Referral & Care Coordination Specialist - Fulltime Stamford
Stamford, Connecticut, United States · On-site
Mid level
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Skills: Patient Access, Centralized Scheduling, Referral Processing, Work Queue Management, Epic EHR
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Referral & Care Coordination Specialist - Fulltime Stamford
The specialist manages new patient scheduling, registration accuracy, and referral processing for Primary Care practices. They are responsible for managing Epic work queues to ensure regulatory compliance and optimize patient access workflows.
Requirements
A high school diploma is required, with a preference for 3+ years of experience in healthcare patient access or registration. Proficiency in Epic and Microsoft Office suite is essential for managing high-volume phone access and documentation.
Full job description
The Referral & Care Coordination Specialist supports organization-wide patient access for all Primary Care practices with a concentrated focus on new patient scheduling, registration accuracy, referral processing, and work queue management.
This role is dedicated to centralized access workflows, ensuring timely entry into care, regulatory compliance, and consistency across sites. The position serves as a key operational partner to Primary Care leadership, providers, and centralized services to optimize schedules, reduce delays, and improve patient experience.
Schedule: Must be able to work the following schedule onsite in Stamford, CT Monday -Friday 7:45 am - 4:15 pm
As a Certified Great Place to Work organization, Stamford Health understands what it takes to attract talent to improve our workforce and support our mission, to that end we offer:
Competitive salary
Comprehensive, low-cost health insurance plans (including GLP-1 coverage options) available day one
Wellness programs
21 PTO days
Tax deferred annuity and (403b) pension plan
Tuition reimbursement
Free on-site parking and train station shuttle
Childcare partnership with Children’s Learning Center
MAJOR ACCOUNTABILITIES / CRITICAL RESPONSIBILITIES:
New Patient Scheduling & Registration (phone-based)
Serves as a primary resource for new patient access across all Primary Care sites.
Utilizes New Patient Scheduling Pool Solutions to schedule appointments in accordance with provider templates and department protocols ensuring schedule optimization.
Completes and verifies new patient registration, ensuring demographics, insurance, and contact accuracy prior to appointments.
Resolves complex scheduling scenarios and eliminates access barriers as appropriate.
Ensures a consistent and professional phone experience aligned with organizational service standards.
Work Queue Management (NSA & Registration)
Owns and actively manages assigned Epic Work Queues, including Estimates and Pre-Registration work queues.
Ensures timely completion and documentation to support regulatory compliance and minimize patient billing risk.
Identifies and resolves incomplete registration, missing insurance, or documentation gaps prior to visits.
Collaborates with clinical and administrative teams to address work queue backlogs and workflow inefficiencies.
Monitors trends and recurring issues, escalating systemic concerns to leadership.
Monitors and acts on MyChart New Patient appointment request work queues for ease of care coordination and market integrity.
Referral Management & Coordination
Manages incoming and outgoing referrals for Primary Care from internal and external sources.
Reviews referrals to completeness, practice protocols, and payer requirements.
Coordinates scheduling of referred patients to ensure timely access to care.
Communicate with referring offices and internal teams to resolve missing information delays.
Ensures accurate referral documentation and tracking within Epic.
Initiates outgoing referral authorization and coordinates initial consultation within specialty service line.
Initiates outreach for patient panel retention as part of physician off-boarding checklist.
Training, Standardization & Operational Support
Cross-training across all SHMG Primary Care sites to ensure understanding of scheduling protocols and department workflows.
Acts as a workflow resource for patient access, referral, and registration processes.
Supports onboarding and training of new staff as assigned.
Assists leadership with process standardization and continuous improvement initiatives.
Maintains strong knowledge of policies, referral protocols, and regulatory requirements.
QUALIFICATIONS/REQUIREMENTS:
High School Diploma or equivalent.
3+ years of experience in patient access, centralized scheduling, referrals, and/or registration in a healthcare setting is preferred.
Demonstrated experience managing high-volume phone access and Epic Work Queues
Strong organizational, problem solving, and time management skills.
Excellent verbal and written communication skills.
Proficiency in Epic, Microsoft Outlook, Word, and Excel.
We are independent, not-for-profit, and exclusively focused on Stamford and Lower Fairfield County. For decades we have responded to the unique needs of our community. It is our pleasure to continue to see our vision through and provide a broad range of high-quality health & wellness services together with our physicians. Stamford Health is one of Connecticut's highest-quality hospitals. Stamford Hospital holds a “5 Star” Overall Quality rating from the Centers for Medicare and Medicaid Services (CMS).
U.S. News & World Report has recognized Stamford Hospital as a High Performing Hospital for 2020-2021 in the area of heart failure.
Stamford Hospital is among roughly 10% of hospitals nationwide to have been granted Magnet Status by the American Nurses Credentialing Center, recognizing superior patient care with the highest levels of safety, quality and patient satisfaction. Stamford Health is Planetree Gold Certified for excellence in person-centered care. Planetree, Inc. is a non-profit organization that certifies hospitals as patient-centered. Stamford Health & Hospital for Special Surgery (HSS) have created a premier center for specialty orthopedic care. HSS surgeons and treatments earned national recognition with 11 consecutive #1 rankings for Orthopedics by U.S. News & World Report. Physical therapy & rehabilitation services in Stamford, Greenwich and New Canaan.
Stamford Health’s Carl & Dorothy Bennett Cancer Center is a member of the Dana-Farber/Brigham and Women’s Cancer Care Collaborative. Benefits include access to best practices, clinical trials, quality oversight and second opinions from world renowned cancer experts.
Stamford Health is the largest teaching affiliate for Columbia University Vagelos College of Physicians and Surgeons.
Offices: One Hospital Plaza, Stamford, CT 06904, US · The Tully Health Center, 32 Strawberry Hill Court, Stamford, CT 06902, US · 29 Hospital Plaza, Stamford, CT 06902, US
robotic surgeryCohen Children's Institutesurgical weight lossdiabetes & endocrinewomen's breast centersleep medicineintegrative medicine & wellnessstrokewound careendoscopy
We are independent, not-for-profit, and exclusively focused on Stamford and Lower Fairfield County. For decades we have responded to the unique needs of our community. It is our pleasure to continue to see our vision through and provide a broad range of high-quality health & wellness services together with our physicians. Stamford Health is one of Connecticut's highest-quality hospitals. Stamford Hospital holds a “5 Star” Overall Quality rating from the Centers for Medicare and Medicaid Services (CMS).
U.S. News & World Report has recognized Stamford Hospital as a High Performing Hospital for 2020-2021 in the area of heart failure.
Stamford Hospital is among roughly 10% of hospitals nationwide to have been granted Magnet Status by the American Nurses Credentialing Center, recognizing superior patient care with the highest levels of safety, quality and patient satisfaction. Stamford Health is Planetree Gold Certified for excellence in person-centered care. Planetree, Inc. is a non-profit organization that certifies hospitals as patient-centered. Stamford Health & Hospital for Special Surgery (HSS) have created a premier center for specialty orthopedic care. HSS surgeons and treatments earned national recognition with 11 consecutive #1 rankings for Orthopedics by U.S. News & World Report. Physical therapy & rehabilitation services in Stamford, Greenwich and New Canaan.
Stamford Health’s Carl & Dorothy Bennett Cancer Center is a member of the Dana-Farber/Brigham and Women’s Cancer Care Collaborative. Benefits include access to best practices, clinical trials, quality oversight and second opinions from world renowned cancer experts.
Stamford Health is the largest teaching affiliate for Columbia University Vagelos College of Physicians and Surgeons.
Offices: One Hospital Plaza, Stamford, CT 06904, US · The Tully Health Center, 32 Strawberry Hill Court, Stamford, CT 06902, US · 29 Hospital Plaza, Stamford, CT 06902, US
robotic surgeryCohen Children's Institutesurgical weight lossdiabetes & endocrinewomen's breast centersleep medicineintegrative medicine & wellnessstrokewound careendoscopy