Home Visiting Care Navigator

Home Visiting Care Navigator

Location: Roswell, New Mexico (Multiple Locations)  
Department: Home Visiting
Company: MECA Therapies, LLC

Position Summary 
The Home Visiting Care Navigator is responsible for coordinating and managing the referral infrastructure for the Home Visiting Program. This position serves as the primary point of contact for incoming referrals and ensures timely capture, documentation, tracking, and assignment of referrals to support efficient enrollment into services. 
Working under the direction of the Home Visiting Assistant Director and Home Visiting Director, and in close collaboration with the Home Visiting Data Manager, the Home Visiting Care Navigator monitors multiple referral sources throughout the day, maintains accurate referral records, supports data reporting, and assists with re-engagement efforts to maximize family participation and enrollment opportunities. 
This position plays a critical role in strengthening MECA's referral response process by improving timeliness, reducing missed referral opportunities, and supporting overall program growth. 

Essential Duties and Responsibilities

Referral Monitoring & Intake Support

• Monitor the Am I Eligible (AIE) platform continuously throughout the workday to identify, accept, and capture available referrals in a timely manner.
• Monitor and manage referrals received through multiple sources, including:
  • Am I Eligible (AIE) Platform
  • Email o Fax
  • Zoho CRM
  • Internal referral systems
• Review all incoming referrals for completeness, accuracy, and eligibility.
• Contact families, referral sources, or partnering agencies to obtain missing demographic information or other required documentation needed to process referrals.
• Communicate professionally and effectively with referral partners to resolve incomplete or inaccurate referral information.
• Enter and process all externally received referrals into the Am I Eligible (AIE) platform in accordance with program procedures.
• Process referrals received through the AIE platform and ensure all required information is accurately documented.
• Assign completed referrals to the appropriate Home Visiting Lead for intake, family engagement, and service initiation.
• Maintain timely referral processing to support prompt family contact and enrollment into Home Visiting services.
• Escalate urgent or high-priority referrals to program leadership as appropriate.

Referral Tracking & Data Management

• Maintain accurate referral tracking spreadsheets.
• Enter and update referral information in designated databases.
• Track referral status from receipt through assignment, enrollment, or closure.
• Maintain organized electronic referral records.
• Ensure confidentiality of all participant information in accordance with HIPAA and program policies.
• Assist in maintaining referral performance dashboards.
• Maintain referral tracking reports and assist with identifying referral trends.

Reporting & Quality Improvement

• Assist the Home Visiting Data Manager with:
• Referral reports
• Pivot tables
• Enrollment tracking
• Quarterly referral analysis 

• Monitor referral trends and identify opportunities to improve referral response times and enrollment outcomes.
• Support Continuous Quality Improvement (CQI) initiatives related to referral management and program growth.
• Assist leadership with data validation and referral performance monitoring as requested.
  

Family Re-Engagement

• • Conduct outreach calls to:
    • Non-engaged referrals
    • Previously closed referrals
    • Families who previously declined services
    • Families requiring additional follow-up 
  • Additionally:
    • Assist families determined to be ineligible for Home Visiting services by providing information on available community resources.
    • Ability to work independently while collaborating with multiple departments.
    • Ability to analyze referral trends and maintain accurate records.
      

Performance Expectations