Primary Care and Wellness Recruiter & Navigator

Position Status




NHC Position Type

Patient Navigator

Position Summary

The member's role is designed to increase accessibility to programs and primary care health services at Health Annex and re-engage the community with Health Annex services following a long absence from the community due to the civil uprisings from Summer 2020, and resulting renovation. We have found that Mind/Body services offer a useful point of entry opportunity to recruit and retain patients. The AmeriCorps member will be vital to decreasing barriers of access to care by bridging the gap between our patient’s current awareness of integrated wellness services, including raising awareness of what the programs are, education of the benefits of the programs and supporting recruitment and engagement. Our center offers a diverse list of programs all open to patients, and most open to the community. These include nutrition education, cooking classes, fitness and exercise classes, yoga, meditation, and other health education classes. The core of the member’s responsibilities is to engage, inform, orient, link and register new and existing patients and community members to the range of integrated services and provide individual consults as needed to better support referrals and increase access to programs.     

Additionally, the member will support in-reach and outreach efforts to promote the above-mentioned programs and re-engagement with Health Annex upon its return to the Southwest Philly neighborhood. The efforts include but are not limited to maintaining up to date knowledge of Center programs, providing questionnaires and follow up communication regarding the patient’s interest in programs, social media engagement, and responsibility for the monthly patient calendar of current services.  The member will be responsible for ensuring all brochures, in-house marketing materials and social media presence is cultural, racially and ethnically relevant relative to the community served. 

Once patients have been linked and registered in a program, the member responsibilities include but are not limited to organizing and promoting information sessions regarding specific programs, and making reminder calls for said classes and events. Additionally, the member will make the patient program calendars as well as communicating this information to appropriate departments.  Other duties to enhance patient recruitment and retention could include administering patient satisfaction surveys, making follow-up phone calls to all new patients seen within a week, with an emphasis on patient recruitment and outreach.  

Major Duties and Responsibilities

  • Screening patients for health concerns and eligibility
  • Coordinating with other programs to provide health classes
  • Tracking, enrolling, and surveying patients for improvement
  • Recruiting clients to participate in health classes
  • Co-facilitating group classes on health and lifestyle
  • Informal one-on-one training on client referrals
  • Attending meetings and patient huddles
  • Preparing and reviewing intake checklists/consent forms
  • Conducting phone outreach as assigned by leadership
  • Assisting in care coordination and resource referrals
  • Tracking referrals and closing the referral loop
  • Conducting outreach to patients via phone/letters
  • Linking patients to care by scheduling appointments
  • Researching and designing monthly education displays
  • Collaborating with leadership to meet needs of materials
  • Interacting with patients to complete quality reviews
  • Counseling clients on how to access social services and benefits
  • Recruiting volunteers to support events and initiatives
  • 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)
  • Self-manager
  • Good communication skills
  • Outgoing
  • Independent
  • Open-minded
  • Non-judgemental
  • Takes initiative
  • Comfortable in fast-paced environment
  • Organized; sound organizational skills
  • Good customer service
  • Good telephone skills
  • Speaks language(s) spoken by patient populations; multi-lingual a plus
  • Spanish speaker
  • Flexible
  • Persistent
  • Start projects independently
  • Excellent written and oral communication
  • comfort with being front facing and taking initiative
  • experience with range of racial/ethnic and cultural groups

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


  • 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.
  • The Member independently plans and carries out the projects and selects the approaches and methods to be used in solving problems.
  • Completed projects are reviewed very generally to determine that objectives have been met and are in compliance with policies and regulations.
  • Combination of specifically defined tasks and outcome, but there is room for creativity and new ideas regarding approach and tools.


  • Written and oral guides provide specific instructions for doing service.
  • Most instructions are easily memorized and require little interpretation.
  • Guidelines are generally applicable, but the Member independently makes adaptations in dealing with problems and unusual situations.
  • Member must use considerable judgment in adapting current or developing new guidance.


  • Member has to develop, analyze, or evaluate information before the service position can progress.
  • The facts or conditions of the service position are clear cut, predictable, and apply directly to the assignment.

Purpose and Impact of Service Position Assignments

  • The Member’s service output is necessary in order to facilitate the service of other staff.
  • 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

  • Clients
  • Community organizations

Purpose of Contacts

  • To provide customer service

Special Considerations

  • Health screening or service required
  • Member must be able to meet RHD/FPCN COVID precaution guidelines.
  • Proof of COVID-19 Vaccination must be produced upon hire.