Pinnacle Home Care·Port Charlotte, Florida
The specialist monitors and processes new referrals to ensure accuracy and timely starts of care. They also travel to partner offices to maintain relationships and obtain necessary physician signatures and documentation.
Are you looking to make a difference in patients’ lives with a company that values your expertise? Join us in our mission of delivering compassionate healthcare where it matters most –– at home.
Pinnacle Home Care, Florida’s largest independent Medicare-certified home health provider, has been delivering high-quality, patient-centered care for over two decades, and we’re looking for a Documentation Management Specialist to join our award-winning team.
Key Responsibilities
Monitor new referrals throughout the day to ensure accuracy and that Starts of Care (SOC) are processing according to the order.
Review referrals brought in from the previous night’s processing to ensure all information is correct in relation to attending and/or signing MD and facility.
Review the EOD Report daily for your branch(es) and the Care Coordinator (CC) team to ensure all referral documents are received and completed and that assignments are correct in . This includes the CC assignment, Ordering MD or Facility, and Signing MD.
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.
Pinnacle promotes an inclusive environment and is an equal opportunity employer. We prohibit discrimination or harassment based on race, religion, age, gender, national origin, disability, veteran status, or other legally protected characteristics.
Be part of a company that empowers clinicians to make a difference in the lives of over 10,000 patients across Florida every day. Apply now!
Candidates must have a high school diploma and previous experience working with EMR systems. Proficiency in MS Office and the ability to handle high workloads in a deadline-driven environment are required.
Market context
In Florida, physician openings are typically shaped by steady demand from large health systems, outpatient groups, and growing patient populations. These roles are competitive because employers often look for strong clinical credentials, current BLS certification, and readiness to work in fast-paced care settings; this posting also notes no prior experience is required, with a preferred associate’s or bachelor’s degree. Review the AI-summarized requirements and benefits here to save time, then confirm your credential match and prepare examples of patient-care experience before applying.
