Engagement & Intake Specialist

at Zócalo Health

Madera/Fresno County (Full Time)

Compensation: $26-$27.50 per hour

About Us

Zócalo Health is the first tech-driven provider built specifically for Latinos, by Latinos. We are developing a new approach to care that is designed around our very own shared and lived experiences and brings care to our gente. Founded in 2021 on the idea that our communities deserve more than just safety nets, we are backed by leading healthcare and social impact investors in the country to bring our vision to life.

Our mission is to improve the lives of our communities—communities that have dealt with generations of poor experiences. These experiences include waiting hours in waiting rooms, spending mere minutes with doctors who don’t speak their language, and depending on their youngest kids to help them navigate our complex healthcare system. At Zócalo Health, we meet our members where they are, bringing care into their homes and neighborhoods through our team of community-based care providers and virtual care offerings.

We partner with community-based organizations, local healthcare providers, and health plans that recognize the value of culturally aligned care, which are not limited to brief interactions in an exam room. Together, we are building a new experience that revolves around the use of modern technology, culturally competent primary care, behavioral health, and social services to provide a radically better experience of care for every member, their family, and the communities we serve.

We are committed to expanding our reach to serve more members and their communities. We are looking for passionate individuals who share our belief that healthcare should be accessible, personalized, and rooted in the community. Join us in our mission to ensure that no one has to navigate the complexities of the healthcare system alone and that everyone receives the local, culturally competent care they deserve.

Role Description

The Engagement & Intake Specialist is a critical frontline role within Zócalo Health. This role blends community-based outreach and patient intake responsibilities to ensure new and prospective patients are welcomed into care, educated about available services, and successfully enrolled in programming. You will engage directly with patients through in-person and virtual settings, conduct intake assessments, and coordinate follow-up care with clinical and operational teams.

This position reports to the Community Engagement Manager. You will work primarily in your community, with some work-from-home responsibilities.

Key Responsibilities:

Outreach & Engagement

• Conduct in-person outreach attempts for members identified via health plan eligibility lists.
• Attend and represent Zócalo Health at community outreach events, community coalitions, and collaborative meetings.
• Engage prospective patients, collect contact information, and educate them on Zócalo’s services and programming.
• Make follow-up calls and send mailers to community event leads to encourage enrollment.

Intake & Onboarding

• Complete scheduled intake appointments (virtual and in-person) to collect consents, demographic data, and clinical/social history.
• Assist patients in completing forms and onboarding documentation.
• Create care planning accounts and update the county-based case management tracker.
• Schedule follow-up appointments with the assigned case manager and/or clinical team.

Documentation & Coordination

• Accurately document outreach and intake activities in the EHR and internal tracking systems.
• Convert leads to active patients using established workflows and tools.
• Support documentation efforts for claims submission and assist in data collection/reporting.
• Escalate barriers to care to appropriate teams to ensure timely intervention and resolution.

Qualifications

Language/Culture

• Fluency (verbal and written) in English and Spanish.
• Knowledgeable of Latino customs and cultural norms

Education

• High school diploma or GED (minimum).

Licenses/Certifications (CA only)

• Must possess a Community Health Worker certification, which included field experience as a requirement for completion -OR-
• Demonstration of 2,000+ hours of CHW work (paid or volunteer) in the past three years and willingness to obtain a Community Health Worker certification within 18 months of hire date

Experience

• 1–3 years of experience in healthcare, community outreach, case management, or a related field.
• Prior experience in patient intake, outreach, or care coordination strongly preferred.
• Flexible schedule, including ability to support occasional evening or weekend events.
• Training in motivational interviewing. (preferred)

Complementary competencies and skills

• Exceptional interpersonal skills and cultural competence; ability to build trust with diverse communities.
• Detail-oriented and organized, with ability to manage multiple priorities.
• Technologically savvy, with experience using EHRs (Athena experience preferred).
• Comfortable working both independently and collaboratively across teams.
• Well-known in and have strong ties to the local Latino community. (preferred)
• Well versed in local resources to support SDOH needs. (preferred)

Flexible and able to travel to other communities

• Willing to travel to support community events and in person patient appointments.
• Have reliable sources of transportation.

Benefits & Perks

• Ground floor opportunity; shape the direction of a fast-growing, high impact healthcare company
• Comprehensive benefits (medical/dental/vision)
• Generous home office stipend
• Competitive compensation
• Generous PTO policy including 6 paid holidays.

You must be authorized to work in the United States. We are open to remote work anywhere in the locations outlined in this job description.

At Zócalo Health Inc., we see diversity and inclusion as a source of strength in transforming healthcare. We believe building trust and innovation are best achieved through diverse perspectives. To us, acceptance and respect are rooted in an understanding that people do not experience things in the same way, including our healthcare system. Individuals seeking employment at Zócalo Health are considered without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Those seeking employment at Zócalo Health are considered without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status.