Health Engagement Coordinator 1/2

Position Overview: The CalAIM Health Engagement Coordinator is an administrative professional who plays a key role in managing Treatment Authorization Requests (TARs), health information, and client outreach. Working closely with the CalAIM team, this position ensures efficient processing of TARs, manages health records, and coordinates external referrals from community-based organizations, clinics, and other partners. The Health Engagement Coordinator provides essential support to the CalAIM Program, helping facilitate access to care for Medi-Cal recipients through meticulous administrative and information management. This role is essential for the smooth operation of health engagement and client coordination efforts. This is a full workweek (M-F) in-person position.

Key Responsibilities
Treatment Authorization Request (TAR) Coordination
• Processing and Entry: Receive and process all Treatment Authorization Requests (TARs) from health plans, ensuring accurate and timely entry into health information systems.
• Documentation and Tracking: Track the status of TARs and maintain up-to-date records, coordinating with healthcare providers and clients to resolve any issues or incomplete requests.

Health Information Management
• Medical Records Coordination: Receive, organize, and maintain medical charts, case notes, and records for CalAIM clients, ensuring compliance with confidentiality and HIPAA standards.
• Data Management: Enter, update, and manage client information within the organization’s health records system, ensuring accuracy and easy accessibility for authorized staff.
• External Communications: Send and receive, via phone, fax, and email, case management records, summaries, and other necessary documentation to/from health plans and partner organizations as needed.

Client Outreach and Engagement
• Potential Client Outreach: Conduct outreach to potential clients assigned by the health plan, introducing them to available services and providing program information.
• Client Coordination: Serve as a liaison for assigned clients, facilitating communication between clients, health plans, and the CalAIM care management team.

Referral Coordination
• Processing External Referrals: Oversee the intake and processing of external referrals from Community-Based Organizations (CBOs), clinics, and other partners, coordinating with CalAIM Lead Care Managers as needed.
• Referral Tracking and Follow-up: Maintain records of referral sources and statuses, following up with partners to ensure a smooth transition and appropriate service linkage.

Qualifications
• Education: High school diploma or equivalent; Associate’s degree in healthcare administration or a related field preferred.
• Experience: Minimum of 2 years of experience in an administrative role within a healthcare setting, such as Health Information Clerk, Referrals Coordinator, or a similar role.
• Skills: Strong organizational skills, attention to detail, and proficiency with health information systems and Microsoft Office Suite.
• Knowledge: Familiarity with healthcare and health information management, including HIPAA regulations; knowledge of CalAIM and Medi-Cal services is a plus.
Preferred Competencies
• Communication: Ability to communicate clearly and compassionately with clients and partners.
• Problem-Solving: Skilled at resolving issues in document processing, TAR coordination, and referral management.
• Team Collaboration: Demonstrated ability to work effectively with healthcare providers, CalAIM team members, and external organizations.