CHWs support engagement, navigation, and follow-through—especially when patients face barriers like transportation, food access, housing instability, or language access. When the care plan meets real life, outcomes improve and teams feel more supported.
A strong CHW position typically includes:
Outreach and engagement (building trust, not just reminders)
Navigation (appointments, referrals, follow-ups)
Resource coordination (food, housing, benefits, transportation)
Health education reinforcement (within scope)
Documentation and care team communication
CHWs are most effective when the role is defined clearly.
Avoid job descriptions that combine:
Case management (licensed scope varies)
Social work duties
Full clinical education responsibilities
Intake, scheduling, and admin-heavy workload with no time for outreach
Core competencies that matter:
Strong communication and professionalism
Cultural humility and trust-building
Ability to document clearly
Comfort with referral workflows and follow-up
Boundaries and ethical decision-making
Nice-to-have (but trainable):
Motivational interviewing basics
SDOH screening and resource navigation
Experience in outreach or community programs
Assign a supervisor and define escalation workflows
Create documentation templates (notes, follow-up logs)
Identify your top resource categories and partners
Decide how success will be measured (e.g., follow-up rates, appointment adherence, engagement)
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