Documentation Specialist - Home Health Care

Pinnacle Home Care • Tampa, FL

85d • 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 is crucial in ensuring the accuracy and timely processing of patient referrals and documentation within the home health care setting. The specialist will work closely with Care Coordinators, physicians, and referral partners to maintain data integrity and facilitate efficient patient care delivery.

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

Responsibilities

• Monitor new referrals to ensure accuracy and timely processing of Starts of Care (SOC).
• Review processed referrals from the previous night to verify information accuracy against attending physicians and facilities.
• Review the EOD Report daily for assigned branches and the Care Coordinator team to ensure all referral documents are received, completed, and that assignments (CC, Ordering MD/Facility, Signing MD) are correct.
• Travel with Care Coordinators (CCs) to referral partner offices to build relationships, understand referral patterns, and determine preferred delivery methods, updating system information as needed.
• Regularly travel to referral partner offices in the field to obtain signatures for current or outstanding orders.
• Liaise with referral partners to obtain outstanding paperwork when a CC is no longer with the agency or branch.
• Monitor physician information in the system for accuracy, researching and correcting any errors.
• Submit Smartsheet requests for changes to CC-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, and follow up on previous week's activity.
• Assist with order escalations by collaborating with the home office, referral partner, and CC.
• Participate in meetings to discuss and provide updates on outstanding F2F, hand carry, orders, and escalations, communicating plans to obtain missing documents.
• Print and prepare orders for each CC, discussing a weekly plan for obtaining signatures, and be available to send outstanding orders/F2F/hand carry orders to CCs during their field visits.
• Run F2F and orders reports weekly and work with CCs to ensure orders are completed within 14 days or as appropriate.
• Review potential write-off accounts with RDS to determine resolution plans or submission for write-off.
• Communicate professionally with all departments to resolve outstanding orders.
• Respond promptly to all inquiries, providing resolutions to concerns and/or discrepancies in a timely manner.
• Comply with HIPAA regulations on all accounts.

Benefits

• Competitive Benefits & Perks
• Employee referral program

What This Job Offers

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