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Schedule Appointments Specialist
Indeed
Full-time
Onsite
No experience limit
No degree limit
C. 50 499D, Parque de la Mejorada, Centro, 97000 Mérida, Yuc., Mexico
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Description

Summary: The Referral Specialist ensures a positive patient experience through outbound outreach, scheduling, and initial guidance, connecting patients to appropriate podiatric care. Highlights: 1. Key role in ensuring positive patient experiences 2. Focuses on outbound patient outreach and scheduling 3. Thrives in fast-paced environments, supporting and informing patients **About the Role** The **Referral Specialist** plays a key role within our clinical and call center teams, ensuring every patient receives a positive, supportive, and efficient experience. This role focuses on **outbound patient outreach**, **appointment scheduling**, **information confirmation**, and **initial patient guidance**. By understanding patient needs and visit reasons, the Referral Specialist helps ensure patients are connected with the most appropriate podiatric care clinic. **Key Responsibilities** **Patient Outreach & Scheduling** * Make outbound calls to patients to schedule appointments. * Clearly communicate appointment details, visit expectations, and next steps. * Match patients to the appropriate clinic based on symptoms and care needs. **Information Verification & Documentation** * Confirm and update patient demographics, visit reasons, and insurance information. * Accurately document all call outcomes and interactions within the EHR or CRM system. * Maintain detailed and secure patient records in alignment with internal protocols. **Patient Safety & Triage Awareness** * Assess urgency based on patient‑reported symptoms. * Escalate scheduling concerns when immediate or same‑day attention may be necessary. **Productivity & Workflow Management** * Follow assigned work schedules and meet daily/weekly performance metrics. * Work efficiently from call queues and maintain high‑volume outreach discipline. * Prioritize tasks effectively and contribute to a smooth scheduling workflow in a fast‑paced environment. **Required Skills & Qualifications** * **Proficiency in English** (written and verbal). * **Strong customer service background**—client‑facing experience preferred. * **Phone‑based experience** in appointment scheduling, call centers, or outbound calling. * **At least 1+ year of consistent employment history** in previous roles (stability required). * **Basic computer proficiency** with the ability to learn EHR systems quickly. * Familiarity with **queue‑based and CRM workflows**. * Professional, friendly communication style and strong attention to detail. **Ideal Candidate** The ideal Referral Specialist is someone who: ✔ Enjoys helping patients feel supported and informed ✔ Thrives in fast‑paced environments ✔ Communicates clearly and professionally ✔ Is reliable, punctual, and committed to high‑quality service #Reclutamiento25 Type of position: Full-time Application question(s): * Do you have experience in Customer Service BPO? * Have you used any CRM? Language: * English (Mandatory) Work location: On-site employment

Source:  indeed View original post
Juan García
Indeed · HR

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