Free PDF Toolkit for Directors, Program Leaders, and Community Health Workers
Learn how to build trust, enroll challenging patients/clients, and keep them engaged—step by step.
Turn outreach barriers into opportunities with proven strategies and real-world examples from the field. High-utilizing patients often fall through the cracks—not because they don’t need help, but because traditional outreach and enrollment methods don’t meet them where they are.
This free guide gives CHWs and supervisors actionable strategies to:
- Make outreach conversations more personal and effective
- Collect documents without frustration or fear
- Conduct trauma-informed intake conversations that lead to better care plans
What You’ll Gain
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Step-by-step strategies to overcome common enrollment obstacles
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Real-life scenarios and solutions drawn from CBCS field experience
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Plain-language rewrites to explain forms clearly and earn trust
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Practical tips on in-person outreach and building client rapport
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Case stories showing how persistence leads to real impact
Get Your Free Outreach & Enrollment Toolkit
Fill out the form to download instantly.
Why Trust CBCS?
This toolkit was created by the navigators at CBCS, a national leader in care coordination and community-based outreach. Your email is safe with us—we’ll only use it to share this resource and occasional CBCS training updates.
