Patient Navigator

Position Status




NHC Position Type

Patient Navigator

Position Summary

The member will screen patients for dental eligibility in accordance with Sulzbacher policy and HRSA guidelines for Federally Qualified Health Centers. This includes both new patients and those whose eligibility has expired (verified over one year ago) who will be identified by eligibility paperwork audits conducted by the member. He/she will be responsible for explaining dental eligibility forms to clients with low health literacy and walk them through the process of receiving dental services. The member may need to assist the patient in completing the required documentation by explaining to the patient how to fill them out and ensure accurate entry into the patient’s electronic health record. By separating this important procedural step into an educational meeting, we ensure significant improvement in the overall patient experience and can guarantee that members of this vulnerable population receive the healthcare services that they need. During the eligibility appointments, the member will be screening first time clients for opioid drug misuse and nutrition/physical activity needs in order to inform dental providers of the patient’s history before they receive services. If the patients require additional services, the member will refer clients to recovery services, physical activity programs, and tobacco cessation resources. The member may also act as a patient resource, assisting patients to connect with other appropriate social services programs through our case management team. During COVID heightened periods the member will take client temperatures, screen for COVID-19 symptoms, and refer clients to testing and treatment as needed. These screenings may be at the host site or in the community.

The member will educate our population on oral health during group classes and oral presentations. These presentations may be at a local high school, early Head Start parent meetings, and/or as a group setting in the clinic. The member will be given ample time for personal education and development of their presentation.

Provided COVID guidelines permit, the member will conduct regular visits to the community to update local emergency rooms, universities, and community centers on the services provided by the dental clinic. This information will be entered into a spreadsheet for tracking purposes.

Major Duties and Responsibilities

  • Screening patients for health concerns and eligibility
  • Following-up with patients to ensure documentation is completed
  • Providing education on how to complete paperwork
  • Providing brief health education to patients,
  • Coordinating with other programs to provide health classes
  • Recruiting clients to participate in health classes
  • Attending meetings and patient huddles
  • Preparing and reviewing intake checklists/consent forms
  • Conducting phone outreach as assigned by leadership
  • Conducting outreach to patients via phone/letters
  • Creating social service resources guides and lists for clients
  • Scheduling and coordinating communication for outreach visits
  • Registering patients as well as providing follow-up
  • Social service navigation
  • Finding additional community resources and programs for patients

Characteristics of an Ideal Candidate

  • Comfortable with diversity,
  • Proficient computer and data entry skills (e.g., Microsoft Excel)
  • Multi-tasker; ability to balance
  • Self-manager
  • Good communication skills
  • Outgoing
  • Independent
  • Open-minded
  • Non-judgmental
  • Takes initiative
  • Comfortable in fast-paced environment
  • Organized; sound organizational skills
  • Good customer service
  • Good telephone skills
  • Speaks language(s) spoken by patient populations
  • Spanish speaker
  • Flexible
  • Team player

Knowledge Required for the Position

Knowledge of AmeriCorps/Health Corps member requirements Skill with Microsoft Office or other software for a variety of data processing operations involving a range of problem solving, record keeping, correspondence, and service tracking options


Member uses initiative in carrying out recurring assignments following set procedures, independently. The supervisor assigns service activities, advises on changes in procedures, and is available for assistance when required. The supervisor assigns service activities in terms of project objectives and basic priorities and is available for consultation in resolving controversial issues.


The service activities are reviewed for accuracy through spot checks, through complaints from customers, and through observation of the Member at service.


Written and oral guides provide specific instructions for doing service. Guidelines are generally applicable, but the Member independently makes adaptations in dealing with problems and unusual situations. Member may need to think outside the box to assist patient with providing necessary documentation.


The facts or conditions of the service position are clear cut, predictable, and apply directly to the assignment. The service position assignments vary significantly or often involve unusual circumstances and incomplete or conflicting data. There are clear eligibility guidelines but it is often difficult for patients to provide the necessary documentation. The member may have to come up with alternatives for the patient.

Purpose and Impact of Service Position Assignments

Member provides timely services of a personal nature to others. The service position product or service affects the accuracy, reliability, or acceptability of further processes or services. The service position product or services affect the social, physical, and economic well-being of a substantial number of people on an ongoing basis.

Nature of Contacts


Purpose of Contacts

To give or exchange information

Special Considerations

  • Health screening or service required
  • Criminal history check requirements beyond those required by National Health Corps

Criminal History Check Requirements Beyond NHC Standard Checks

Health Service volunteers are required to have a Level 2 background check