Documentation Specialist - Home Health Care

Pinnacle Home Care; Lakeland (FL); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Flexible Scheduling

CEUs / Professional Development

Employee referral program

Top Workplace recognition

Job summary

Pinnacle Home Care, Florida’s largest independent Medicare-certified home health provider, seeks a Documentation Management Specialist to join a mission-driven team delivering compassionate care at home. The role blends remote work with weekly onsite visits to referral partners in Polk County.

The ideal candidate brings EMR experience, strong communication, organizational and typing skills, and the ability to multitask across software systems while maintaining data integrity.

Qualifications

• 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

• Travel regularly in the field to referral partner offices to obtain signatures for current or outstanding orders.
• Update and manage delivery methods in Smartsheet and coordinate with CCs and referral partners.
• Work with referral partners to obtain outstanding paperwork when a CC is no longer with the agency or at the branch.
• Monitor physician information on profiles and correct any errors.
• Submit Smartsheet changes for CC’s assigned referral sources or other information.
• Document daily work to obtain current or outstanding orders with date, action, and follow-up date.
• Assist with escalation of orders by coordinating with the home office, referral partner, and CC.
• Participate in meetings to discuss outstanding orders and plans to obtain missing documents.
• Print and prepare orders for each CC and plan weekly signatures; forward orders to CC when they are in referral sources' offices.
• Run weekly F2F and orders reports to ensure completion within 14 days or as appropriate.
• Review potential write-off accounts with RDS to determine a resolution plan.
• Communicate with all departments to resolve outstanding orders and discrepancies promptly.
• Respond to inquiries with timely resolutions.
• Comply with HIPAA regulations on all accounts.

Skills

Communication

Organizational skills

Time management

Typing

MS Office

Multitasking

Deadline-driven

Education

High school diploma or equivalent

Tools

EMR system

Smartsheet

MS Office

Job description

Although you can work from home - this role requires weekly onsite office visits in the Polk County area. *****

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

• Hybrid role, work from home with minimal local 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.

Requirements:

Qualifications

• 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

Benefits:

Why Choose Pinnacle?

• Personalized, One-on-One Care: Help patients heal and regain their independence by delivering individualized care in the comfort of their homes.
• Growth & Stability: Over two decades as Florida’s largest independent home health agency.
• 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.
• Recognized Excellence: Ranked as a USA Today Top Workplace.
• Flexible Scheduling: Enjoy a schedule that aligns with your personal priorities.
• Supportive & Fun Culture: Join a collaborative, forward-thinking team that values both professional excellence and personal fulfillment.

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.