• 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