Patient Engagement Specialist

Internal Title: Clinical Outreach Specialist

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. You will need to prioritize tasks effectively to enhance client engagement and be driven to support individuals with complex care requirements.

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.