Branch Coordinator

Pinnacle Home Care•Fort Myers, FL

About The Position

Pinnacle Home Care is hiring a Clinical Assistant to support organized, compliant office operations across assigned regional locations. The role coordinates administrative needs, maintains branch information and supply inventories, manages mail and shipments, and supports staff training and office compliance activities. It also maintains on-call coverage information and the CareBestie queue, handles non-clinical requests within its scope, and ensures clinical concerns are referred to licensed clinical staff. Clinical assessments and decisions remain the responsibility of licensed staff.

Requirements

High school diploma or equivalent.
Strong organizational skills and attention to detail.
Customer service skills and ability to follow through independently.
Proficiency in Microsoft Outlook, Excel, Word, and Teams.
Ability to learn WellSky, CareBestie, and other applicable systems.
Ability to maintain HIPAA-compliant confidentiality and communicate professionally with clinical staff and corporate teams.
Reliable transportation and ability to travel among assigned regional offices as needed.

Nice To Haves

Healthcare office administration or home health experience.

Responsibilities

Update daily branch sheets for each assigned office location and maintain accurate branch information.
Coordinate administrative needs and maintain organized office operations across regional locations.
Identify operational concerns, communicate unresolved matters to the DCS, and escalate unresolved items.
Check, sort, distribute, and process incoming and outgoing mail, including mail for the corporate office.
Route medical records to the Medical Records department and coordinate secure physical shipments to the corporate office.
Receive, track, and distribute office shipments while protecting confidential patient and employee information.
Organize, stock, distribute, and maintain an accurate inventory of medical supplies.
Order and replenish medical supplies, Start of Care packets, patient education pamphlets, forms, and office supplies under approved procedures.
Monitor supply levels and escalate shortages or discrepancies to the DCS.
Update CareBestie on-call coverage information and manage its queue throughout the business day.
Resolve non-clinical calls and requests within the role's scope and refer clinical concerns to the appropriate Clinical Manager.
Track clinical escalations, follow up for resolution by the end of the day, and elevate unresolved items to the DCS.
Track applicable CPR, driver's license, professional license, and TB renewals.
Follow up on outstanding LMS courses and required employee education; notify employees and leadership of upcoming expirations, document follow-up, and escalate overdue requirements.
Coordinate biohazard compliance activities, service requests, and ticketing.
Schedule and track fire inspections, corrective follow-up, and related office compliance records.
Support office readiness for inspections and internal reviews.
Coordinate and set up all-staff meetings and training sessions at the DCS's direction.
Prepare and print agendas, handouts, training materials, and sign-in sheets; maintain and route attendance records.
At the start of the day, update branch sheets, verify on-call coverage, and review the CareBestie queue; throughout the day, handle mail, shipments, inventory, renewals, meetings, and queue follow-up; at day's end, confirm non-clinical items are addressed, clinical items are escalated and followed through, and unresolved concerns are reported to the DCS.