Demo

Patient Services Specialist

Roots Community Health
San Jose, CA Full Time
POSTED ON 4/2/2026
AVAILABLE BEFORE 5/1/2026
Description

Position Summary:

The Patient Services Specialist represents Roots Community Health Center, working as part of a team in a highly visible setting. This position provides superior client/patient service, and interacts with team members/clinic personnel, employees of other departments, physicians’ offices and hospitals, as well as the public. This position provides outreach and services for low-income and/or high-risk individuals such as justice involved, houseless and substance using populations who are potentially eligible for Medi-Cal funded services and are in need of medical care.

Duties And Responsibilities

  • Process clinic specialist referrals from start to finish by submitting, assisting with scheduling and providing access to resources.
  • Identify ways to improve the delivery and experience of care for Roots patients.
  • Support patients in their wellness goals by way of engagement.
  • Document and communicate effectively with patients and the patients’ care teams.
  • Maintain databases and update electronic health system.
  • Conduct new patient intakes.
  • Attend program meetings to discuss status of referrals, challenges/barriers with the following up with patients, and/or outside specialist. Report to the program administrators the current total of referrals for each program.
  • Attend and participate in MAA/TCM Implementation Trainings.
  • Train others on the referral workflow.
  • Complete projects, as needed.
  • Maintain strict confidentiality and follow all HIPAA regulations.
  • Attend organizational and other trainings and meeting related to job role.

Requirements

Competencies:

  • Bachelor’s degree with 3 years’ experience in program and /or project management.
  • OR Associate degree in related fields with 4 years’ experience working in program and /or project management.
  • Experience working in a non-profit organization, or a community clinic preferred.
  • Cultural competency and the ability to work effectively across diverse populations.
  • Solid organizational skills including attention to detail and multi-tasking.
  • Strong working knowledge of Microsoft Office and G-Suite.
  • Ability to work with people from diverse backgrounds.
  • Strong communication skills, both written and oral with excellent interpersonal and customer service skills.
  • Possess a growth mindset: the willingness to be coached and to develop the Patient Services team as demand increases.
  • Ability to work on-site full-time, as needed.

Roots Community Health Center is proud to be an Equal Employment Opportunity/Affirmative Action Employer and values diversity of culture, thought and lived experiences. We seek talented, qualified individuals regardless of race, color, religion, sex, pregnancy, marital status, age, national origin or ancestry, citizenship, conviction history, uniform service membership/veteran status, physical or mental disability, protected medical conditions, genetic characteristics, sexual orientation, gender identity, gender expression regardless of physical gender, or any other consideration made unlawful by federal, state, or local laws. Roots uses E-Verify to validate the eligibility of our new employees to work legally in the United States.

Salary.com Estimation for Patient Services Specialist in San Jose, CA
$49,466 to $60,638
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