Patient Advocate / Social Worker
Proactive MD, Franklin, WI, United States
People are a company's greatest resource, which is why caring for employees and keeping them healthy is so important. Proactive MD offers a comprehensive health management solution that extends well beyond the clinic walls. Access to on-site physicians, full direct primary care services, and excellent client support are the hallmarks of our program. By engaging a workforce and offering them a personal relationship with a primary care physician, we can deliver measurably better outcomes, making people happier, healthier, and more productive while significantly lowering overall medical costs for employers. We put employees' health first because amazing care yields amazing results. We are the next generation of workplace health centers.
Job Summary
The mission of the Patient Advocate (PaD) is to facilitate and ensure continuity in patient care and serve as a conduit of care between the services of the health center and the community. The PaD will strategically engage employees and their dependents before, during, and after visits to the center in order to ensure we are providing personalized, informative, and compassionate care. The PaD role is supported by and reports to the Director of Patient Care Navigation and works closely with the Client Relations, Clinical Operations team, Health Center Provider, and Client HR Team.
Location & Hours
Address: 8429 W. Forrest Hill Ave., Franklin, WI 53132
Hours: Mon, Wed: 7:00 AM – 5:00 PM; Tue, Thurs: 8:00 AM – 6:00 PM; Fri: 7:00 AM – 11:00 AM
Essential Duties and Responsibilities
Coordination of Care
Coordinate care with external specialists, imaging centers, labs, medical equipment providers, counselors, and community resources under the direction of the Provider.
Ensure electronic medical records are provided to Proactive MD’s Provider following any specialist visit and that Provider records are sent to specialists prior to patient visit.
Receive prior authorizations required by the insurance company for tests or procedures and, as appropriate, send prior notification to insurance regarding procedures or referrals.
Continuously refine and update the list of value‑based providers suitable for referral in the community the Health Center serves.
Assist patients in navigating the healthcare system.
Coordinate care when a patient is admitted and discharged from the emergency room or hospital, ensuring the Provider is included in the after‑care process.
Visit hospitalized patients to ensure care coordination is directed by the Provider.
Coordinate with Care Beyond the Walls RN Case Manager with medically complex patients requiring significant out‑of‑center care.
Patient Engagement
Engage with patients to encourage use of the Health Center through high‑risk or patient engagement dashboards.
Encourage and coordinate follow‑up visits at the Health Center.
Work with the on‑site Provider, Client Relations and Client representative to develop outreach campaigns and educational resources; execute and ensure success of these campaigns.
Represent the Health Center at internal and external meetings and events.
Encourage completion of patient survey at the end of each Health Center encounter.
Text, email, or mail patient communications regarding significant events (birthdays, get‑well notes, condolences, congratulations, etc.).
Patient Education
Be knowledgeable about and provide information to patients regarding available community services that could enhance their care.
Coordinate patient care and treatment plans; provide educational materials and consultation; follow up on patient well‑being.
Assist patients using individual appointments in understanding benefits available through their health insurance program (EAP, etc.).
Health Center Synergy
Coordinate with Clinical Operations during high utilization periods to ensure patients are greeted, checked in, roomed, and phones are answered.
Engage with the provider in the role of “embedded” case manager for optimal utilization of skills and abilities.
Encourage patient completion of tablet‑based patient satisfaction survey.
Participate in any Health Center‑wide meetings to ensure excellent cross‑communication and collaboration.
Required Knowledge, Skills, & Abilities
2+ years of experience in a healthcare setting, Medical or Healthcare Social Work in a similar setting, or Case Management role.
Bachelor of Social Work degree.
Current BLS certification through the American Heart Association valid for at least 90 days after the start date.
Medical terminology, including understanding of specialists.
Knowledge of the concepts and principles of medical case management.
Ability to communicate effectively and maintain working relationships with people from diverse backgrounds.
Knowledge of the healthcare industry and available patient resources.
Knowledge of payors.
Ability to prioritize needs and plan work accordingly.
Knowledge of HIPAA confidentiality requirements.
Preferred
Master’s degree in Social Work.
Knowledge of third‑party payer requirements.
Licensure in LPCW, LCIS, LPC or similar.
Proactive MD is firmly committed to creating a diverse workplace and is proud to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, gender identity and/or expression, sexual orientation, ethnicity, national origin, age, disability, genetics, marital status, amnesty status, or veteran status applicable to state and federal laws.
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Job Summary
The mission of the Patient Advocate (PaD) is to facilitate and ensure continuity in patient care and serve as a conduit of care between the services of the health center and the community. The PaD will strategically engage employees and their dependents before, during, and after visits to the center in order to ensure we are providing personalized, informative, and compassionate care. The PaD role is supported by and reports to the Director of Patient Care Navigation and works closely with the Client Relations, Clinical Operations team, Health Center Provider, and Client HR Team.
Location & Hours
Address: 8429 W. Forrest Hill Ave., Franklin, WI 53132
Hours: Mon, Wed: 7:00 AM – 5:00 PM; Tue, Thurs: 8:00 AM – 6:00 PM; Fri: 7:00 AM – 11:00 AM
Essential Duties and Responsibilities
Coordination of Care
Coordinate care with external specialists, imaging centers, labs, medical equipment providers, counselors, and community resources under the direction of the Provider.
Ensure electronic medical records are provided to Proactive MD’s Provider following any specialist visit and that Provider records are sent to specialists prior to patient visit.
Receive prior authorizations required by the insurance company for tests or procedures and, as appropriate, send prior notification to insurance regarding procedures or referrals.
Continuously refine and update the list of value‑based providers suitable for referral in the community the Health Center serves.
Assist patients in navigating the healthcare system.
Coordinate care when a patient is admitted and discharged from the emergency room or hospital, ensuring the Provider is included in the after‑care process.
Visit hospitalized patients to ensure care coordination is directed by the Provider.
Coordinate with Care Beyond the Walls RN Case Manager with medically complex patients requiring significant out‑of‑center care.
Patient Engagement
Engage with patients to encourage use of the Health Center through high‑risk or patient engagement dashboards.
Encourage and coordinate follow‑up visits at the Health Center.
Work with the on‑site Provider, Client Relations and Client representative to develop outreach campaigns and educational resources; execute and ensure success of these campaigns.
Represent the Health Center at internal and external meetings and events.
Encourage completion of patient survey at the end of each Health Center encounter.
Text, email, or mail patient communications regarding significant events (birthdays, get‑well notes, condolences, congratulations, etc.).
Patient Education
Be knowledgeable about and provide information to patients regarding available community services that could enhance their care.
Coordinate patient care and treatment plans; provide educational materials and consultation; follow up on patient well‑being.
Assist patients using individual appointments in understanding benefits available through their health insurance program (EAP, etc.).
Health Center Synergy
Coordinate with Clinical Operations during high utilization periods to ensure patients are greeted, checked in, roomed, and phones are answered.
Engage with the provider in the role of “embedded” case manager for optimal utilization of skills and abilities.
Encourage patient completion of tablet‑based patient satisfaction survey.
Participate in any Health Center‑wide meetings to ensure excellent cross‑communication and collaboration.
Required Knowledge, Skills, & Abilities
2+ years of experience in a healthcare setting, Medical or Healthcare Social Work in a similar setting, or Case Management role.
Bachelor of Social Work degree.
Current BLS certification through the American Heart Association valid for at least 90 days after the start date.
Medical terminology, including understanding of specialists.
Knowledge of the concepts and principles of medical case management.
Ability to communicate effectively and maintain working relationships with people from diverse backgrounds.
Knowledge of the healthcare industry and available patient resources.
Knowledge of payors.
Ability to prioritize needs and plan work accordingly.
Knowledge of HIPAA confidentiality requirements.
Preferred
Master’s degree in Social Work.
Knowledge of third‑party payer requirements.
Licensure in LPCW, LCIS, LPC or similar.
Proactive MD is firmly committed to creating a diverse workplace and is proud to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, gender identity and/or expression, sexual orientation, ethnicity, national origin, age, disability, genetics, marital status, amnesty status, or veteran status applicable to state and federal laws.
#J-18808-Ljbffr