Patient Engagement Specialist

About the role

As a vital member of our Enrollments team, the Clinical Outreach Specialist plays a crucial role in connecting with prospective clients and guiding them through our Enhanced Care Management (ECM) services. In this position, you will reach out to potential clients, educate them about our offerings, and facilitate their enrollment by assessing their needs and linking them with our care management team. The ideal candidate will be personable and professional in phone interactions, adept at quickly reviewing and understanding medical charts, and skilled in delivering person-centered care.

Responsibilities

• Client Outreach: Engage with prospective clients and meticulously record all interactions in the Client Relationship Management (CRM) system. Daily responsibilities will include making 60-100 outbound calls to prospective clients.
• Care Planning: Convey essential information and client preferences to the care team to facilitate personalized care planning.
• Assessment Support: Assist clients in completing psychosocial assessments and developing care plans with clear, actionable goals.
• Medical Chart Review: Review medical charts to document client needs and recommend appropriate interventions.
• Evidence-Based Practices: Apply evidence-based practices, including Motivational Interviewing, Harm Reduction, and Trauma-Informed Care principles, in all client interactions.
• Team Collaboration: Participate in weekly Team Operations Meetings to coordinate and optimize care delivery.

Requirements

• Active California Licensed Vocational Nurse (LVN) license, or Medical Assistant certificate issued by a recognized group, or Bachelor’s degree in a related field.
• Minimum of 2 years of telephonic outreach or enrollment experience in a high call volume environment.
• Experience working with complex care clients and ECM Populations of Focus.
• Excellent oral and written communication skills.
• Positive interpersonal skills required for effective client engagement.
• Comfortable with technology, including video conferencing, Google Workspace, Slack, and electronic health records. Experience with Athena Health and Health Gorilla is a plus.
• Prior experience in a remote role is important. You must have a quiet, secure workspace to ensure member privacy and be able to test your internet speed to ensure smooth application functionality.

Qualifications

• Willing and able to work Monday through Friday 8:30am-5:00pm Pacific Time, with flexibility for potential evenings and weekends.
• Bilingual (English/Spanish), highly preferred.

Work eligibility

At this time we are only considering applicants in the following states: Arizona, California, Colorado, Florida, Georgia, Illinois, Nevada, North Carolina, Oregon, Texas, and Washington.