Patient Outreach and Engagement Coordinator

Patient Outreach and Engagement

• Conduct outbound calls for appointment reminders, missed appointment follow-up, and patient engagement activities.
• Utilize Patient-Centered Medical Home principles to engage patients with their primary or care team provider.
• Conduct approved patient outreach activities in support of clinic engagement, appointment adherence, and access initiatives.
• Document all outreach attempts, patient interactions, and scheduling outcomes in the electronic health record (EHR) system.
• Avoid barriers to care (e.g., transportation, scheduling conflicts) and escalate to appropriate team members when needed.
• Ensure compliance with HIPAA and patient confidentiality standards during all communications.

Electronic Health Record Duties

• Maintain accurate, up-to-date documentation in the electronic health record (EHR).
• Receive, review, and process incoming medical records from outside providers, hospitals, specialists, labs, etc.
• Perform document storage, assignments, scanning, and upload into the EHR.
• Routinely route records to appropriate clinical and administrative staff for review and action.
• Routinely route requests for records from outside providers.
• Request missing or incomplete documentation as needed.

Administrative Services

• Answer incoming calls, provide accurate information to callers, take messages, and direct calls to the appropriate staff members.
• Participate in team meetings and contribute to workflow improvement initiatives.
• Provide cross-coverage for administrative duties as needed to support team operations.
• Follow up with internal staff and external partners to ensure client needs and services are effectively addressed.
• Maintain up-to-date knowledge of program changes, including applicable state and federal regulations.
• Contribute ideas and participate in quality improvement and quality assurance efforts.
• Attend and engage in regularly scheduled staff meetings.