Documentation Management Specialist

Pinnacle Home Care • Oldsmar, FL

9d • 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 accurate and timely documentation for patient care, working closely with clinicians and referral partners. The company emphasizes compassionate, patient-centered care delivered at home and offers opportunities for professional growth and development.

Requirements

• High school diploma or equivalent.
• Previous experience working with an EMR system.
• Excellent communication, organizational, and time management skills.
• Advanced typing and computer skills (MS Office).
• Ability to multitask across multiple software systems while maintaining data integrity.
• Ability to remain productive when faced with high workloads and deadlines.

Responsibilities

• Work from home with minimal local travel to referral partner offices to develop relationships and understand their referral patterns and preferred delivery methods.
• 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 physician information on profile pages for accuracy and research/correct any errors.
• Submit Smartsheet for changes to CC's assigned referral sources or other information requiring updates.
• Document daily work performed to obtain current or outstanding orders, including 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 weekly.
• Be available to send outstanding orders/F2F/hand carry orders to the CC if they are in a referral source's office and will obtain a signature during that visit.
• Run F2F and orders reports weekly and work with CC to ensure orders are complete within 14 days or as appropriate.
• 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

• Employee referral program

What This Job Offers

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