Patient Relations Specialist Events & Growth

Job Description

Job Description

The intent of this job description is to provide a summary of the major duties and responsibilities performed in this job. Incumbents may be requested to perform job-related tasks other than those specifically presented in this description.

The Patient Relations Specialist – Events & Growth supports patient growth, community engagement, and brand presence through proactive outreach and the planning and execution of in-person and community-based events. This role serves as a front-facing representative of Rancho Health, supporting patient education, acquisition, and retention while ensuring a positive patient experience before, during, and after each interaction.

Essential Job Duties: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Event Planning & Execution (Primary Focus)

• Plan, coordinate, and support in-person and community-based events across clinics and patient populations, including education seminars, enrollment events, open houses, health fairs, and provider meet-and-greets.
• Coordinate event logistics such as registration tracking, materials, signage, room setup, and on-site support.
• Serve as an on-site brand ambassador, welcoming attendees, explaining services, and guiding next steps.
• Support public-facing event activities, including greeting attendees, introducing presenters, and facilitating basic group interactions.
• Conduct post-event follow-up, including outreach, appointment scheduling, insurance assistance, and CRM documentation.
• Provide feedback and insights to improve event engagement and effectiveness.

Patient Outreach & Lead Support

• Conduct outbound outreach to prospective and existing patients in support of events and growth initiatives.
• Assist patients with basic insurance navigation and PCP selection in coordination with internal teams.
• Address routine patient concerns and escalate more complex issues as appropriate.

Lead Management, CRM & Reporting

• Maintain accurate CRM workflows, lead tracking, and documentation related to events and outreach.
• Support reporting related to event performance, patient engagement, and lead conversion.
• Collaborate with internal teams to ensure alignment on patient growth initiatives.

Collaboration & Community Engagement

• Partner with marketing, operations, clinic leadership, and care teams to support outreach and event strategy.
• Represent Rancho Health professionally at all events and community engagements.
• Support occasional evening or weekend events as business needs require.

Senior Center Oversight

• Serve as a primary point of contact for senior center instructors, vendors, and partners.
• Coordinate scheduling, room setup, activities, and general oversight of senior center operations.
• Ensure senior center spaces are organized, prepared, and properly maintained.

Required education and experience: The requirements listed below are representative of the knowledge, skills, and/or ability required.

Minimum Education required:

• High school diploma or equivalent.
• Minimum of 1 year of experience in customer service, patient-facing roles, events, hospitality, or community engagement.

Minimum Experience Required: (i.e., number of years performing specific tasks and/or working in a specific industry or function, managing teams at a specific level- Supervisor, Manager, Director, VP (Vice President), Executive, etc.)

Minimum Knowledge and Skills Required:

• Strong communication and interpersonal skills.
• Excellent organizational, time management, and multitasking abilities.
• Comfort engaging with groups and in live event environments.
• Ability to work independently while collaborating effectively across teams.
• Ability to adapt in a fast-paced, changing environment.