficiently.

The role requires 1–2 years of medical referrals experience, strong communication, EMR proficiency, and attention to detail. You will support training of call center staff and ensure high-quality scheduling workflows.

Qualifications

• 1–2 years of experience handling medical office referrals.
• Familiar with medical terminology, insurance workflows, and healthcare office operations.
• Excellent customer service and patient de-escalation skills.
• Proficient with EMR databases and insurance verification systems.
• Strong attention to detail and organizational skills.

Responsibilities

• Schedule appointments via outbound calls and patient guidance.
• Process and track referrals in ARM and EMR worklists.
• Verify patient demographics and insurance data for billing.
• Coordinate with physicians to obtain clinical documentation.
• Follow up to ensure scheduling and pre-appointment instructions.
• Assist in training call center staff on referral protocols.

Skills

Customer service

EMR systems

Insurance verification

Medical terminology

Detail oriented

Job description

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.