Primary Care Associations

Special projects on outreach and enrollment issues.

Any projects that support or benefit outreach and enrollment functions at health centers.

On-site or virtual training at your Health Center

The services outlined in this website can be provided virtually and on-site for the benefit of your Manager and the entire team

Tools to measure the quality and integrity of enrollment practices and workflows

Don’t wait until an audit to discover there of weaknesses or needs in training or processes that affect compliance and efficiency. Utilize effective tools to gauge strengths and areas for improvement in your eligibility and enrollment functions.

Best practices for supervising off-site employees

As a Manager, you have access to data that shows the amount and quality of work your staff produce. However, you may not always observe their customer service and professionalism and how they engage with patients and coworkers at their respective sites. Learn to use tools that give you tangible data that allow you to support and coach as needed.

Help to draft effective enrollment policies and procedures

Policies and procedures contribute to uniform processes and hold staff accountable for compliance and quality of work. Easy to follow, written procedures for Medicaid, Sliding Scale and Marketplace tax credit assistance help your team to grow and provide documentation of processes to internal and external parties.

In-person or webinar trainings for larger groups on Enrollment issues

Joe has years of training and technical assistance experience that has benefited state and regional PCA audiences on an array of topics, some of which are mentioned in this website.

Advisory support on outreach and enrollment issues

Utilize Joe’s years of experience, knowledge and best practices for thinking through issues and challenges faced by outreach and enrollment teams at Health Centers in your state.

Interim Enrollment Manager

At times there is an unexpected exit of an Enrollment Manager. Mitigate the impact with interim coverage to meet the needs of the team and keep them functioning well until a permanent leader is in place.

Hiring and succession planning for the Enrollment Manager position

Enrollment Managers can do much to prepare their staff for management transitions. Get help with planning and identifying talent that will enable transition with minimal disruptions.

Outreach and in-reach strategies for State-based and Federally-facilitated Marketplace enrollment

Robust Marketplace outreach strategies to connect and communicate with your diverse communities will help you reach and enroll uninsured individuals in to insurance plans they might not otherwise access. Learn how to use internal and community data to reach target populations

Maximizing your Medicaid enrollment and retention in expansion and non-expansion States

Medicaid not only provides your patients access to the care they need, but is also a vital revenue stream for your Health Centers. A robust process for enrolling eligible self-pay patients on to the Medicaid program and then helping them to retaining their coverage is an indispensable function of an enrollment team. See how tools and data can be used for effective retention projects.

New Enrollment Manager training and mentoring

As with any other key position at a CHC, new Enrollment Managers benefit from coaching and support in order to lead a highly functioning enrollment team.

Create effective training plans for new enrollment staff

Create effective training plans for new staff that will allow them to become proficient and confident while providing the support they need as they learn. A written, step by step plan allows you to chart their progress and helps you to produce a committed and highly functioning team member.

Review and assessment of all enrollment functions and practices

This assessment takes a holistic look at all enrollment functions and workflows to identify opportunity for improvement; looking at where you are and where you want to be as a highly functioning team. Assessment includes review of eligibility processes, staffing, enrollment data, training practices, quality assurance, policies and procedures, etc.

Advisory support on outreach and enrollment issues

In-person or virtual trainings on Enrollment issues

Special projects on outreach and enrollment issues

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