Client Outreach Specialist
Core
Primary driver of growth acting as a bridge between individuals seeking mental health help and the care provided, navigating clients through obstacles to establish treatment.
Role type
Client Enrollment & Engagement Specialist
Builds
Client enrollment, scheduling, and care establishment
Domain
Mental health / Healthcare
Required skills
outbound communication, insurance verification, CRM management, patient portal navigation, care navigation, persuasion, data documentation
Preferred skills
healthcare customer service background, complex support environment experience, simplifying complex information, high-volume workflow management
Responsibilities
Educate prospective clients on enrollment process, manage outbound communications to guide clients to care, persuade unengaged patients to schedule appointments, verify insurance eligibility, document client activity in CRM and patient portal
Seniority
Individual Contributor