ConcertoCare

• Conduct high-volume outreach to prospective patients, building rapport and creating meaningful engagement through consultative conversations. • Clearly communicate the value and benefits of ConcertoCare's services, addressing questions and overcoming barriers to enrollment. • Drive patient enrollment by identifying needs, handling objections, and motivating patients to take action. • Utilize creative outreach strategies, including phone, in-person, and community-based engagement, to connect with difficult-to-reach patients. • Manage a pipeline of prospective patients and prioritize activities to maximize enrollment opportunities. • Track outreach activities, enrollment progress, and patient interactions in Salesforce and electronic medical record systems. • Schedule initial patient appointments and coordinate required intake activities to ensure a smooth onboarding experience. • Respond to inbound inquiries from prospective patients and caregivers, educating them on available services and guiding them through enrollment. • Collaborate with clinical and operational teams to remove barriers and ensure successful patient engagement. • Maintain the highest standards of professionalism, patient confidentiality, and regulatory compliance.

• Conduct high-volume outreach to prospective patients, building rapport and creating meaningful engagement through consultative conversations. • Clearly communicate the value and benefits of ConcertoCare's services, addressing questions and overcoming barriers to enrollment. • Drive patient enrollment by identifying needs, handling objections, and motivating patients to take action. • Utilize creative outreach strategies, including phone, in-person, and community-based engagement, to connect with difficult-to-reach patients. • Manage a pipeline of prospective patients and prioritize activities to maximize enrollment opportunities. • Track outreach activities, enrollment progress, and patient interactions in Salesforce and electronic medical record systems. • Schedule initial patient appointments and coordinate required intake activities to ensure a smooth onboarding experience. • Respond to inbound inquiries from prospective patients and caregivers, educating them on available services and guiding them through enrollment. • Collaborate with clinical and operational teams to remove barriers and ensure successful patient engagement. • Maintain the highest standards of professionalism, patient confidentiality, and regulatory compliance.

• Conduct high-volume outreach to prospective patients, building rapport and creating meaningful engagement through consultative conversations. • Clearly communicate the value and benefits of ConcertoCare's services, addressing questions and overcoming barriers to enrollment. • Drive patient enrollment by identifying needs, handling objections, and motivating patients to take action. • Utilize creative outreach strategies, including phone, in-person, and community-based engagement, to connect with difficult-to-reach patients. • Manage a pipeline of prospective patients and prioritize activities to maximize enrollment opportunities. • Track outreach activities, enrollment progress, and patient interactions in Salesforce and electronic medical record systems. • Schedule initial patient appointments and coordinate required intake activities to ensure a smooth onboarding experience. • Respond to inbound inquiries from prospective patients and caregivers, educating them on available services and guiding them through enrollment. • Collaborate with clinical and operational teams to remove barriers and ensure successful patient engagement. • Maintain the highest standards of professionalism, patient confidentiality, and regulatory compliance.

• Engage patients via telephone in a friendly, supportive, and professional manner • Engage difficult-to-reach patients through in-person approaches to drive higher acceptance rates • Self-manage outreach work queue • Appropriately document call outcomes and actions in the appropriate system such as in Salesforce and our EMR (electronic medical record systems) • Schedule patient appointments when successful outreach • Answer inbound calls to support and engage with new patients • Maintain the highest levels of patient confidentiality

• Engage patients via telephone in a friendly, supportive, and professional manner • Engage difficult-to-reach patients through in-person approaches to drive higher acceptance rates • Self-manage outreach work queue • Appropriately document call outcomes and actions in the appropriate system such as in Salesforce and our EMR (electronic medical record systems) • Schedule patient appointments when successful outreach • Answer inbound calls to support and engage with new patients • Maintain the highest levels of patient confidentiality

• Supports the behavioral health needs of patients on an assigned caseload in accordance with the established clinical practices of the behavioral health team • Uses evidence-based models of care to deliver brief treatment for common mental health issues such as depression, anxiety, coping with loss, mood management, and substance-use disorders • Support psychotropic medication management by collaborating with prescribing providers, supporting treatment adherence needs, partnering with patients/caregivers for continuous monitoring of efficacy and potential negative side effects, and coordinating with internal psychiatrists and clinical care teams to address urgent psychotropic issues • Participate in regularly scheduled caseload reviews and clinical team meetings; facilitate effective communication regarding patient's behavioral health needs among all members of the clinical team both verbally and in writing • Complete and document assessment of patients in a timely manner • Facilitate treatment plan changes for patients who are not demonstrating improvement in symptoms by consulting with patient’s primary care provider/members of the clinical team and using measurement-based care to attune behavioral health interventions to the existing needs and symptom burden of patients • Demonstrate the ability to serve as a subject matter expert in a particular area(s) of behavioral health care and supports the behavioral health team at large by sharing knowledge and resources related to area of expertise • Ensure care is delivered in a manner that honors patient’s diverse values, beliefs, behaviors, backgrounds, social, cultural, and linguistic needs • Document patient encounters, referral activities, and other pertinent information in electronic health record ensuring all encounter notes are locked in accordance with company policy. • Exemplify core values of respect, commitment, compassion, innovation, integrity, and accountability • Other duties as assigned

• Empower Patients: Use proven strategies to engage, educate, and coach patients and caregivers, helping them navigate health systems and improve outcomes. • Address Social Drivers of Health: Connect patients with essential resources—housing, food, healthcare access—and ensure their needs are met. • Collaborate & Communicate: Participate in and support the effective evaluation planning, development, and execution of patient care plan in collaboration with the patient’s care team • Build Trust: Forge strong relationships using motivational interviewing and culturally competent care. • Promote Independence: Coach patients in problem-solving, self-care, and advocacy, supporting their journey to better health. • Leverage Technology: Use digital tools to connect patients with resources and track progress. • Document & Support: Document patient encounters, referral activities, and other pertinent information in electronic health record ensuring all encounter notes are completed and finalized per company policy.

• Engage patients via telephone in a friendly, supportive, and professional manner • Engage difficult-to-reach patients through in-person approaches to drive higher acceptance rates • Self-manage outreach work queue • Appropriately document call outcomes and actions in the appropriate system such as in Salesforce and our EMR (electronic medical record systems) • Schedule patient appointments when successful outreach • Answer inbound calls to support and engage with new patients • Maintain the highest levels of patient confidentiality

• Reporting to ConcertoCare’s Vice President of Population Health • Develop and manage strategies to address utilization and high-cost medical expenses for the assigned market(s) population • Ensure key components of ConcertoCare’s Care Model are being used by providers to drive population impact • Support the mission, vision, and values of ConcertoCare in delivering individualized, proactive care to high-risk patients • Work in conjunction with the Population Outcomes Manager and collaborate with the Market Medical Director(s) and other Directors of Population Outcomes • Identify and analyze impactable utilization trends • Partner with interdisciplinary teams to identify and plan interventions • Prepare case summaries for interdisciplinary discussion • Perform Population Surveillance on assigned market(s) population • Utilize internal and external reporting tools to guide opportunities to reduce avoidable utilization • Design, implement, and manage projects in partnership with key leaders • Collaborate with actuarial and med economics team to identify trends in cost and utilization data • Compile data for use in Joint Operating Committee Meetings • Support customer success through leading meetings with payer case management teams and community resources/vendors • Manage and aggregate patient and MLR data, create presentations for internal and external partners • Lead market-level medical expense management activities and presentations

• Leads workflow and tool development, process improvement, implementation, and performance monitoring for key Population Health initiatives • Serves as the organization-wide program manager for designated initiatives • Works closely with market-level population health teams and leaders to support achievement of nursing and case management outcomes • Develops and maintains enterprise-wide processes and programs in collaboration with Directors and Vice Presidents of Population Health • Serves as a business owner in partnership with IT and Analytics teams • Ensures tools and reporting solutions are designed to meet operational and clinical business needs • Key responsibilities include leading user acceptance testing and data validation activities, monitoring workflow functionality • Collaborates with cross-functional program leaders to strengthen implementation processes and reporting over time • Provides indirect leadership through the development and delivery of training and train-the-trainer programs