CareWorx Healthcare Solutions
All field notes
CalAIM 9 min read

What ECM providers get wrong about member enrollment

MCPs hand ECM providers an eligibility list and expect enrolled members to materialize. They don't. The list is a starting point, not a funnel — and the providers winning at ECM treat it that way.

<5%

Conversion on cold-call outreach to a raw eligibility list

3-5x

Enrollment lift when outreach is segmented and field-based

70%

Of consent losses happen between 'reached' and 'consented'

01

The eligibility list is not your funnel

An eligibility roster is permission to outreach, not a pipeline. Without segmentation by acuity, geography, language, and existing care relationships, your outreach team is dialing strangers at a phone number that may not work, on behalf of an organization the member has never heard of.

The providers we see grow enrollment 3-5x build a real top of funnel before they ever touch the MCP list. Warm referrals from FQHCs and primary care, hospital discharge handoffs from ED social workers, CBO co-enrollment at points of service, and street-based outreach in known catchment areas all outperform direct list dialing by an order of magnitude.

Treat the eligibility list as the universe of people you are allowed to enroll, then build the funnel that actually reaches them.

  • Acuity tier (rising risk, high utilizer, complex chronic, perinatal, justice-involved)
  • Geography down to zip and tract — concentrate routes, don't spray
  • Existing care relationships pulled from MCP claims, when available
  • Preferred language and the actual channel that reaches them
02

Trust is the conversion event, not the call

Members on Medi-Cal have been promised things before. A robocall from a 1-800 number, even from a legitimately contracted ECM provider, is indistinguishable from the dozens of scam calls those same members get every week. Conversion rates under 5% are not a sales problem — they're a trust problem.

The teams that win invest in field-based engagement, peer staff who share lived experience with the population, and co-located outreach inside trusted settings: FQHCs, shelters, community centers, court navigators, methadone clinics, faith communities. The conversion event is being seen with a trusted partner, not the phone ringing.

We stopped measuring dials and started measuring 'introductions by a trusted partner.' Our consent rate tripled in a quarter.

03

Instrument the full funnel or you'll mis-diagnose every leak

Most ECM teams report enrolled members and call it a day. That number tells you almost nothing about what's broken. The funnel has five distinct stages and each one needs its own measurement and its own owner.

When you instrument all five, the leak becomes obvious within a month. In our experience, the failure point is almost never 'enrolled to retained' — it's 'reached to consented.' That's a script, channel, and messenger problem, not a list problem and not a clinical problem.

  • Attempted: outreach attempts initiated, by channel
  • Reached: live two-way contact with the member or authorized rep
  • Consented: signed enrollment within compliance window
  • Enrolled: assigned and active in your ECM panel
  • Retained: still engaged at 90 and 180 days
04

The first 30 days decide retention

An enrolled member who doesn't have a meaningful interaction in the first 30 days is at extreme risk of disengagement, and once disengaged the cost to re-enroll is higher than the cost to enroll a brand new member. Treat day 1-30 as its own program.

Specifically: a warm welcome contact within 48 hours of consent, a named lead care manager (with a real photo, not a stock avatar), an in-person or video introduction within the first 14 days, and a documented care plan touchpoint by day 30. Programs that do this hit retention rates over 80%. Programs that don't churn 40-60% in the first six months.

Key takeaways

What to do with this.

  • Segment the eligibility list by acuity, geography, language, and care relationships before any outreach
  • Invest in peer staff and co-located outreach inside trusted community settings
  • Instrument the full funnel — attempted, reached, consented, enrolled, retained — and own each stage
  • Treat day 1-30 post-enrollment as a dedicated retention program, not BAU care management