Lisa Rodriguez

Healthcare engagement and outreach professional with 5+ years of experience supporting patients and Medi-Cal members through phone outreach, enrollment, intake, care coordination, and community-based services. Skilled at building rapport quickly, identifying barriers and needs, explaining services clearly, documenting interactions accurately, and working across CRM/EMR platforms in remote and fast-paced environments.

Bilingual

English/Spanish with a patient-first, relationship-driven approach.

Intake Specialist / Community Engagement Specialist - Zócalo Health - Monterey County, CA (Remote)

(2024-12 - 2026-05)

• Conducted patient outreach by phone and in the community to increase engagement, trust, follow-through, and access to care.
• Completed intake assessments, follow-up contacts, and enrollment-related support while identifying patient needs and barriers.
• Built rapport quickly with patients from diverse and underserved communities and used a patient-first approach to strengthen engagement.
• Explained healthcare services, Medi-Cal processes, and available resources clearly so patients could make informed decisions about next steps.
• Managed a caseload of patients with complex medical and social needs while coordinating primary care, behavioral health, housing, and community resources.
• Maintained accurate, timely documentation of patient interactions, service delivery, progress, and outcomes in healthcare systems.
• Worked across AthenaOne, Salesforce, Google Workspace, Slack, EMR systems, and other platforms while managing outreach and follow-up.
• Partnered with healthcare providers, payers, behavioral health teams, outreach staff, and community organizations to improve the patient experience.
• Represented Zócalo Health at community events, festivals, farmers markets, and outreach activities throughout Monterey County.

Wellness Navigator - Interim Inc. - Salinas, CA

(2020-01 - 2024-07)

• Managed caseloads of up to 15 clients with co-occurring mental health and substance use needs.
• Provided ongoing outreach, engagement, one-on-one support, and recovery-focused services to high-acuity clients.
• Connected clients with healthcare, housing, treatment, transportation, and other supportive services while addressing barriers to follow-through.
• Maintained detailed documentation and billing compliance and coordinated with multidisciplinary treatment teams.
• Built strong working relationships with hospitals, shelters, law enforcement, healthcare providers, and community organizations.
• Used lived experience, empathy, and clear communication to build trust while maintaining professional boundaries.
• Conducted frequent outbound outreach and follow-up calls to engage clients, encourage participation, and reconnect individuals who were difficult to reach.
• Built rapport quickly, identified client needs and barriers, and used a patient-first approach to strengthen engagement and follow-through.
• Educated clients on available treatment, wellness, recovery, and community-based services based on their individual goals and needs.
• Accurately documented outreach attempts, client interactions, referrals, service coordination, and progress while maintaining attention to detail.
• Collaborated with clinical teams, case managers, healthcare providers, and community partners to improve client satisfaction and continuity of care.

Social Media & Event Coordinator - Big Sur Vineyard Winery

Office Manager - New Masters Gallery

President / Vice President - Parent Nursery School

Preschool Teacher - Monticello Academy

Human Services & Addiction Studies - Monterey Peninsula College

Early Childhood Education - West Valley College