Engagement Specialist

Wheeler Clinic; Plainville (CT); On-site; USD 28,000 - 33,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision insurance

Life and AD&D insurance

403(b) Plan

Education reimbursement

Training & development

Productivity incentive

Paid time off (PTO)

EAP

Job summary

Wheeler Clinic in Plainville, CT, is seeking an Engagement Specialist to provide centralized engagement, outreach, and care coordination support for behavioral health services. You will help improve access, retention, and continuity of care through proactive communication and collaboration with clinical teams.

This full-time role offers competitive benefits and emphasizes culturally competent, patient-centered engagement.

Qualifications

• High School diploma required.
• Minimum of one year of progressively responsible work experience, preferably in a healthcare or behavioral health setting.
• Experience with electronic health records and Microsoft Office applications required.
• Strong organizational, communication, and coordination skills.
• Ability to manage multiple priorities and maintain accurate documentation in a fast-paced environment.

Responsibilities

• Collaborates with clinicians and care teams to support patient engagement and retention across individual and group-based behavioral health services.
• Conducts proactive outreach to patients, including those new to services, recently referred, or difficult to engage.
• Contacts patients who miss scheduled appointments and facilitates timely rescheduling.
• Maintains ongoing communication with referral sources, collateral contacts, and primary care providers to support continuity of care.
• Sends engagement and discharge communications in accordance with program protocols.
• Assists patients in accessing recovery supports, housing resources, and other identified needs.
• Tracks and manages engagement workflows, including outreach attempts, outcomes, and follow-up actions.
• Produces and delivers timely, accurate, and professional documentation in the electronic health record and other systems.
• Monitors assigned caseloads or worklists to ensure no gaps in outreach, follow-up, or engagement activities.
• Maintains professionalism in all interactions with patients, staff, and external partners.
• Meets established performance metrics and key performance indicators related to access, engagement, and retention.
• Participates in ongoing training and staff development to enhance skills, efficiency, and knowledge of best practices.
• Demonstrates cultural competency and applies inclusive, patient-centered engagement approaches.

Job description

Wheeler's vision is that all people will have the opportunity to grow, change and live healthier, productive lives. Our mission is to provide equitable access to innovative care that improves health, recovery and growth at all stages of life.

POSITION SUMMARY

The Engagement Specialist provides centralized engagement, outreach, and care coordination support to children and adults receiving behavioral health services. This role is responsible for improving patient access, retention, and continuity of care through proactive communication, follow-up, and coordination with clinical teams and referral sources. This position operates from a centralized location alongside the Care Management team, supporting multiple programs, health center sites, and service lines.

HOURLY RATE $20

EDUCATION AND EXPERIENCE/QUALIFICATIONS

High School diploma required. Minimum of one year of progressively responsible work experience, preferably in a healthcare or behavioral health setting.

Experience with electronic health records and Microsoft Office applications required.

Strong organizational, communication, and coordination skills.

Ability to manage multiple priorities and maintain accurate documentation in a fast-paced environment.

LOCATION

SCHEDULE

Full time

EMPLOYEE BENEFITS

At Wheeler, we're committed to not only supporting your career growth but also ensuring your well-being and security. Here's how we invest in you:

Nurture Your Health:

• Comprehensive medical and prescription insurance through Centivo
• Comprehensive dental and vision insurance through Cigna
• Access to wellness programs to support your physical and mental health

Secure Your Future:

• Enjoy peace of mind with company-paid life and AD&D insurance
• 403(b) Plan, with contributions from the company
• Pursue your educational goals with our Education Reimbursement Program
• Access training and development opportunities
• Receive a productivity incentive to recognize your hard work and dedication

Maintain Work-Life Harmony:

• Recharge with generous paid time off, including:
  • 15 vacation days per year to explore and recharge
  • 8 sick days per year for your well-being
  • 2 personal days per year for your personal needs
  • 2 floating holidays per year to celebrate what matters to you
  • 9 paid company holidays to spend with loved ones
• Access free and confidential counseling through our Employee Assistance Program (EAP)

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Collaborates with clinicians and care teams to support patient engagement and retention across individual and group-based behavioral health services.
• Conducts proactive outreach to patients, including those new to services, recently referred, or difficult to engage.
• Contacts patients who miss scheduled appointments and facilitates timely rescheduling.
• Maintains ongoing communication with referral sources, collateral contacts, and primary care providers to support continuity of care.
• Sends engagement and discharge communications in accordance with program protocols.
• Assists patients in accessing recovery supports, housing resources, and other identified needs.
• Tracks and manages engagement workflows, including outreach attempts, outcomes, and follow-up actions.
• Produces and delivers timely, accurate, and professional documentation in the electronic health record and other systems.
• Monitors assigned caseloads or worklists to ensure no gaps in outreach, follow-up, or engagement activities.
• Maintains professionalism in all interactions with patients, staff, and external partners.
• Meets established performance metrics and key performance indicators related to access, engagement, and retention.
• Participates in ongoing training and staff development to enhance skills, efficiency, and knowledge of best practices.
• Demonstrates cultural competency and applies inclusive, patient-centered engagement approaches.
• Performs additional administrative and coordination duties as assigned.

Wheeler Clinic is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.