Enrollment & Outreach Coordinator

About the role

The Enrollment and Outreach Specialist oversees the timely enrollment of new patients into coverage plans and conducts outreach to new business geographies and communities.

Responsibilities

• Aid patients with completing applications and forms for Medi-Cal, private insurance, and other county/state health programs.
• Screen patients for insurance eligibility and provide guidance on available programs and benefits.
• Conduct renewals for Medi-Cal and other programs annually or as required to retain coverage.
• Track enrollment progress and follow up promptly on pending applications or issues.
• Educate patients on financial assistance, sliding fee scales, documentation requirements, and program eligibility.
• Participate in community outreach and enrollment activities as needed.
• Collaborate with clinicians and administrative staff to identify patients who may qualify for financial assistance.
• Maintain accurate documentation in EHR systems.
• Attend trainings and meetings as directed to stay current on program updates.
• Provide professional, empathetic service to all patients, including those who may not qualify for coverage.
• Demonstrate understanding of organizational policies and procedures and maintain confidentiality in accordance with HIPAA.
• Review disenrollment reports and assign staff for outreach and enrollment efforts to maintain eligible patient’s coverage through various plans and programs.
• Work with appointment staff to ensure that appointment slots are available for patients requiring enrollment services.
• Participate in enrollment, in-reach and outreach activities directly maintaining a schedule for patients and events as needed.
• Collaborate with the Managed Care Team to coordinate performance goals, patient experience, and clinical quality.
• Prepare regular reports to demonstrate outreach strategies and goals, enrollment status, and department productivity.

Requirements

• High School Diploma or GED (required)
• One year experience in a non-profit clinic/community service setting preferred
• Certified Application Assistant (CAA Certificate) (Preferred)
• Enroller Certificate through Covered California (Preferred)
• Knowledge of community clinic operation
• Knowledge of medical terminology, insurance programs and requirements
• Ability to learn quickly in a fast-paced environment
• Interpersonal skills to interact diplomatically with staff and difficult clients
• Extensive customer care management background and understanding of the dynamics in delivering high quality patient services in a changing environment
• Ability to work with a very diverse group of patients in a non-judgmental manner
• Strong verbal and organizational skills
• Reliable transportation to and from Outreach events
• Bilingual in English and Spanish required

Skills

• Knowledge of community clinic operation
• Knowledge of medical terminology, insurance programs and requirements
• Ability to learn quickly in a fast-paced environment
• Interpersonal skills to interact diplomatically with staff and difficult clients
• Extensive customer care management background and understanding of the dynamics in delivering high quality patient services in a changing environment
• Ability to work with a very diverse group of patients in a non-judgmental manner
• Strong verbal and organizational skills

Benefits

N/A

Pay

N/A

Schedule

N/A