Documentation Specialist - Home Health

Pinnacle Home CarePalm Beach, FL
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 delivering compassionate healthcare at home, with a hybrid work model that includes remote work and minimal local travel to referral partner offices. The specialist will be responsible for building relationships with referral partners, understanding their needs, and ensuring timely and accurate documentation for patient care.

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 excel in a deadline-driven environment.
  • Ability to remain productive when faced with high workloads and deadlines.

Responsibilities

  • Work from home with minimal local travel to referral partner offices.
  • Develop relationships with referral partners and understand their 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 for accuracy on profile pages and 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 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
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