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.
The idóneo 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
Tipo de puesto: Tiempo completo
Pregunta(s) de postulación:
- Tiene experiência con CRM ?
- Cuanto tiempo de experiência tiene en Call Center?
Idioma:
- Inglés (Obligatorio)
Lugar de trabajo: Empleo presencial

📌 Customer Service Representative (Mérida)
🏢 Solvo Global
📍 Mérida