Behavioral Health Intake, Patient Engagement Specialist

CVS Health

. Conduct preliminary screening and assessment of individuals seeking services accurately and within established timeframes .

Posted 10/5/2026full-timeRemote • Texas • United StatesJuniorMid-Level💰 $19 - $42 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in patient access coordination, outreach strategies, and engagement techniques to enhance patient experience and operational efficiency. Proficient in managing communication channels and utilizing reporting tools to track patient interactions and outcomes.

Highest-signal resume keywords

Patient Access CoordinationOutreach Campaign ManagementCommunication SkillsHealthcare Coordination ExperienceProficiency with Microsoft Office

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Patient EngagementIntake CoordinationAppointment SchedulingMetrics-Driven PerformanceDocumentation Accuracy

Soft Skills

Strong Verbal CommunicationEmpathyAttention to DetailIndependent Task Management

Tools & Technologies

EpicCRM PlatformsFive9Outreach Tracking ToolsMicrosoft Office

Certifications & Qualifications

High School DiplomaGEDAssociates Degree (Preferred)

Industry Keywords

Behavioral HealthVirtual CarePatient EngagementHIPAA ComplianceCall Center Operations

About the role

Key responsibilities & impact

Conduct preliminary screening and assessment of individuals seeking services accurately and within established timeframes
Manage targeted patient outreach lists to support behavioral health intake conversion and patient engagement
Conduct personalized outreach to scheduled, prospective, inactive, or overdue patients
Encourage patients to schedule appointments and complete pre-visit readiness tasks
Assist patients with next steps, visit expectations, scheduling needs, and appointment readiness
Proactively manage provider panels and waitlists to maximize patient access and provider productivity
Support high-risk patient lists, overdue follow-ups, inactive patient re-engagement, and provider-directed outreach
Initiate and support targeted outreach campaigns for intake pipeline conversion, no-show and cancellation reduction, inactive patient re-engagement, and provider call-out rescheduling
Track outreach outcomes, barriers, and patient engagement activity using approved systems and reporting tools
Escalate patient concerns, workflow barriers, or access issues through appropriate channels
Collaborate with behavioral health operations, providers, leadership, and cross-functional partners
Perform additional duties assigned by the Supervisor/Manager within role scope and business needs

Requirements

What you’ll need

2+ years of experience in healthcare coordination, patient access, intake coordination, customer service, inside sales, outreach, or call center operations
Strong verbal and written communication skills with the ability to engage patients professionally and empathetically
Ability to manage multiple worklists, priorities, and follow-up tasks independently
Proven skill managing multiple channels of communication including phone, email, chat, etc.
Strong attention to detail and ability to document outreach activity accurately
Comfort working in a metrics-driven environment
Ability to work remotely with a designated workspace that supports patient privacy and confidentiality
Proficiency with Microsoft Office tools or similar productivity/reporting platforms
High School Diploma, GED or equivalent experience
Associates degree preferred
Preferred: Behavioral health, virtual care, healthcare access, or patient engagement experience
Preferred: Experience with Epic, CRM platforms, patient scheduling systems, Five9 or outreach/campaign tracking tools
Preferred: Experience supporting provider panels, patient re-engagement, appointment readiness, or no-show reduction workflows
Preferred: Familiarity with HIPAA/privacy expectations in a remote healthcare environment

Benefits

Comp & perks

CVS Health bonus, commission or short-term incentive program in addition to base pay
Medical coverage
Dental coverage
Vision coverage
Paid time off
Retirement savings options
Wellness programs
Other resources supporting physical, emotional, and financial well-being, based on eligibility