Behavioral Health Intake & Patient Engagement Specialist

CVS Health • Wisconsin, Wisconsin • 4d ago

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger - helping to simplify health care one person, one family and one community at a time.

The Behavioral Health Patient Engagement Specialist is a remote, patient-facing role that facilitates access to behavioral health care by coordinating patient intake, scheduling appointments, verifying eligibility, managing referrals, and matching patients with appropriate providers. This role serves as a key liaison between patients and care teams, ensuring a seamless patient experience while supporting provider panel optimization and continuity of care.

Schedule: This role supports a national behavioral health practice operating from 8:00 AM to 11:00 PM EST. Work schedules will be assigned within these operating hours based on business needs. Preference will be given to candidates located in the Eastern or Mountain time zones.

Key Responsibilities

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. Throughout the day you will utilize techniques to outreach patients in a personalized and engaging way

Use strong communication skills to build trust with scheduled, prospective, inactive, or overdue patients to encourage and motivate them to schedule their appointments and complete necessary pre-visit readiness tasks (ie. documentation, payment info on file, etc...)

Assist patients with understanding next steps, visit expectations, scheduling needs, and appointment readiness.

Proactively manage provider panels and waitlist to maximize patient access and provider productivity.

Support provider panels by assisting with high-risk patient lists, overdue follow-ups, inactive patient re-engagement, and provider-directed outreach.

Initiate and support targeted outreach campaigns, including:

Intake pipeline conversion

No-show and cancellation reduction

Inactive patient re-engagement

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 the appropriate channels.

Work collaboratively with behavioral health operations, providers, leadership, and cross-functional partners.

Perform additional duties assigned by Supervisor/Manager that align with role scope and business needs.

Required Qualifications

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.

Preferred Qualifications

Behavioral health, virtual care, healthcare access, or patient engagement experience.

Experience with Epic, CRM platforms, patient scheduling systems, Five9 or outreach/campaign tracking tools.

Experience supporting provider panels, patient re-engagement, appointment readiness, or no-show reduction workflows.

Familiarity with HIPAA/privacy expectations in a remote healthcare environment.

Education

Associates degree, preferred

High School Diploma, GED or equivalent experience.

Anticipated Weekly Hours

Time Type

Full time

Pay Range

The typical pay range for this role is:

$18.50 - $42.35

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.

This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.

Additional details about available benefits are provided during the application process and on Benefits Moments (https://learn.bswift.com/cvshealth-mainland) .

We anticipate the application window for this opening will close on: 10/19/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

CVS Health is an equal opportunity/affirmative action employer, including Disability/Protected Veteran - committed to diversity in the workplace.

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