Patient Advocate

Carewell
4dRemote

About The Position

Carewell is launching Carewell Care Services, a new division delivering Medicare-reimbursed care coordination. This role is explicitly non-clinical, providing patient illness navigation (PIN) and community health integration (CHI), unless otherwise required by applicable state law. As our Founding Patient Advocate, you are the first hire in this division.This is a true "Day 1" operator role. There is no guidebook, SOP, or training manual (yet)—we are looking for an expert who can begin supporting Medicare patients immediately using their own judgment and experience. You’ll serve as a trusted, ongoing point of contact—helping patients understand their care plans, navigate the healthcare system, address social drivers of health, and stay engaged in care for serious or high-risk conditions. This is not a call-center role. You’ll build longitudinal relationships, identify barriers to care, and take concrete action to help patients move forward. The role operates under the general supervision of a billing practitioner, with structured communication, documentation, and escalation pathways to ensure compliance, quality, and continuity of care.

Requirements

  • 3+ years of experience in patient advocacy, care coordination, case management, health coaching, or healthcare navigation
  • Strong understanding of the U.S. healthcare system, especially Medicare
  • Experience working with older adults or medically complex populations
  • Excellent verbal, written, and interpersonal communication skills
  • Comfortable using EHRs, CRMs, and patient messaging tools
  • Ability to work independently in a remote environment
  • Demonstrated competencies and training in the following areas: Patient and family communication Interpersonal and relationship-building Patient and family capacity-building Service coordination and system navigation Patient advocacy, facilitation, and individual/community assessment Professionalism and ethical conduct Development of an appropriate knowledge base, including local community-based resources

Responsibilities

  • Serve as the primary, ongoing point of contact for assigned Medicare patients
  • Build trusting, longitudinal relationships grounded in empathy, respect, and follow-through
  • Support patients and families in understanding care plans, appointments, benefits, and available resources
  • Conduct person-centered assessments to understand life context, goals, barriers, cultural and linguistic needs
  • Perform SDOH (Social Determinants of Health) risk assessments and identify unmet social needs affecting diagnosis or treatment
  • Develop individualized action plans aligned to the initiating-visit problem or serious high-risk condition
  • Support appointment scheduling, reminders, follow-up outreach, and coordination across providers
  • Identify, refer to, and track community-based resources addressing health-related social needs (e.g., food, transportation, housing, utilities, caregiver support)
  • Maintain closed-loop referral tracking and document outcomes
  • Support patients between visits, including newly identified unmet SDOH needs that arise during treatment
  • Reinforce clinician-established care plans and support patient self-advocacy
  • Monitor for defined red flags and escalate promptly according to established protocols
  • Participate in recurring supervision touchpoints and case reviews
  • Document all patient interactions in all relevant systems (not solely in a Electronic Health Record (EHR)
  • Log start time, stop time, and duration for each interaction to support accurate monthly minute aggregation
  • Prepare structured documentation including: Assessment summaries Action plans Community resource and referral plans Escalation triggers and clinician notifications
  • Communicate regularly with supervising clinicians to support ongoing evaluation of medical necessity
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