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Department:  Support Services
Status:  Full Time
Shift:  1st

Job Summary: 

Working with the Case Manager, the Patient Health Advocate is a member of the Care Management team the Health Advocate assists with the daily management of a patient population by collecting detailed information regarding the patient, monitoring care, scheduling preventative and follow-up visits, and assisting the patient with goal setting and the management of their care


Essential Functions: 

Assists in patient care management by having an assigned patient population and/or assists the Provider and Care Manager in patient care management. Actively participates in the planning, preparation and data collection on managed patients. Anticipates the needs of assigned patient population.

• Promotes successful program implementation and quality cost-effective outcomes within the scope of responsibility. Maintains clinical competency requirements within scope of practice. Demonstrates initiative for self-improvement and completes required competencies.

• Participates as a team member and communicates effectively with the health care team. Participates in staff meetings and other interdisciplinary meetings.

• Demonstrates excellent communication skills. Communicates with patient/family in a clear, concise and understandable manner. Obtains confirmation that information given to patient/family was understood.

• Demonstrates knowledge and use of ICD-10 coding.

• Manages patient cases under the direction of the Care Manager.

• Schedules appointments (new and return) and ancillary test/surgeries. Is responsible for new patient coordination.

• Documents/reports patient’s concerns and symptoms, reactions, and changes (appropriate to age) to Care Manager.

• Performs clinical documentation of all appropriate notes in the patient’s medical record, and/or care management system both timely and accurately under the direction of the Care Management team, ensures that patient receives results of laboratory and diagnostic tests, special test instructions, and other information in a timely manner.

• Coordinates communication and transactions between patient, ancillary services, consultants, and physicians. Coordinates authorization required by insurance as needed.

• Creates the necessary care management reports timely and accurately.

• Works with Utilization Management and insurance companies, when needed, to assist patients.


Education, Training and Experience

Required: High School diploma or equivalent.

Preferred: Two (2) years of related work experience in an acute care or ambulatory care facility and/or medical group practice.


Skills or Other Qualifications


• Self-directed individual with ability to prioritize multiple tasks and meet deadlines, excellent attention to detail, and maintain a high level of work quality.

• Strong team player with excellent oral, verbal and presentation communication skills.

• Proven ability to interface with all customer levels (physicians, Organizational staff, insurance companies, patients and family members).

• Working knowledge of Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint, plus healthcare database systems.

• Basic knowledge of medical procedures and terminology.


• Qualified bilingual or multilingual candidates.


License and Certifications


• MA Certificate.

• Current CPR Certificate.


Nearest Major Market: Orange County
Nearest Secondary Market: Los Angeles

Job Segment: Medical, Clinic, Patient Care, Laboratory, Database, Healthcare, Science, Technology

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