Intake Patient Navigator

CP Unlimited is seeking an Intake Patient Navigator to support its new Health Home Care Management program. This position serves as an initial point of contact for prospective members, helping individuals understand available services and navigate the referral, eligibility, intake, and enrollment process. The Intake Patient Navigator works closely with care management staff, healthcare providers, and community partners to connect individuals with appropriate support.

This role requires strong communication, organization, and follow-up skills to promote member engagement and a smooth transition into ongoing care management services.

Essential Duties and Responsibilities

Receive and process referrals from healthcare providers, community organizations, internal departments, and other referral sources. Contact prospective members to explain Health Home care management services and assist them with the intake process. Conduct initial screenings to gather information about medical, behavioral health, and social service needs.

Review Medicaid eligibility and program eligibility information in accordance with established procedures. Assist prospective members with completing required enrollment forms, consents, and supporting documentation. Identify missing information and follow up with members, referral sources, and service providers to complete intake records.

Conduct outreach by telephone and through community-based contacts to engage individuals who may benefit from services. Track referrals, outreach attempts, eligibility reviews, and enrollment progress. Coordinate with care management staff to support timely assignment and a smooth transition following enrollment. Help individuals connect with appropriate community resources while their referrals are being processed.

Identify urgent needs and promptly communicate concerns to the supervisor or appropriate care management staff. Maintain accurate, timely, and confidential records in electronic databases and designated tracking systems. Build effective relationships with referral sources and community partners. Participate in staff meetings, supervision, and required training.

Follow agency policies and applicable confidentiality and program requirements. Provide respectful, culturally responsive assistance that supports informed choice and member participation.

Requirements

and Qualifications Bachelor’s degree in a related field preferred; an associate’s degree with relevant experience may be considered. One to three years of relevant experience in intake, patient navigation, outreach, healthcare, case management support, or human services. Strong customer service, communication, and interpersonal skills.

Ability to explain services and enrollment requirements clearly and respond professionally to questions. Strong organizational skills, attention to detail, and ability to manage multiple referrals and follow-up tasks. Ability to establish rapport with individuals experiencing complex health and social service needs. Proficiency with electronic databases, accurate data entry, and standard computer applications.

Ability to maintain confidentiality and handle sensitive information appropriately. Ability to work independently and collaboratively in a hybrid, community-based setting. Ability to participate in community outreach and fieldwork as required.

Preferred Qualifications

Experience with Health Home referrals, intake, or enrollment. Familiarity with Medicaid eligibility and benefits. Knowledge of healthcare, behavioral health, housing, and community service resources. Experience engaging individuals who face barriers to accessing care. Experience using electronic health records or referral tracking systems.

Work Arrangement: Hybrid, including remote work, community fieldwork, and office attendance based on program needs. Community travel is required.

Compensation

The hourly rate is $24.10–$25.64 , equivalent to approximately $47,000–$50,000 annually , based on 37.5 hours per week.

Compensation

will be based on relevant experience and qualifications. EOE