Scheduling Coordinator

Insight Global; Tyler (TX); On-site; USD 40,000 - 56,000; Full time

Job summary

Insight Global in Tyler, TX is seeking a detail‑oriented Patient Access/Referral Coordinator to ensure timely onboarding of new patients and accurate referral processing.

You will serve as a liaison between referring providers, clinical teams, and patients, manage the referral workflow, verify demographics and insurance, and maintain records in the practice management system. A high school diploma and healthcare experience are preferred, with strong MS Office skills and HIPAA compliance.

Qualifications

• High School diploma or equivalent required.
• Knowledge of healthcare workflows and referral management best practices.
• Experience with Microsoft Office (Outlook, Word, Teams, and Excel) required.
• Proficiency with medical terminology and insurance benefits and eligibility verification.
• Two (2) years patient access and/or referral management experience in healthcare preferred with progressive responsibility or equivalent combination of education and work experience.

Responsibilities

• Serve as a key liaison between referring providers, clinical teams, and new patients to ensure timely, accurate, and compassionate coordination of care.
• Manage the full continuum of the new patient referral process, ensuring all referrals are processed efficiently and in alignment with departmental standards.
• Assess patient needs independently to prioritize and triage referrals, ensuring timely access to care based on clinical urgency.
• Actively follow up with referring providers to obtain missing medical records, diagnostic results, and documentation critical to patient onboarding.
• Collect and verify patient demographic, insurance, and referral information to ensure a seamless registration and scheduling experience.
• Accurately create and update patient accounts in the practice management system, maintaining data integrity and readiness for clinical review.
• Conduct insurance eligibility and benefit investigations to support financial transparency and patient preparedness.
• Provide patients with clear, compassionate communication regarding appointment logistics, including time, location, directions, and preparation instructions.
• Facilitate a welcoming onboarding experience by distributing and reviewing new patient paperwork and educational resources.
• Maintain and adjust physician schedules to ensure new patients are appropriately and efficiently scheduled.
• Collaborate closely with clinical and administrative teams to accommodate scheduling needs and rescheduling requests without disrupting care continuity.
• Ensure all patient records are accurately documented and updated in designated systems, supporting informed decision-making across care teams.
• Review and validate the completeness of medical records during the registration process to support clinical readiness.
• Escalate complex or time-sensitive issues to the appropriate department or supervisor to ensure timely resolution and patient satisfaction.
• Uphold all organizational policies, healthcare regulations, and accreditation standards, including HIPAA, in every interaction and process.
• Contribute to a culture of excellence by supporting additional duties as assigned and continuously seeking opportunities to improve the patient experience.

Skills

Healthcare workflow knowledge

Referral management experience

Microsoft Office proficiency

Medical terminology & insurance

Patient access experience

Education

High School diploma or equivalent

Tools

PMS / EHR platforms

Job description

• - High School diploma or equivalent required.
• - Knowledge of healthcare workflows and referral management best practices.
• - Experience with Microsoft Office Products (Outlook, Word, Teams, and Excel) required.
• - Proficiency with medical terminology and insurance benefits and eligibility verification.
• - Two (2) years patient access and/or referral management experience in healthcare preferred with progressive responsibility or equivalent combination of education and work experience.

Nice to Have Skills & Experience

• - Knowledge of multiple PMS and EHR platforms preferred.

Job Description

• - Serve as a key liaison between referring providers, clinical teams, and new patients to ensure timely, accurate, and compassionate coordination of care.
• - Manage the full continuum of the new patient referral process, ensuring all referrals are processed efficiently and in alignment with departmental standards.
• - Assess patient needs independently to prioritize and triage referrals, ensuring timely access to care based on clinical urgency.
• - Actively follow up with referring providers to obtain missing medical records, diagnostic results, and documentation critical to patient onboarding.
• - Collect and verify patient demographic, insurance, and referral information to ensure a seamless registration and scheduling experience.
• - Accurately create and update patient accounts in the practice management system, maintaining data integrity and readiness for clinical review.
• - Conduct insurance eligibility and benefit investigations to support financial transparency and patient preparedness.
• - Provide patients with clear, compassionate communication regarding appointment logistics, including time, location, directions, and preparation instructions.
• - Facilitate a welcoming onboarding experience by distributing and reviewing new patient paperwork and educational resources.
• - Maintain and adjust physician schedules to ensure new patients are appropriately and efficiently scheduled.
• - Collaborate closely with clinical and administrative teams to accommodate scheduling needs and rescheduling requests without disrupting care continuity.
• - Ensure all patient records are accurately documented and updated in designated systems, supporting informed decision-making across care teams.
• - Review and validate the completeness of medical records during the registration process to support clinical readiness.
• - Escalate complex or time-sensitive issues to the appropriate department or supervisor to ensure timely resolution and patient satisfaction.
• - Uphold all organizational policies, healthcare regulations, and accreditation standards, including HIPAA, in every interaction and process.
• - Contribute to a culture of excellence by supporting additional duties as assigned and continuously seeking opportunities to improve the patient experience.