Organization Description

The OrthoCarolina Foundation seeks to support educational programs that improve the quality of health care at multiple levels. That is why we currently support several ongoing educational programs: an international training fellowship, orthopedic nurse certification, an allied health scholarship, an orthopedic sports trainer education program as well as numerous community health and education initiatives. While the initial projects have been related to musculoskeletal care, the Foundation invites innovative proposals from all areas of health care education that improve the quality of health in our community and beyond.

Position Description

Patients who visit their physician's office often leave without having their needs completely satisfied. By better understanding patient needs prior to the visit, delivery systems can be recreated to better meet those needs. The Intake Specialist Fellow will: 1) research existing literature and OrthoCarolina data on patient preferences and needs, including unstated ones; 2) create a robust patient intake tool to identify the type of experience the patient seeks and enhances our patient's care experience by appropriately choosing care pathways and entry points specific to those needs; 3) assist in the creation of educational materials for physicians and staff; 4) assist in the creation of decision support tools for patients and families. Addressing individual patient psychosocial and physical clinical need is critical to the success of the program.

The Intake Specialist would take into account cultural and geographical limitations and opportunities for patient populations served by OrthoCarolina. To achieve the end goal of the patient intake toolkit, the fellow would conduct research on intake processes for our patient population and will work in tandem with OrthoCarolina Research professionals to ensure appropriate methodologies are engaged and used. To secure information important to the research process, the fellow will collaborate with employees, surgeons and health care practitioners to create process flows and metrics necessary for decision making along the intake process. Ultimately, the process and results will culminate in a peer reviewed publication.

The toolkit deliverables will include: assessment forms and algorithms; evidence based research to support the tools used; patient education kits; staff education kits; physician education kits; marketing and promotional plans and tools; data collection processes for ongoing evaluation of the toolkit; and, patient and caregiver feedback processes.


  1. Comfortable in a clinical setting
  2. Strong analytical and research skills
  3. Effective leadership, organizational and problem solving skills
  4. Outstanding project planning and implementation skills
  5. Ability to process information and shift thinking and resources as required
  6. Superior relationship-building skills with the ability to work with senior leaders, physicians, health care workers and patients
  7. Work independently and is an effective and efficient team member
  8. Dynamic and flexible
  9. Excellent presentation skills
  10. Strong knowledge and application skills in the functional use of Excel, PowerPoint and Microsoft Word

Education required:

  • Bachelor degree in health care related field such as sociology, psychology, pre-med

Experience required:

  • Experience in a health care environment such as a physician clinic, hospital or other applicable program