Call Center Navigator
Yale University · New Haven, CT · 1 mo ago
Information Technology$28.43/hrFull-time
We need to output HTML fragment with headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We must not repeat job title. No Job ID etc. Remove boilerplate. Must preserve all substantive info.
We need to parse the posting.
Key sections:
- Overview: description of Yale Health, facility, mission. Could be "About the role" maybe? The instruction: use
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We must not repeat job title. No Job ID etc. Remove boilerplate. Must preserve all substantive info.
We need to parse the posting.
Key sections:
- Overview: description of Yale Health, facility, mission. Could be "About the role" maybe? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map content to these headings.
We have:
Overview: description of Yale Health, facility, mission, location, etc. That could go under "About the role". Probably include that.
Responsibilities: many bullet points: "Assist in providing seamless..." and then "Additional Responsibilities Include ..." and "Principal Responsibilities" list 1-16. So we need to list responsibilities as - .
Requirements: maybe "Required Education and Experience". Also "Health Requirements" and "Background Check Requirements". Those are requirements.
Qualifications: maybe "Required Skills And Abilities" and "Preferred Skills And Abilities". Those could be under Skills? Actually they said Skills section separate. Could treat "Required Skills And Abilities" and "Preferred Skills And Abilities" as Skills. Or we could have Qualifications for education/experience, Skills for abilities.
Pay: we have "Compensation Grade Profile Hourly Range $28.43". That's pay. Also maybe "Compensation Grade Labor Grade C". So we can include Pay section with that.
Schedule: we have "Schedule/Shift: Full-time, M-F, 37.50 hours, schedule 8:30 a.m. – 4:30 p.m. Early mornings, evenings, occasional weekends or holidays/recess may also be required." So schedule section.
Benefits: Not explicitly mentioned. There's no benefits description. So we should not include Benefits section.
We must not include filler like "commensurate with experience". Not present.
We need to preserve all substantive info. So include overview text, responsibilities list, required education/experience, health requirements, background check, required skills, preferred skills, pay, schedule.
We need to decide which headings to use.
Potential sections:
- About the role (overview)
- Responsibilities
- Requirements (education/experience, health, background)
- Skills (required and preferred)
- Pay
- Schedule
We could also have Qualifications separate but maybe combine with Requirements. The instruction list includes Qualifications as possible heading. We could put education/experience under Qualifications, and health/background under Requirements? But better to follow typical: Requirements = education/experience, Qualifications = skills? However they gave both Requirements and Qualifications as examples. We need to decide.
We have "Required Education and Experience" - that's qualifications. Could be under Qualifications.
We have "Required Skills And Abilities" and "Preferred Skills And Abilities" - that's Skills.
We have "Health Requirements" and "Background Check Requirements" - those are Requirements.
Thus we could have:
- About the role
- Responsibilities
- Requirements (health, background)
- Qualifications (education/experience)
- Skills (required and preferred)
- Pay
- Schedule
We must not create empty sections.
Now we need to format.
We'll output HTML fragment like:
About the role
...overview text...
Responsibilities
- ... each responsibility ...
...
Requirements
- Health Requirements: ...
- Background Check Requirements: ...
Qualifications
Required Education and Experience: ...
Skills
- Required Skills and Abilities: ...
- Preferred Skills and Abilities: ...
But we need to preserve details; we could break into multiple - items for each skill.
Better to list each skill as separate
- . But we must preserve all info; we can group.
We need to avoid duplication: The posting repeats some responsibilities in "Additional Responsibilities Include" and then "Principal Responsibilities". We should combine them, not duplicate. We need to preserve all substantive info; we can merge but ensure we don't lose any. We'll list unique responsibilities.
Let's extract responsibilities from the text.
First paragraph after Overview:
"Assist in providing seamless, coordinated, and compassionate care at every patient encounter. Answer inbound calls and messages for 13 clinical sections supported by the Call Center at Yale Health. Consistently provide exemplary and responsive customer service in a high volume, primary care support environment. Demonstrate a high degree of initiative and use of sound, independent judgment, and critical thinking to positively manage patient interactions."
Then "Additional Responsibilities Include Utilizing high level customer service orientation, answers inbound calls and messages on multi-channel contact center platform, assess reason for call and direct the caller to the appropriate person/location.Utilizing the EMR (EPIC), schedule patient appointments based on section specific criteria.Convey patient information to the triage resource by quickly and accurately documenting and routing telephone encounters.Serve as a source of information to patients on section specific policies and procedures.Facilitates the scheduling of internal referrals in a timely fashion.Following section specific criteria, provide timely and accurate support for rescheduling activitiesPerform additional functions incidental to office activities as needed."
Then "The 'Job Description' section above lists duties generic in nature and do not reflect specific duties of this position. Please refer to the Overview for the comprehensive and detailed outline of what the duties of this position will entail." This is a note; we can ignore as it's not substantive? It says refer to Overview for comprehensive outline. But we already have overview. We'll keep overview.
Then "Principal Responsibilities" list 1-16.
We need to combine all.
Let's list principal responsibilities items:
1. Answers telephone calls and assess urgency of call. Provides assistance or directs caller to appropriate person, contacting physician/nurse directly for urgent needs. Provides assistance to other receptionists in screening patient calls.
2. Provides specialized information related to section, policies, procedures, insurance and services. Assists patients with the completion of forms.
3. Builds monthly provider master schedules and clinic calendars from established sources and verifies provider sessions worked. Modifies master schedules to accommodate time off, extra patients, hospital emergencies, etc. Creates patient bump lists as necessary due to last minute provider call outs.
4. Schedules patient appointments and resolves scheduling conflicts. Notifies patients of changes/cancellations and prioritizes urgency of appointments for rescheduling. May schedule patients into clinical research studies.
5. Receives patients and visitors. Secures names and needs and directs accordingly. Updates patient information and verifies insurance information, level of services and tracks referrals when necessary. Initiates billing process by completing patient encounter forms and accepts and processes fee for service payments.
6. Books diagnostic tests and specialized appointments for patients at hospitals and other medical facilities and ensures patients are provided with necessary paperwork and specialized instructions for procedures.
7. Schedules surgical procedures for patients. Coordinates available dates for surgery and scheduling of pre and post operative exams and lab work. Obtains and distributes necessary paperwork and maintains system to track completion. Coordinates surgery schedule changes as necessary.
8. Schedules and coordinates departmental meetings, classes, clinics, conferences, etc.
9. Utilizes computer input and retrieve data. Merges and manipulates data to generates complex reports. Compiles and maintains clinical and patient statistical data and produces summaries and reports.
10. Keyboards correspondence, clinical information, reports, publicity material, educational handouts etc. Composes general written material.
11. Obtains patient charts, medical records and lab reports and verifies for completeness.
12. Sorts, screens and distributes incoming mail. Prioritizes and ensures completion of medical forms by clinical staff. Coordinates interdepartmental communication including distribution of medical records and reports.
13. Establishes and maintains filing systems.
14. Maintains inventory of office supplies and educational material.
15. May oversee and instruct support staff. Ensures adequate coverage of reception desk.
16. Performs additional functions incidental to office activities.
We also have earlier responsibilities: assist in providing seamless care, answer inbound calls for 13 clinical sections, provide exemplary customer service, demonstrate initiative, etc. Those are somewhat covered by principal responsibilities but we can keep them as separate items or incorporate.
We should not duplicate. We'll create a unified list that includes all distinct responsibilities.
Let's create list items:
- Assist in providing seamless, coordinated, and compassionate care at every patient encounter.
- Answer inbound calls and messages for 13 clinical sections supported by the Call Center at Yale Health.
- Provide exemplary and responsive customer service in a high-volume primary care support environment.
- Demonstrate a high degree of initiative and use sound, independent judgment, and critical thinking to positively manage patient interactions.
- Utilize high-level customer service orientation; answer inbound calls and messages on multi-channel contact center platform; assess reason for call and direct caller to appropriate person/location.
- Utilize EMR (EPIC) to schedule patient appointments based on section-specific criteria.
- Convey patient information to triage resource by quickly and accurately documenting and routing telephone encounters.
- Serve as a source of information to patients on section-specific policies and procedures.
- Facilitate scheduling of internal referrals in a timely fashion.
- Following section-specific criteria, provide timely and accurate support for rescheduling activities.
- Perform additional functions incidental to office activities as needed.
- Answer telephone calls and assess urgency of call; provide assistance or direct caller to appropriate person, contacting physician/nurse directly for urgent needs; assist other receptionists in screening patient calls.
- Provide specialized information related to section, policies, procedures, insurance, and services; assist patients with completion of forms.
- Build monthly provider master schedules and clinic calendars; verify provider sessions worked; modify master schedules to accommodate time off, extra patients, hospital emergencies, etc.; create patient bump lists as needed due to last-minute provider call outs.
- Schedule patient appointments and resolve scheduling conflicts; notify patients of changes/cancellations; prioritize urgency of appointments for rescheduling; may schedule patients into clinical research studies.
- Receive patients and visitors; secure names and needs and direct accordingly; update patient information; verify insurance information, level of services, and track referrals when necessary; initiate billing process by completing patient encounter forms and accepting/processing fee-for-service payments.
- Book diagnostic tests and specialized appointments for patients at hospitals and other medical facilities; ensure patients receive necessary paperwork and specialized instructions for procedures.
- Schedule surgical procedures for patients; coordinate available dates for surgery and scheduling of pre- and post-operative exams and lab work; obtain and distribute necessary paperwork; maintain system to track completion; coordinate surgery schedule changes as necessary.
- Schedule and coordinate departmental meetings, classes, clinics, conferences, etc.
- Utilize computer input to retrieve data; merge and manipulate data to generate complex reports; compile and maintain clinical and patient statistical data; produce summaries and reports.
- Keyboard correspondence, clinical information, reports, publicity material, educational handouts, etc.; compose general written material.
- Obtain patient charts, medical records, and lab reports; verify for completeness.
- Sort, screen, and distribute incoming mail; prioritize and ensure completion of medical forms by clinical staff; coordinate interdepartmental communication including distribution of medical records and reports.
- Establish and maintain filing systems.
- Maintain inventory of office supplies and educational material.
- May oversee and instruct support staff; ensure adequate coverage of reception desk.
That seems comprehensive.
Now Requirements: Health Requirements and Background Check Requirements.
Health Requirements: "This role is a healthcare worker position. Healthcare workers (HCW) are defined as university employees working a healthcare setting who have the potential for direct or indirect exposure to patients, human research subjects or infectious materials including body substance, contaminated medical supplies, devices and equipment, surfaces, or air. HCW have specific health requirements that must be met prior to starting work, including MMR vaccine or immunity, varicella
- .
Requirements: maybe "Required Education and Experience". Also "Health Requirements" and "Background Check Requirements". Those are requirements.
Qualifications: maybe "Required Skills And Abilities" and "Preferred Skills And Abilities". Those could be under Skills? Actually they said Skills section separate. Could treat "Required Skills And Abilities" and "Preferred Skills And Abilities" as Skills. Or we could have Qualifications for education/experience, Skills for abilities.
Pay: we have "Compensation Grade Profile Hourly Range $28.43". That's pay. Also maybe "Compensation Grade Labor Grade C". So we can include Pay section with that.
Schedule: we have "Schedule/Shift: Full-time, M-F, 37.50 hours, schedule 8:30 a.m. – 4:30 p.m. Early mornings, evenings, occasional weekends or holidays/recess may also be required." So schedule section.
Benefits: Not explicitly mentioned. There's no benefits description. So we should not include Benefits section.
We must not include filler like "commensurate with experience". Not present.
We need to preserve all substantive info. So include overview text, responsibilities list, required education/experience, health requirements, background check, required skills, preferred skills, pay, schedule.
We need to decide which headings to use.
Potential sections:
- About the role (overview)
- Responsibilities
- Requirements (education/experience, health, background)
- Skills (required and preferred)
- Pay
- Schedule
We could also have Qualifications separate but maybe combine with Requirements. The instruction list includes Qualifications as possible heading. We could put education/experience under Qualifications, and health/background under Requirements? But better to follow typical: Requirements = education/experience, Qualifications = skills? However they gave both Requirements and Qualifications as examples. We need to decide.
We have "Required Education and Experience" - that's qualifications. Could be under Qualifications.
We have "Required Skills And Abilities" and "Preferred Skills And Abilities" - that's Skills.
We have "Health Requirements" and "Background Check Requirements" - those are Requirements.
Thus we could have:
- About the role
- Responsibilities
- Requirements (health, background)
- Qualifications (education/experience)
- Skills (required and preferred)
- Pay
- Schedule
We must not create empty sections.
Now we need to format.
We'll output HTML fragment like:
About the role
...overview text...
Responsibilities
- ... each responsibility ... ...
Requirements
- Health Requirements: ...
- Background Check Requirements: ...
Qualifications
Required Education and Experience: ...
Skills
- Required Skills and Abilities: ...
- Preferred Skills and Abilities: ...
- items for each skill. Better to list each skill as separate
- . But we must preserve all info; we can group. We need to avoid duplication: The posting repeats some responsibilities in "Additional Responsibilities Include" and then "Principal Responsibilities". We should combine them, not duplicate. We need to preserve all substantive info; we can merge but ensure we don't lose any. We'll list unique responsibilities. Let's extract responsibilities from the text. First paragraph after Overview: "Assist in providing seamless, coordinated, and compassionate care at every patient encounter. Answer inbound calls and messages for 13 clinical sections supported by the Call Center at Yale Health. Consistently provide exemplary and responsive customer service in a high volume, primary care support environment. Demonstrate a high degree of initiative and use of sound, independent judgment, and critical thinking to positively manage patient interactions." Then "Additional Responsibilities Include Utilizing high level customer service orientation, answers inbound calls and messages on multi-channel contact center platform, assess reason for call and direct the caller to the appropriate person/location.Utilizing the EMR (EPIC), schedule patient appointments based on section specific criteria.Convey patient information to the triage resource by quickly and accurately documenting and routing telephone encounters.Serve as a source of information to patients on section specific policies and procedures.Facilitates the scheduling of internal referrals in a timely fashion.Following section specific criteria, provide timely and accurate support for rescheduling activitiesPerform additional functions incidental to office activities as needed." Then "The 'Job Description' section above lists duties generic in nature and do not reflect specific duties of this position. Please refer to the Overview for the comprehensive and detailed outline of what the duties of this position will entail." This is a note; we can ignore as it's not substantive? It says refer to Overview for comprehensive outline. But we already have overview. We'll keep overview. Then "Principal Responsibilities" list 1-16. We need to combine all. Let's list principal responsibilities items: 1. Answers telephone calls and assess urgency of call. Provides assistance or directs caller to appropriate person, contacting physician/nurse directly for urgent needs. Provides assistance to other receptionists in screening patient calls. 2. Provides specialized information related to section, policies, procedures, insurance and services. Assists patients with the completion of forms. 3. Builds monthly provider master schedules and clinic calendars from established sources and verifies provider sessions worked. Modifies master schedules to accommodate time off, extra patients, hospital emergencies, etc. Creates patient bump lists as necessary due to last minute provider call outs. 4. Schedules patient appointments and resolves scheduling conflicts. Notifies patients of changes/cancellations and prioritizes urgency of appointments for rescheduling. May schedule patients into clinical research studies. 5. Receives patients and visitors. Secures names and needs and directs accordingly. Updates patient information and verifies insurance information, level of services and tracks referrals when necessary. Initiates billing process by completing patient encounter forms and accepts and processes fee for service payments. 6. Books diagnostic tests and specialized appointments for patients at hospitals and other medical facilities and ensures patients are provided with necessary paperwork and specialized instructions for procedures. 7. Schedules surgical procedures for patients. Coordinates available dates for surgery and scheduling of pre and post operative exams and lab work. Obtains and distributes necessary paperwork and maintains system to track completion. Coordinates surgery schedule changes as necessary. 8. Schedules and coordinates departmental meetings, classes, clinics, conferences, etc. 9. Utilizes computer input and retrieve data. Merges and manipulates data to generates complex reports. Compiles and maintains clinical and patient statistical data and produces summaries and reports. 10. Keyboards correspondence, clinical information, reports, publicity material, educational handouts etc. Composes general written material. 11. Obtains patient charts, medical records and lab reports and verifies for completeness. 12. Sorts, screens and distributes incoming mail. Prioritizes and ensures completion of medical forms by clinical staff. Coordinates interdepartmental communication including distribution of medical records and reports. 13. Establishes and maintains filing systems. 14. Maintains inventory of office supplies and educational material. 15. May oversee and instruct support staff. Ensures adequate coverage of reception desk. 16. Performs additional functions incidental to office activities. We also have earlier responsibilities: assist in providing seamless care, answer inbound calls for 13 clinical sections, provide exemplary customer service, demonstrate initiative, etc. Those are somewhat covered by principal responsibilities but we can keep them as separate items or incorporate. We should not duplicate. We'll create a unified list that includes all distinct responsibilities. Let's create list items: - Assist in providing seamless, coordinated, and compassionate care at every patient encounter. - Answer inbound calls and messages for 13 clinical sections supported by the Call Center at Yale Health. - Provide exemplary and responsive customer service in a high-volume primary care support environment. - Demonstrate a high degree of initiative and use sound, independent judgment, and critical thinking to positively manage patient interactions. - Utilize high-level customer service orientation; answer inbound calls and messages on multi-channel contact center platform; assess reason for call and direct caller to appropriate person/location. - Utilize EMR (EPIC) to schedule patient appointments based on section-specific criteria. - Convey patient information to triage resource by quickly and accurately documenting and routing telephone encounters. - Serve as a source of information to patients on section-specific policies and procedures. - Facilitate scheduling of internal referrals in a timely fashion. - Following section-specific criteria, provide timely and accurate support for rescheduling activities. - Perform additional functions incidental to office activities as needed. - Answer telephone calls and assess urgency of call; provide assistance or direct caller to appropriate person, contacting physician/nurse directly for urgent needs; assist other receptionists in screening patient calls. - Provide specialized information related to section, policies, procedures, insurance, and services; assist patients with completion of forms. - Build monthly provider master schedules and clinic calendars; verify provider sessions worked; modify master schedules to accommodate time off, extra patients, hospital emergencies, etc.; create patient bump lists as needed due to last-minute provider call outs. - Schedule patient appointments and resolve scheduling conflicts; notify patients of changes/cancellations; prioritize urgency of appointments for rescheduling; may schedule patients into clinical research studies. - Receive patients and visitors; secure names and needs and direct accordingly; update patient information; verify insurance information, level of services, and track referrals when necessary; initiate billing process by completing patient encounter forms and accepting/processing fee-for-service payments. - Book diagnostic tests and specialized appointments for patients at hospitals and other medical facilities; ensure patients receive necessary paperwork and specialized instructions for procedures. - Schedule surgical procedures for patients; coordinate available dates for surgery and scheduling of pre- and post-operative exams and lab work; obtain and distribute necessary paperwork; maintain system to track completion; coordinate surgery schedule changes as necessary. - Schedule and coordinate departmental meetings, classes, clinics, conferences, etc. - Utilize computer input to retrieve data; merge and manipulate data to generate complex reports; compile and maintain clinical and patient statistical data; produce summaries and reports. - Keyboard correspondence, clinical information, reports, publicity material, educational handouts, etc.; compose general written material. - Obtain patient charts, medical records, and lab reports; verify for completeness. - Sort, screen, and distribute incoming mail; prioritize and ensure completion of medical forms by clinical staff; coordinate interdepartmental communication including distribution of medical records and reports. - Establish and maintain filing systems. - Maintain inventory of office supplies and educational material. - May oversee and instruct support staff; ensure adequate coverage of reception desk. That seems comprehensive. Now Requirements: Health Requirements and Background Check Requirements. Health Requirements: "This role is a healthcare worker position. Healthcare workers (HCW) are defined as university employees working a healthcare setting who have the potential for direct or indirect exposure to patients, human research subjects or infectious materials including body substance, contaminated medical supplies, devices and equipment, surfaces, or air. HCW have specific health requirements that must be met prior to starting work, including MMR vaccine or immunity, varicella