OUTREACH SPECIALIST

Job purpose

Under the supervision of the Patient Experience Manager, this position will conduct enrollment activities and screen patients into eligible clinic programs.

Duties and responsibilities

• Screen patients into health insurance programs efficiently and accurately. 
• Conduct enrollment activities within and outside the agency. 
• Assist in improving efficiency and effectiveness in good customer services, patient flow and daily operations of the Front Office. 
• Enter and maintain patient records, documentation, and insurance information into EHR in an accurate and timely manner. 
• Establish procedures to ensure clients’ right to privacy and confidentiality is maintained. 
• Ensure documentation and case notes are in compliance with contractual guidelines. 
• Collaborate with other departments and external agencies to conduct outreach activities and health fairs/ workshops. 
• Document the progress and reports about such activities. 
• Submit reports to supervisor on a regular basis and timely manner. 
• Create and translate flyers or brochures into English and/or Spanish or Chinese. 
• Help develop reporting/interpreting monthly, quarterly, and annual data to CHC Director and provide relevant data and reports in a timely manner. 
• Help develop outreach and enrollment strategies and plans to achieve contract goals. 
• Assist in Program Evaluation and Quality Management.
• Perform other duties as assigned. 

Qualifications

• High school diploma or its equivalent. 
• Basic computer and Internet skills: MS Word, Excel, and Internet 
• Detail-oriented 
• Effective oral and written communication skills. 
• Able to work independently and take initiative. 
• Able to work effectively while multi-tasking 
• Establish and maintain effective working relationships with those contacted in the performance of required duties. 
• Able to explain designated and specific regulations and procedures to clients. 
• Bilingual in English and/or Spanish or Chinese 
• Available to work weekends and evenings if needed. 
• Ability to interact with diverse population and develop good relations with individuals and families. 
• Previous experience in government program eligibility and screenings 
• Have a valid California driving license and able to travel for work for more than 30% of work time 
   
   

Physical Demands

• Must be able to remain in a stationary position 50% of the time.
• Ability to occasionally move about inside the office to access file cabinets, office machinery, etc.
• Able to operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• Able to constantly position yourself to maintain files in file cabinets such as reaching with hands and arms, kneeling, crouching, etc.
• The ability to communicate, detect, converse with, discern, convey, express oneself, and exchange information is crucial for this role.

Direct reports

Patient Experience Manager