Documentation Specialist - Palm Beach

Pinnacle Home Care • Palm Beach, FL

3d • 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 high-quality, patient-centered care is delivered by managing and obtaining necessary documentation. The position involves a hybrid work model, requiring travel to referral partner offices to build relationships, understand referral patterns, and ensure timely completion of patient orders and documentation. Pinnacle Home Care has a strong history of delivering compassionate healthcare at home for over two decades.

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 with 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 in 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

• 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.
• Flexible Scheduling: Enjoy a schedule that aligns with your personal priorities.
• Supportive & Fun Culture

What This Job Offers

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