Outreach Support Specialist
Since 2012, Giving Home Health Care has been supporting individuals impacted by health conditions related to their work in nuclear facilities for the Department of Energy. With a focus on personalized, in-home care, we are committed to assisting those who have dedicated their careers to these vital roles. As a fast-growing, leading provider, we proudly serve patients across Arizona, Colorado, Kentucky, Missouri, Nevada, New Mexico, Tennessee, Texas, and Utah.
About the role
The Outreach Support Specialist plays a vital role in supporting Outreach Coordinators (OCs) by handling a high volume of outbound and inbound calls to ensure timely engagement with leads. This team member assists with patient intake processes, screens patients for eligibility & clinical urgency, and facilitates clear communication throughout the claims process. They are also responsible for maintaining accurate and up-to-date documentation in our CRM tool, Salesforce. By efficiently managing a fast-paced workflow, the Outreach Support Specialist helps maximize intake conversion, enhance patient engagement, and drive overall operational efficiency.
Responsibilities
- Lead Engagement and Scheduling
- Contact all new leads within 24 hours of receipt to schedule intake appointments
- Confirm intake appointments with patients the day prior to their scheduled time
- Follow up persistently if initial contact attempts are unsuccessful (per established outreach guidelines)
- Process referrals from all sources, including potential patients, current patients, call-ins, contact cards, and Authorized Representative referrals
- Ensure any documentation or contact information received prior to intake is accurately uploaded into Salesforce and confirm or upload all necessary paperwork following the intake process
- Patient Qualification
- Evaluate patients based on program criteria and level of need
- Qualify leads to determine their current status: White card holders, Transfer patients, Non-card holders, RECA
- Assess and document the level of patient acuity
- Communicate qualification findings clearly to Outreach Coordinators for prioritization
- Patient Communication and Updates
- Handle incoming and outgoing calls to support lead generation efforts, communicate timely updates, and ensure a positive and supportive patient experience through excellent communication and customer service
- Assist with Outreach event RSVP calls, manage invite list, and mail invitations to existing pipeline
- Salesforce Data Management
- Accurately and promptly document all patient interactions, intake schedules, triage information, demographics, claim information, and updates in Salesforce
- Ensure all patient documentation and notes are complete to support claims development and Home Health Care (HHC) transitions
- Intake Conversion Support
- Proactively support Outreach Coordinators in converting leads to scheduled intakes and eventual HHC patients. Support may include follow-up calls and data entry
- Communicate patient hesitations, barriers, or concerns promptly to the OC for resolution
- Team Collaboration
- Partner closely with Outreach Coordinators, Regional Outreach Directors, and Director of Marketing to optimize the patient intake pipeline
- Participate in team huddles and strategy meetings to share insights and suggestions for continuous improvement
Requirements
- High school diploma or equivalent required; Associate’s or Bachelor’s degree in healthcare, marketing, communications, or a related field preferred
- Experience in high-volume customer service, call center operations, or sales is preferred
- Exceptional verbal and written communication skills
- Proven ability to stay organized, manage multiple priorities, and meet deadlines in a fast-paced environment
- Meticulous attention to detail with strong focus on maintaining accurate and thorough records
- Proficient in Salesforce (or similar CRM) and Microsoft Office Suite
- Self-motivated and capable of working independently while effectively collaborating with a team
- Commitment to a patient-first approach, demonstrating empathy, professionalism, and respect in all interactions
Other Information
- Occasional local travel may be required for patient support or events
- Additional duties and responsibilities may be assigned, and existing responsibilities may be modified, as needed to support business needs, departmental priorities, special projects, and organizational objectives
- Must embody Giving Home Healthcare’s HEART values:
- Humility – Serve and support others; remain open to feedback
- Empathy – Practice active listening and kindness
- Advocacy – Remove barriers and create opportunities for patients
- Respect – Communicate honestly and treat all with dignity
- Teamwork – Collaborate, empower others, and maintain optimism
Benefits
- Vacation (PTO) and Sick Days
- Competitive benefit plans
- Company paid short/long term disability
- Tuition reimbursement program
- Monthly cell phone stipend
- 401(k) with matching
- Biannual metric-based bonus