What are the responsibilities and job description for the Referral Analyst position at The Toledo Clinic?
General Summary
This position requires a detail-oriented Analyst to help turn data into meaningful insights that support strategic decision-making. The analyst must be skilled in data exploration, analysis, visualization, and communication, with a strong understanding of physician practice operations and process improvement.
This Referral Analyst provides analytical support, reporting, and practice intervention activities with respect to provider referral patterns and communicates with providers to articulate the collective benefit of optimizing internal referrals.
The Referral Analyst works under the supervision of the Chief Operating Officer and in collaboration with provider practices and Centralized Services
Principal Duties & Responsibilities
Example of Essential Duties:
This position requires a detail-oriented Analyst to help turn data into meaningful insights that support strategic decision-making. The analyst must be skilled in data exploration, analysis, visualization, and communication, with a strong understanding of physician practice operations and process improvement.
This Referral Analyst provides analytical support, reporting, and practice intervention activities with respect to provider referral patterns and communicates with providers to articulate the collective benefit of optimizing internal referrals.
The Referral Analyst works under the supervision of the Chief Operating Officer and in collaboration with provider practices and Centralized Services
Principal Duties & Responsibilities
Example of Essential Duties:
- Collect, clean, and validate data from multiple internal and external sources.
- Analyze complex datasets to identify trends, patterns, and actionable insights.
- Develop dashboards, reports, and visualizations using BI tools such as Excel, Tableau, or others.
- Collaborate with cross-functional teams to define metrics, KPIs, and reporting needs.
- Build and maintain automated data pipelines and reporting workflows.
- Translate analytical findings into clear, concise recommendations for providers, leadership, and other business stakeholders.
- Assist in experimental design, forecasting, and statistical analysis as needed.
- Ensure data accuracy, integrity, and compliance with company data governance standards.
- Work collaboratively with provider practices to standardize referral processes and to promote optimal referral capture within the Toledo Clinic
- Support efforts to optimize referral turnaround times and improve patient access to specialty care.
- Ensure all referral processes meet managed care guidelines, clinic policies, and regulatory standards.
- Analyze referral patterns by specialty and volume trends to assist with operational planning.
- Prepare reports regarding referral patterns and communicate the results with providers.
- Articulate the collective benefit of optimizing internal referrals and work with practices and other stakeholders to achieve established benchmarks
- Other duties as assigned.
- Proven experience (1–3 years) as a Data Analyst or in a similar analytical role required.
- Proficiency in Excel.
- Experience with BI tools (e.g., Tableau, Power BI, Looker, Qlik) is a plus
- Demonstrated understanding of statistical concepts and analytical methodologies.
- Excellent problem-solving skills and attention to detail.
- Strong communication skills with the ability to present and articulate complex information clearly to providers and leadership.
- Maintain confidentiality
- Ability to manage change or unexpected events appropriately.
- Bachelor’s degree in Data Science, Statistics, Mathematics, Computer Science, Business Analytics, or a related field required.