Patient Outreach & Enrollment Supervisor (Bilingual-English and Spanish)

Location: Kern/Fresno – Bakersfield Corporate

Job Summary:   Supervises the Patient Outreach & Enrollment Department.   The Supervisor position manages daily activity, communicates company goals, guides the team, and provides direction and guidance to all POES. Responsible for providing health care systems navigation for patients who qualify under the Patient Protection and Affordable Care Ace (ACA), Immigration Reform (IR) or 3rd Party Payors, etc. Patient Outreach & Enrollment Supervisor (POES) Services may include, but are not limited to guiding patients through the health care system, helping them to complete insurance paperwork, assisting patients in obtaining financial help for their medical services, directing to their health care services for further diagnosis and treatment, identifying local resources and support, keeping track of and help patients get to their appointments, talking to the patients’ doctors and/or nurses, and providing patients additional health care information.  Many patients are Spanish speakers and fluency in Spanish as well as familiarity with the regional Hispanic culture is required.

In addition, the ideal candidate must support mission and goal achievement, organizational quality and the patient-centered medical home philosophy we operate by.  Incorporate core organizational values of quality, respect, integrity, partnership, and compassion in all activities and decisions.  Perform community outreach and marketing to increase Omni Family Health (OFH) effectiveness in responding to the healthcare access needs of persons living in Kern County. Increase the number of area residents, especially those who qualify for the guidelines set by the Patient Protection and Affordable Care Act, who have access to primary and preventive health care services by identifying those eligible for publicly-sponsored insurance programs and other social services and assisting persons identified to navigate the enrollment process to secure needed services.  Ensure that newly enrolled members of publicly-funded insurance programs understand how their insurance plan works and have a functional relationship with an appropriate primary care provider. Protect the dignity, privacy, and confidentiality of patients and their families, as well as co-workers and others.

Job Duties:

Patient Outreach & Enrollment Supervisor Tasks and Responsibilities (75% of workload)

  1. Promote the Patient Outreach & Enrollment Specialist (POES) within the Health Center, at other health care services that feed and draw from the Health Center, to local groups, organizations and institutions, which are stakeholders in the improvement of cancer health disparities areas.
  2. Perform all day to day, in Health Center POES tasks
  3. Assist patients to accurately complete application (s) and successfully enroll/re-enroll into government sponsored health insurance programs or 3rd Party Payors, etc.
  4. Frequent travel expected
  5. Ability to put consumer at ease while asking sensitive and personal questions.
  6. Actively encourage and enroll new members by meeting program standards for application completion and lead generation.
  7. Provide support and guidance to all POES
  8. Strong Organizational skills
  9. Effective communication skills
  10. Provide and run reports daily, weekly, monthly for accuracy and to insure POES are within production standards
  11. Provide monthly audits in PointCare data base to verify all POES are charting correctly
  12. Provide POES month team meetings for reviews and updates
  13. Outreach event and onsite visits on locations are needed for monitoring POES productivity and to ensure program processes being followed and adhered to.
  14. Constant communication with direct Supervisor
  15. Assist Marketing with Grand Openings, Ground Breaking, and Omni events
  16. Ability to take direction and work well independently and with others
  17. Participates in Quality Improvement activities and training programs as required and/or appropriate.
  18. Perform other duties as assigned

Supervisor Duties:

  1. Directly supervise Patient Outreach & Enrollment Specialist program staff team members as assigned
  2. Evaluate Patient Outreach & Enrollment Specialist performance and competency
  3. Enforce OFH policies and procedures
  4. Orient new staff
  5. Staff Scheduling
  6. Oversee departmental quality assurance
  7. Communicate changing needs to Director
  8. Order Supplies for department
  9. Assist with annual budget and capital expenditures
  10. Work with Marketing Partner, Supervisors and Health Center Managers to grow and promote the Patient Outreach & Enrollment Specialist and the many services we provide
  11. Work with designated Health Center to establish a patient profile for enrollments in the Patient Outreach & Enrollment Specialist program
  12. Oversee collection, management Security and maintenance of project-related data, especially those required to demonstrate achievement of project metrics
  13. Assure that all required reporting is completed accurately and in a timely manner according to established deadlines
  14. Assess Target Markets and develop a plan to reach that Market
  15. Track and calculate patient count for prospective grants for Medical Assistants, Health Educators, District Administrators and Executive Staff.
  16. Run PointCare reports and Navigator reports weekly
  17. Submit bi-weekly report cards to direct supervisor
  18. Track POES progress reports weekly
  19. Complete State Navigator and Federal CEC training course and pass all certification exams
  20. Strong ability to multi-task
  21. Handle sensitive and personal information with an understanding and respect for client and employee confidentiality
  22. Follows up on all documents and reports for data collection
  23. Keep track of all outreach hours for accounts payable and do required employee reviews in a timely manner
  24. Ability to present a professional image at all times.

Administrative Reporting:

  1. Collect and summarize process data for all Grant reporting
  2. Assist in the collection of all data
  3. Maintain and regularly update project data


  1. Meet monthly face to face with POES to report and review program progress
  2. Maintain weekly communication with all POES
  3. Communicate with Health Center Managers, District Health Services Administrators and other service/health-related organizations with access to target population to identify status or services and coordinate patient care
  4. Possess strong interpersonal communication skills; is outgoing, very sensitive and aware of needs of public health clients who experience serious health problems and who have limited resources to address those in need

Training Requirements:

  1. Complete State Navigator and Federal CEC training course and pass all certification exams through Covered California.

Additional Duties:

  1. Responsible for maintaining abreast of and in compliance with all HIPAA regulations and requirements.
  2. Required to learn and use the EHR/EOHR (Medical Practice Electronic System) and its components. As required by the job functions and highlighted in the Policies and Procedures.
  3. Attend appropriate in-service training and professional seminars
  4. Other related duties as directed by the Director of Business Services. The intent of this job description is to provide a representative and level of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.



  • Associate degree or high school diploma with at least five years’ experience in a medical or outreach setting.


  • 2+ years of healthcare experience


  • Knowledge of outreach and enrollment practices and activities in a community setting.
  • Must have supervisory experience of at least two years preferred and knowledge of supervisory practices and principles, including work planning, scheduling, review and evaluation and employee training and discipline.
  • Knowledge of applicable laws, rules and regulations, including MediCal and HIPPA.
  • Thorough understanding of medical terminology, payor sources, insurance and program requirements.
  • Ability to communicate and maintain an effective working relationship with staff and providers.
  • Must be a self-starter and be able to function with little or no supervision.
  • Must obtain a valid Driver’s License and Proof of insurance.


Responsible To:         Director of Business Services

Classification:             Full Time Position, Exempt