Engagement Specialist

About the Role

The Engagement Specialist provides centralized engagement, outreach, and care coordination support to children and adults receiving behavioral health services. This role improves patient access, retention, and continuity of care through proactive communication, follow-up, and coordination with clinical teams and referral sources. The position operates from a centralized location alongside the Care Management team, supporting multiple programs, health centers, and service lines.

Requirements

• High School diploma required.
• Minimum of one year of progressively responsible work experience, preferably in a healthcare or behavioral health setting.
• Experience with electronic health records and Microsoft Office applications.
• Strong organizational, communication, and coordination skills.
• Ability to manage multiple priorities and maintain accurate documentation in a fast-paced environment.

Responsibilities

• Collaborates with clinicians and care teams to support patient engagement and retention across individual and group-based behavioral health services.
• Conducts proactive outreach to patients, including those new to services, recently referred, or difficult to engage.
• Contacts patients who miss scheduled appointments and facilitates timely rescheduling.
• Maintains ongoing communication with referral sources, collateral contacts, and primary care providers to support continuity of care.
• Sends engagement and discharge communications in accordance with program protocols.
• Assists patients in accessing recovery supports, housing resources, and other identified needs.
• Tracks and manages engagement workflows, including outreach attempts, outcomes, and follow-up actions.
• Produces and delivers timely, accurate, and professional documentation in the electronic health record and other systems.
• Monitors assigned caseloads or worklists to ensure no gaps in outreach, follow-up, or engagement activities.
• Maintains professionalism in all interactions with patients, staff, and external partners.
• Meets established performance metrics and key performance indicators related to access, engagement, and retention.
• Participates in ongoing training and staff development to enhance skills, efficiency, and knowledge of best practices.
• Demonstrates cultural competency and applies inclusive, patient-centered engagement approaches.
• Performs additional administrative and coordination duties as assigned.

Benefits

At Wheeler, we invest in your well-being and career growth through the following benefits:

• Nurture Your Health
  • Comprehensive medical and prescription insurance through Centivo
  • Comprehensive dental and vision insurance through Cigna
  • Access to wellness programs to support your physical and mental health
• Secure Your Future
  • Company-paid life and AD&D insurance
  • 403(b) Plan, with contributions from the company
• Fuel Your Career Growth
  • Education Reimbursement Program
  • Access to training and development opportunities
  • Productivity incentive to recognize your hard work and dedication
• Maintain Work-Life Harmony
  • 15 vacation days per year to explore and recharge
  • 8 sick days per year for your well-being
  • 2 personal days per year for your personal needs
  • 2 floating holidays per year to celebrate what matters to you
  • 9 paid company holidays to spend with loved ones
  • Free and confidential counseling through our Employee Assistance Program (EAP)

Schedule

Full time

Location

Plainville, CT