Engagement Specialist Position Available In Naugatuck Valley Planning Region, Connecticut

Engagement Specialist
Req #1773
Bristol, CT 06010, USA Job Description
Posted Wednesday, June 11, 2025 at 10:00 PM Wheeler’s vision is that all people will have the opportunity to grow, change and live healthier, productive lives. Our mission is to provide equitable access to innovative care that improves health, recovery and growth at all stages of life.

POSITION SUMMARY

The Engagement Specialist plays a key role in supporting the school-based program by managing patient documentation, scheduling assessments and sessions, and ensuring smooth communication between parents, guardians, clinicians, and school staff. This position involves maintaining detailed client records, coordinating outreach efforts, and collaborating with teams to ensure continuous program engagement and retention. The Engagement Specialist also helps expand program outreach by creating informational materials and fostering relationships with external resources for added support.

Rate:

$20 EDUCATION

AND EXPERIENCE/QUALIFICATIONS

High School diploma and one year of progressively responsible work experience is required. Experience with Microsoft Office products, including Excel, other software programs, and office equipment such as fax, copiers, and scanners required.

LOCATION

Bristol, CT

SCHEDULE

Full time

EMPLOYEE BENEFITS

At Wheeler, we’re committed to not only supporting your career growth but also ensuring your well-being and security. Here’s how we invest in you:

Nurture Your Health:

Comprehensive medical and prescription insurance through Centivo
Comprehensive dental and vision insurance through Cigna
Access to wellness programs to support your physical and mental health

Secure Your Future:

Enjoy peace of mind with company-paid life and AD&D insurance
403(b) Plan, with contributions from the company

Fuel Your Career Growth:

Pursue your educational goals with our Education Reimbursement Program
Access training and development opportunities
Receive a productivity incentive to recognize your hard work and dedication

ESSENTIAL DUTIES AND RESPONSIBILITIES

Create and maintain patient charts, including demographics and insurance information. Prepare and process patient forms such as Patient and Client Consent, Financial Agreements, Notices of Privacy, Acknowledgement of Receipt, and Authorization to Disclose and Obtain. Upload patient documentation, including referral forms, guardianship paperwork, OHIOs, legal documents, insurance IDs, etc. Create and maintain Microsoft Excel spreadsheets for school and clinician client management, including client, school, clinician data, contact notes, progress updates, and demographics. Document all patient encounters, outreach efforts, or contact using NextGen EHR. Format spreadsheets to include pertinent client data as well as data required for tracking purposes. Regularly review/update clinicians’ rosters and spreadsheets with new referrals and client assignments. Utilize shared cloud-based spreadsheets to enable real-time collaboration among Engagement Specialists, Director, and Supervisors. Contact parents/guardians to schedule initial assessments, explain the program and its procedures, and ensure their attendance at the initial assessment. Send out Phreesia links, make outreach call to parent/guardian the day before the intake to confirm, send out emails to schools with information regarding receipt of referral, scheduled intake date, and room request for intake clinician. Provide assistance to clinicians, when requested, to schedule family sessions. Contact parent/guardian to reschedule intakes and family sessions when clinicians are absent. Provide appointment reminders to patients and families. Develop and distribute information packages for clinicians and schools to expand program outreach and attract new referrals. Update and maintain the digitized online resource binder. Monitor the program email inbox for incoming referrals for each school. Work with clinicians and management to retain patient and family involvement in the program through consistent outreach and communication. Collaborate closely with clinicians assigned to each school via Microsoft Teams, maintaining daily communication to address upcoming issues, coordinate schedules, and meet immediate needs effectively. Attend team and staff meetings at various locations, including other Wheeler sites, participating schools, and virtual settings. Provide clients, parents, and/or guardians with community resources and tailored support based on individual needs. Maintain a list of wait times for programs, both internally and externally, and contact information for such programs. Continues to develop knowledge and understanding about the history, traditions, values, family systems, and artistic expression of groups served as well as uses appropriate methodological approaches, skills, and techniques that reflect an understanding of culture. Wheeler Clinic is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Job Details
Pay Type
Hourly
Education Level
High School
Hiring Rate
20 USD Bristol, CT 06010, USA