Referral Specialist, YM CARE Center

Yale University; New Haven (CT); Remote; USD 36,000 - 52,000; Full time

Job summary

Yale University in New Haven, CT seeks a Referral Specialist to be the central contact for patient referrals and ambulatory scheduling within a specialty. The role requires knowledge of medical practices, excellent communication, and HIPAA compliance.

Remote work is available for Connecticut-based candidates; typical hours are 8:30am-5pm. Candidate must live in Connecticut and have strong organizational and scheduling experience.

Qualifications

• Strong initiative with independent judgement in patient/caller interactions.
• Outstanding interpersonal and customer service skills. Communicate with care team and patients.
• Ability to handle high call volume and manage multiple tasks with attention to detail.
• Proficient in English grammar and HIPAA compliant handling of sensitive information.

Responsibilities

• Oversees and coordinates administrative, program, and office activities.
• Provides information to students, staff, and faculty on policies and procedures.
• Greets visitors and screens telephone calls; responds to information requests.
• Coordinates travel arrangements and meetings; manages supplies.

Skills

Active listening

Customer service

Communication

Attention to detail

HIPAA compliance

Reliability

Phone handling

Spanish (preferred)

Education

Bachelor's degree

Associate's degree

High school diploma

Tools

EPIC scheduling

Electronic medical records

Multi-line telephones

ACD call queues

In-basket messages/communication

Job description

Working at Yale means contributing to a better tomorrow. Whether you are a current resident of our New Haven-based community, eligible for opportunities through the New Haven Hiring Initiative, or a newcomer, interested in exploring all that Yale has to offer, your talents and contributions are welcome. Discover your opportunities at Yale!

Overview

Within a team-based organizational structure and following departmental/specialty processes, the Referral Specialist acts as the central point of contact for all medical office activity related to patient referrals for a specific specialty. Applies substantial knowledge of medical practices and terminology to critically evaluate all incoming referrals and oversees the coordination and scheduling of all patient ambulatory referrals for the appropriate specialty. Serves as the main contact for all new patient referrals and serves as the principal source of new patient scheduling information for referring provider offices, patients and schedulers. Serves as a principal source of information to patients and others on department/specialty specific scheduling policies, providers, procedures and locations. This opportunity is currently remote in CT. Candidates are encouraged to provide a cover letter. Hours for this position are 8:30am-5pm.

Candidate MUST live in Connecticut.

Required Skills And Abilities

• High degree of initiative with the ability to use sound independent judgement and critical thinking in order to effectively and appropriately manage patient/caller interactions. Ability to utilize active listening skills to accurately assess and direct callers to the appropriate resource.
• Outstanding interpersonal skills. Warm and compassionate communication style. Extraordinary customer service skills with proven ability to professionally and effectively interact with all members of the patient's care team, including but not limited to: the patient, parent, primary care provider, etc. Demonstrated actions as a caring and motivated team player.
• Demonstrated ability to handle heavy phone volume. Ability to perform a variety of routine job tasks to meet occasional conflicting demands, time pressures, deadlines or emergencies. Strong organizational skills with a proven ability to pay attention to detail on a wide variety of complex matters.
• Well-developed and competent in English language, grammar, spelling and punctuation to type accurately, enter all patient information and review medical records. Ability to deal with confidential and sensitive patient information in a professional manner while complying with all HIPAA regulations.
• Proven record of exemplary attendance, punctuality, and reliability.

Preferred Skills And Abilities

• Proven experience scheduling in a high-volume healthcare related call center/medical practice.
• Comprehensive knowledge of medical terminology.
• EPIC scheduling, messaging (i.e. in-basket messages), telephone encounter, and chart review skills.
• Proven experience using an electronic medical record system and multi-line telephones. Proven experience with ACD lines, and call queues.
• Spanish speaking.

Principal Responsibilities

• Oversees and coordinates administrative, program, and office activities. Establishes, selects, implements, and coordinates office procedures and systems. Serves as principal source of information to students, staff, and faculty on policies, procedures, programs, and office activities. 2. Oversees, instructs, and coordinates activities of support staff. Oversees the preparation of materials for grants, contracts and budgets. Monitors expenditures and reconciles financial statements. 3. Provides editorial support for a journal/publication. Proofreads and edits material for grammatical and factual accuracy. Tracks copy through various editing and production stages. Communicates with authors, printers, and others concerned with published work. 4. Determines administrative, facility, and equipment needs for symposia, lectures, seminars, and conferences. Assembles and arranges for necessary items. Determines sources of data. Compiles, synthesizes and manipulates data. Summarizes findings and writes reports or portions of reports. 5. Greets visitors. Answers and screens telephone calls. Assesses nature of business. Responds to requests for information and provides assistance. Screens and responds to mail. 6. Formats, keyboard, proofread, and edits correspondence, reports, manuscripts, grants, and other material. Assembles attachments and corresponding material. Reviews outgoing material for completeness, dates, and signatures. Composes substantive correspondence and written material. 7. Coordinates travel arrangements. Schedules and coordinates meetings and appointments. Orders and maintains inventory of supplies. Takes minutes or dictation. Performs additional functions incidental to office activities.

Required Education And Experience

Six years of related work experience, four of them in the same job family at the next lower level, and high school level education; or four years of related work experience and an Associate's degree; or little or no work experience and a Bachelor's degree in a related field; or an equivalent combination of experience and education.

Job Posting Date

11/13/2026

Job Category

Administrative Support

Bargaining Unit

L34

Compensation Grade

Labor Grade D

Hourly Range

$31.83

Benefits

A general description of the benefits to be offered with this Clerical and Technical position is available at:

Yale Benefits

Time Type

Full time

Duration Type

Staff

Work Model

Remote

Background Check Requirements

All candidates for employment will be subject to pre-employment background screening for this position, which may include motor vehicle, DOT certification, drug testing and credit checks based on the position description and job requirements. All offers are contingent upon the successful completion of the background check. For additional information on the background check requirements and process visit "Learn about background checks" under the Applicant Support Resources section of Careers on the It's Your Yale website.

Health Requirements

Certain positions have associated health requirements based on specific job responsibilities. These may include vaccinations, tests, or examinations, as required by law, regulation, or university policy.

Posting Disclaimer

The hiring rate of a role is determined in accordance with the provisions outlined in the respective collective bargaining agreement.

The intent of this job description is to provide a representative summary of the essential functions that will be required of the position and should not be construed as a declaration of specific duties and responsibilities of the position. Employees will be assigned specific job-related duties through their hiring department.

The University is committed to basing judgments concerning the admission, education, and employment of individuals upon their qualifications and abilities and seeks to attract to its faculty, staff, and student body qualified persons from a broad range of backgrounds and perspectives. In accordance with this policy and as delineated by federal and Connecticut law, Yale does not discriminate in admissions, educational programs, or employment against any individual on account of that individual’s sex, sexual orientation, gender identity or expression, race, color, national or ethnic origin, religion, age, disability, status as a special disabled veteran, veteran of the Vietnam era or other covered veteran.

Note

Yale University is a tobacco-free campus.