Documentation Management Specialist

Pinnacle Home Care • Oldsmar, FL

10d • Hybrid

About The Position

Pinnacle Home Care, Florida’s largest independent Medicare-certified home health provider, is seeking a Documentation Management Specialist to join their award-winning team. This role involves ensuring high-quality, patient-centered care by managing and updating documentation related to patient orders and referral partners. The specialist will work in a hybrid capacity, balancing remote work with necessary travel to referral partner offices to obtain signatures, update information, and resolve discrepancies. The position requires strong organizational and communication skills to collaborate with internal departments and external partners, ensuring compliance with HIPAA regulations and timely resolution of outstanding documentation.

Requirements

• Must have a high school diploma or equivalent.
• Must have previous experience working with an EMR system.
• Excellent communication, organizational, and time management skills.
• Advanced typing, computer skills (MS Office), and the ability to multitask across multiple software systems while maintaining the integrity of the data.
• Excels in a deadline driven environment.
• Ability to remain productive when faced with high workloads and deadlines.

Responsibilities

• Hybrid role, work from home with minimal local travel with CCs to referral partner offices and develop relationships with them, learn each account’s referral patterns, and determine their preferred delivery method.
• Update and manage delivery methods as necessary.
• Travel regularly in the field to referral partner offices to obtain signatures for current or outstanding orders.
• Work with referral partners to obtain outstanding paperwork when a CC is no longer working within the agency or at the branch.
• Monitor to ensure the physician information is correct on the profile page, and research and correct any errors in that profile.
• Submit Smartsheet for changes to CC’s assigned referral sources (MD’s, facilities/hospitals, etc.) or any other information that requires updates.
• Document in daily the work performed to obtain current or outstanding orders by date, action, and follow-up date.
• Follow-up on the previous week’s activity.
• Assist with the escalation of orders by working with the home office, referral partner, and CC.
• Participate in meetings to discuss and provide updates on outstanding F2F, hand carry, orders, escalations, and communicate plans to obtain missing documents.
• Print and prepare orders for each CC and discuss a plan for obtaining signatures on a weekly basis.
• Be available to send outstanding orders/F2F/hand carry orders to the CC if they are in a referral sources office and will obtain signature during that visit.
• Run F2F and orders reports on a weekly basis and work with CC to ensure orders are complete within 14 days or as appropriate according to the patient’s case.
• Review potential write-off accounts with RDS to determine a plan for resolution or submission for write-off.
• Communicate professionally with all departments to resolve outstanding orders.
• Respond promptly to all inquiries with a resolution to concerns and or discrepancies in a timely manner.
• Comply with HIPAA regulations on all accounts.

Benefits

• Personalized, One-on-One Care
• Growth & Stability
• Ongoing Professional Development: Free Continuing Education Units (CEUs) to support licensure and career advancement.
• Competitive Benefits & Perks: Including an employee referral program where you can earn rewards.
• Recognized Excellence: Ranked as a USA Today Top Workplace.
• Flexible Scheduling
• Supportive & Fun Culture

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED