Referral Specialist

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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

1. 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.
2. 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.
3. 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.
4. 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.
5. Proven record of exemplary attendance, punctuality, and reliability.

Preferred Skills and Abilities

1. Proven experience scheduling in a high-volume healthcare related call center/medical practice.

2. Comprehensive knowledge of medical terminology.

3. EPIC scheduling, messaging (i.e. in-basket messages), telephone encounter, and chart review skills.

4. Proven experience using an electronic medical record system and multi-line telephones. Proven experience with ACD lines, and call queues.

5. Spanish speaking.

Principal Responsibilities

1. 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

Compensation Grade Profile

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 basedon 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 throughtheir 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.

Inquiries concerning Yale's Policy Against Discrimination and Harassment may be referred to the Office of Institutional Equity and Accessibility (OIEA).

Note

Yale University is a tobacco-free campus.