Patient Advocate (Spanish Speaking)

Indigo Management Inc; New York (NY); On-site; USD 70,000 - 100,000; Full time

Job summary

Indigo Management Inc. seeks a dedicated referral development specialist to build and maintain relationships with physicians, discharge planners, nursing facilities, and community organizations.

You will conduct regular in-person visits to promote home care services and convert referrals into admissions, while meeting set goals and tracking pipeline metrics. You will participate in community events to raise awareness, present service offerings to patients and families, and coordinate the

Qualifications

• Excellent verbal and written communication skills.
• Strong interpersonal and relationship-building abilities.
• Ability to work independently in community-based settings.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with CRM or intake systems (Zoho or similar).

Responsibilities

• Develop and maintain referral relationships with physicians, discharge planners, and community organizations.
• Conduct regular in-person visits to promote home care services and generate referrals.
• Identify prospective patients and convert referrals into admissions.
• Meet referral, admission, and business development goals.
• Track referral activity, admissions, and sales pipeline metrics.
• Attend events to develop referral relationships and increase market awareness.
• Present home care services to patients, families, and referral sources.
• Coordinate admission process and transition from referral to enrollment.
• Advocate for patients to ensure appropriate services and authorizations.
• Coordinate with internal teams on referrals and authorizations.
• Maintain documentation and provide updates to leadership.

Skills

Verbal communication

Written communication

Relationship building

Field sales

CRM Zoho

Time management

Negotiation

Tools

CRM Zoho

Job description

Essential Duties and Responsibilities• Develop and maintain referral relationships with physicians, discharge planners, social workers, nursing facilities, hospitals, and community organizations. • Conduct regular in-person visits to referral sources (nursing homes, doctor’s office, clinics, and community organizations) to promote home care services and generate new client referrals.• Identify prospective patients and referral opportunities and convert referrals into admissions.• Meet established referral, admission, and business development goals. • Conduct community outreach and networking activities to increase market awareness and generate new business opportunities.• Track referral activity, admissions, and sales pipeline metrics.• Attend community events, healthcare networking events, and professional meetings to develop referral relationships. • Present and explain home care service offerings to prospective patients, families, and referral sources to facilitate enrollment and admission decisions. • Facilitate the admission process for prospective clients and coordinate the transition from referral to enrollment.• Advocate for patients to ensure appropriate services and authorizations.• Develop and maintain strategic referral relationships that generate ongoing admissions and business growth.• Coordinate with internal teams on referrals and authorizations.• Maintain accurate documentation and records. • Provide updates and reports to leadership. Performance Expectations• Achieve established referral and admission goals.• Maintain an active schedule of field visits to referral sources and prospective clients.• Consistently develop new referral relationships while maintaining existing accounts.• Monitor referral conversion rates and implement strategies to increase admissions. Knowledge• Understanding of home care services, Medicaid-funded programs, and healthcare systems.• Familiarity with patient intake, eligibility screening, and care coordination processesSkills• Excellent verbal and written communication skills.• Strong interpersonal and relationship-building skills.• Ability to explain complex information clearly and compassionately.• Strong organizational and time-management skills.• Proficiency with CRM or intake systems (Zoho or similar preferred). Abilities • Ability to work independently in community-based settings.• Ability to manage multiple priorities in a fast-paced environment.• Ability to advocate effectively for patients and families.• Ability to maintain professionalism, empathy, and confidentiality