Documentation Specialist

Jobtailor; New Berlin (WI); On-site; USD 36,000 - 60,000; Full time

Job summary

Jobtailor in Wisconsin is seeking an experienced patient account coordinator to review medical records, validate eligibility, and ensure payer compliance before service delivery.

You will communicate with patients about financial responsibilities, collect payments when applicable, and coordinate documentation with referrals, physicians, and clinical teams across EMR systems. Strong accuracy and multitasking are essential.

Qualifications

• One (1) year of relatable work experience required.
• High School Diploma, Associate’s degree in relatable field, Healthcare Administration or Business Administration, or equivalent work experience required.
• Experience in management, administrative, clerical, insurance, billing, claims, call center, or customer service preferred but not required.
• Experience within a healthcare organization, pharmacy, HME, medical supply, or Medicare-certified environment is a plus but not required.
• Excellent verbal and written communication skills including analytical, problem-solving and decision-making abilities with attention to detail.
• Ability to multi-task in a fast paced environment.
• Proficient computer skills – Microsoft Office and healthcare systems are a plus.
• Comfort learning new technologies and navigating multiple systems.
• Ability to work independently while following established procedures and directives.
• Company conducted Background Check is required for all roles.
• Company conducted Motor Vehicle Record Check is required for all driving roles.

Responsibilities

• Review medical records, clinical documentation, and payer guidelines to determine patient eligibility and compliance.
• Communicate with patients about financial responsibility and collect payments when applicable.
• Contact patients when documentation does not meet payer requirements and provide options.
• Coordinate with referral sources, physicians, and clinical teams for complete documentation.
• Apply knowledge of payer requirements to ensure compliant service delivery.
• Maintain accurate, timely patient information in electronic systems.
• Enter referrals within established timeframes while meeting productivity and quality standards.
• Coordinate with leadership to select and schedule appropriate inventory and services.
• Collaborate with sales, insurance verification, and internal support teams to facilitate referrals.
• Navigate multiple EMR and online systems to obtain and manage documentation.
• Ensure shipping and delivery methods align with company procedures.
• Answer incoming calls promptly and provide professional assistance.
• Participate in on-call rotation during non-business hours.
• Follow company policies and procedures to support operations and quality standards.
• Perform other related duties as assigned.

Skills

Medical Record Review

Patient Communication

Payer Requirements Knowledge

Electronic Medical Record Navigation

Healthcare Administration

Payment Collection

Referral Coordination

Insurance Verification

Education

High School Diploma

Associate’s degree in Healthcare Administration

Associate’s degree in Business Administration

Tools

Microsoft Office

Electronic Medical Records

Job description

• Review medical records, clinical documentation, and payer guidelines to determine patient eligibility, qualification status, and compliance prior to service delivery
• Communicate with patients regarding financial responsibility, collect payments when applicable, and document interactions accurately
• Contact patients when documentation does not meet payer requirements, providing updates and alternative options to support timely care
• Work with referral sources, physicians, and clinical teams to obtain complete and compliant documentation
• Apply expert knowledge of payer requirements to ensure appropriate and compliant service delivery
• Maintain accurate, timely patient information and communications in electronic systems
• Enter referrals within established timeframes while meeting productivity and quality standards
• Coordinate with leadership to ensure appropriate inventory and services are selected and scheduled
• Collaborate with sales, insurance verification, and internal support teams to facilitate referral and intake processes
• Navigate multiple EMR and online systems to obtain and manage documentation
• Ensure appropriate shipping and delivery methods are selected according to company procedures
• Answer incoming calls promptly and provide professional assistance to patients and referral sources
• Participate in on-call rotation during non-business hours according to company policy
• Follow company policies and procedures to support team operations and quality standards
• Perform other related duties as assigned

Requirements

• One (1) year of relatable work experience required
• High School Diploma, Associate’s degree in relatable field, Healthcare Administration, Business Administration or equivalent work experience required
• Experience in management, administrative, clerical, insurance, billing, claims, call center, or customer service preferred but not required
• Experience within a healthcare organization, pharmacy, HME, medical supply, or Medicare-certified environment is a plus but not required
• Excellent verbal and written communication skills including analytical, problem-solving and decision-making abilities with attention to detail
• Ability to multi-task in a fast paced environment
• Proficient computer skills – Microsoft Office and healthcare systems are a plus
• Comfort learning new technologies and navigating multiple systems
• Ability to work independently while following established procedures and directives
• Company conducted Background Check is required for all roles
• Company conducted Motor Vehicle Record Check is required for all driving roles

Core Competencies

Demonstrates expertise in reviewing medical records and clinical documentation to ensure patient eligibility and compliance, while effectively communicating with patients and coordinating with healthcare teams. Proficient in navigating electronic medical records and maintaining accurate patient information.

Highest-signal resume keywords

• Medical Record Review
• Patient Communication
• Payer Requirements Knowledge
• Electronic Medical Record Navigation
• Healthcare Administration

Hard Skills

• Patient Eligibility Determination
• Documentation Compliance
• Payment Collection
• Referral Coordination
• Insurance Verification

Soft Skills

• Excellent Verbal Communication
• Analytical Problem-Solving
• Attention to Detail
• Multi-Tasking Ability
• Decision-Making Skills

Industry Keywords

• Healthcare Administration
• Medical Supply
• HME
• Medicare-Certified Environment
• Customer Service

Tools & Technologies

• Microsoft Office
• Healthcare Systems
• Electronic Medical Records