Crossover Health

Care Navigator

• Process referrals daily to secondary care outside Crossover Health, including specialists, imaging, community resources, and employer benefits
• Maintain specialist, community service, and employer benefit directories
• Track referrals, maintain communication, and document appropriately to ensure continuity of care
• Ensure referrals are addressed in a timely manner
• Assist with training MDs and CNs on the external referral process
• Assist with prior authorizations as needed
• Serve as the single point of contact between specialists, clinic physicians, and patients for care outside Crossover Health clinics
• Provide updates to the clinical team regarding active referrals
• Use clinical judgment and critical thinking to identify provider type and referral urgency
• Generate complete referral packets and submit appropriate clinical documents to specialists
• Ensure referral packets arrive at specialist offices and patients receive timely appointments
• Work within patient insurance benefits and consult benefit specialists for high-quality, cost-effective care
• Troubleshoot downstream complications and prevent gaps in care
• Interface professionally with primary care MDs, RNs, and clinic Hosts
• Assist in developing technology and service innovations for closed-loop referral communication and coordination
• Perform other duties as assigned

Clinical Specialist

• Lead clinical informatics initiatives supporting integration and optimization of EHR and other clinical systems
• Collaborate with product, IT, and data teams to reflect clinical requirements in platform design and functionality
• Gather and prioritize provider and clinical staff feedback for system improvements and user experience enhancements
• Contribute to interoperability efforts, including evaluation of data exchange standards, APIs, and vendor integrations
• Configure and maintain clinical applications such as Athenahealth and Elation
• Provide tier-2 application support and escalate issues to vendors or IT when needed
• Participate in software upgrades, testing, and system validation
• Assist with vendor relationship management and service-level expectations
• Develop training materials, job aids, and tip sheets
• Deliver training and go-live support to providers, nurses, and operational staff
• Document clinical workflows and maintain system configuration records
• Support project timelines, testing plans, and implementation checklists
• Track KPIs and performance metrics related to system usage and provider satisfaction
• Participate in informatics and operations meetings to align organizational goals and identify improvement opportunities

Care Navigator

Clinical Informatics Specialist