Program Specialist - Clinical Programs in San Jose, California at Roots Community Health Center

Position Summary:

Representing Roots Community Health Center as a dedicated member of the Clinical Programs team, the Clinical Programs Specialist drives care coordination, patient education, and proactive outreach for South Bay patients. This role also supports cross-functional clinical initiatives that improve health outcomes for South Bay patients.

The Clinical Programs Specialist provides superior patient service, collaborating closely with care teams, clinic personnel, external specialty providers, and community partners. Managing a large patient panel, you will use advanced prioritization skills to proactively track and coordinate clinic visits, laboratory monitoring, specialty referrals, and community-based outreach. This position monitors, communicates, and documents all patient interactions across multiple electronic tracking systems, including Electronic Health Records. The Specialist role is also to ensure compliance with quality reporting requirements and deliver timely, impactful care.

Duties and Responsibilities:

Outreach, In-Reach & Community Engagement

• Conduct external outreach to promote Roots programs, events, campaigns, and classes among community members and partner organizations.
• Perform "in-reach" with existing patients to increase awareness, education, and active participation in clinical programs.
• Support group visits, facilitate participant activities, and assist with incentive distribution.
• Attend weekend outreach events and work on-site as needed.

Care Coordination & Patient Support

• Collaborate with patient care providers and navigation team members to align on recommended visit schedules, share progress, and coordinate care.
• Partner with Patient Care Coordination staff to verify insurance coverage, process referrals, and schedule appointments.

Documentation, Operations & Reporting

• Maintain accurate, up-to-date daily service logs in program-specific patient tracking systems.
• Work with administrative staff to ensure precise program documentation and reporting compliance.
• Attend and participate in required role-specific, organizational, and Medi-Cal Administrative Activities (MAA) implementation training.

Strategic Collaboration & Issue Resolution

• Participate in regular team meetings to discuss service coordination status, share insights, and address barriers like workload or hard-to-reach patients.
• Provide program feedback to support strategic development and team improvements.
• Identify and escalate complex issues to management for swift resolution.
• Demonstrate flexibility in adapting to new processes, projects, and organizational priorities as needed.

Required Qualifications:

• Strong interest in healthcare, social determinants of health, and health disparities.
• Interest/experience working with low-income communities of color.
• Excellent written and verbal communication skills.
• Excellent team-player capabilities.
• Ability to manage multiple phone lines, spreadsheets, and files.
• Ability to work effectively with patients from diverse backgrounds.
• Strong working knowledge of Microsoft Office and G-Suite.
• Ability and willingness to learn Electronic Health Records and multiple reporting systems.

Preferred Qualifications:

• 1 year of experience performing clinical, coordination, and/or administrative functions.

Competencies:

• Patient & Community Engagement: Strong ability to connect with, educate, and support individuals from diverse socioeconomic and cultural backgrounds.
• Care Coordination & Panel Management: Skilled in organizing care schedules, managing specialty referrals, and tracking patient progress across clinical teams.
• Written & Verbal Communication: Clear, compassionate, and professional communication skills for patient interactions and cross-functional team collaboration.
• Technical & Systems Proficiency: Proficiency in leveraging productivity tools (Microsoft Office, G-Suite) and adaptability to learn Electronic Health Records (EHR) and specialized tracking systems.
• Adaptability & Problem-Solving: Ability to prioritize complex tasks, manage high volume, adapt to evolving processes, and escalate issues appropriately.
• Collaboration & Teamwork: Ability to work cooperatively within navigation teams, administrative staff, and external partners to achieve shared health outcomes.