Community Outreach Specialist

Upward Health is an in-home, multidisciplinary medical group providing 24/7 whole-person care. Our clinical team treats physical, behavioral, and social health needs when and where a patient needs help. Everyone on our team is driven by a desire to improve the lives of our patients.

About the role

The Community Outreach Specialist (COS) plays a critical role in establishing Upward Health’s presence in the community and reaching potential patients. As the first point of contact for individuals seeking our services, the COS is responsible for educating patients about Upward Health’s offerings, engaging them in meaningful conversations, and facilitating their enrollment into our programs. The COS manages a personal caseload, primarily utilizing phone outreach, but also employing in-person visits and other community-based strategies as needed. This role is essential in ensuring that patients understand the full range of services available to them and helps them take the first steps toward improving their health. The COS reports to the Outreach Manager and works closely with other team members to ensure the overall success of patient outreach and engagement efforts.

Responsibilities

• Educate potential patients about Upward Health’s services and benefits.
• Engage patients in meaningful conversations to build trust and rapport.
• Facilitate patient enrollment into Upward Health’s programs.
• Manage a personal caseload using phone outreach, in-person visits, and community-based strategies.
• Ensure patients understand the full range of services available to them.
• Document patient information accurately and update company systems in a timely manner.
• Connect patients to additional community-based services as needed.
• Overcome objections and challenges during outreach efforts.
• Meet outreach goals and manage time effectively in a fast-paced environment.

Skills

• Strong verbal communication and persuasive abilities.
• Excellent interpersonal skills with the ability to build trust and rapport quickly.
• Strong organizational and multitasking skills to manage a personal caseload efficiently.
• Self-motivated with the ability to work independently and meet outreach goals.
• Comfortable with fast-paced environments and adapting outreach methods to various situations.
• Proficient in using computer systems for documentation, communication, and managing outreach activities.
• Flexible and adaptable to a variety of outreach methods, including phone, in-person meetings, and mailings.
• Fluent in English; Spanish proficiency is a plus.

Key Behaviors & Competencies

• Proactive Relationship Building: Builds relationships with potential patients, ensuring they feel informed and supported.
• Resilience: Demonstrates the ability to overcome objections and challenges.
• Adaptability: Adjusts outreach strategies based on patient needs and preferences.
• Team Collaboration: Works well within a team, sharing knowledge and contributing to collective goals.
• Efficiency: Manages time effectively to meet outreach goals and ensure timely follow-ups.
• Compassion: Approaches patient interactions with empathy.
• Cultural Competency: Demonstrates respect for diverse backgrounds.
• Communication: Clearly and persuasively communicates Upward Health’s services.
• Patient Engagement: Skilled in enrolling patients and ensuring a smooth onboarding experience.
• Customer-Centric: Focused on patient needs, ensuring excellent service throughout the outreach process.
• Problem Solving: Addresses patient concerns or objections to ensure positive outcomes.
• Time Management: Balances outreach activities and manages caseloads in a fast-paced environment.
• Data Management: Attention to detail when documenting patient information.
• Community Knowledge: Familiarity with local resources to connect patients to additional services.

Pay

California pay range: $24—$27 USD per hour.