Virtual Outreach and Enrollment Workflow
Year Developed: 2020
Resource Type: Publication.Primary Audience: C-Suite (CEOs, CFOs, CIOs, COOs, CMOs, etc)
Enabling Staff
Outreach Staff
Secondary Audience: PCAs
Language(s): English
Developed by: National Association of Community Health Centers (See other resources developed by this organization). In collaboration with Transform Health .
Resource Summary: This virtual outreach and enrollment workflow lists the overall steps involved with the process. Enrollment occurs year-round as a result of Open Enrollment and Special Enrollment Periods. This tool serves as a guide for enrollment assisters and is a “living” document that can be amended based on individual needs. The circles flow in rotation with the exception of Outreach & In-Reach which is year-round.
Resource Details: This workflow provides a guide for health centers as providing outreach and enrollment services virtually.
Resource Topic: Operations
Resource Subtopic: Enabling Services (ES).
Keywords: Access to Care.This project is supported by the Health Resources and Services Administration (HRSA) of the U.S. Department of Health and Human Services (HHS) as part of an award totaling $6,625,000 with 0 percentage financed with non-governmental sources. The contents are those of the author(s) and do not necessarily represent the official views of, nor an endorsement, by HRSA, HHS, or the U.S. Government. For more information, please visit HRSA.gov.