On-Site Specialist Liaison

Senior TLC; Shelby (NC); Hybrid; USD 42,000 - 62,000; Full time

Job summary

Senior TLC is seeking an On-Site Specialist Liaison in Shelby, NC to coordinate visits for on-site specialists and manage follow-up with providers and patients. The role reports to the HIM Manager and requires strong collaboration with clinical teams.

Responsibilities include preparing visit documentation, coordinating scheduling, and maintaining patient charts in Elation. The ideal candidate will be detail-oriented, discreet with patient information, and capable of adapting to changing

Qualifications

• High school diploma or GED required.
• Certification/registration as Medical Office Assistant, CMA, RMA, CCMA, CNA or LPN.
• Excellent communication and interpersonal skills; teamwork is essential.
• Ability to handle confidential information with discretion.
• Familiarity with EMR systems and scheduling tools.
• Experience in a medical/geriatric office setting preferred.

Responsibilities

• Monitor service tracking for on-site referrals and schedule visits.
• Prepare and send documentation to on-site providers within required timeframes.
• Schedule on-site appointments and coordinate transportation if needed.
• Notify participants and caregivers about upcoming visits in advance.
• Upload consent forms and visit notes to patient charts and share with PCPs.
• Maintain on-site calendar and update SharePoint calendars regularly.
• Support mission to improve seniors' quality of life and care coordination.

Skills

Teamwork

Communication skills

Organizational skills

Problem solving

Attention to detail

Confidentiality

Interpersonal skills

Cultural sensitivity

Education

High School Diploma or GED

Medical Office Certification (MA/CMA/RMA/CCMA/CNA or LPN)

Tools

Elation EMR

SharePoint

CareHub calendar

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

ALL Full-Time Shelby, NC, US

7 days ago Requisition ID: 5154

FLSA Status : Non-Exempt

Salary Range: See Pay Scale

Job Summary: The On-Site Specialist Liaison will be responsible for preparing for upcoming on-site specialist visits based on the requirements for that visit, and all follow up with both the on-site provider (Specialist) and the referring Provider. Position reports directly to the Health Information Management (HIM) Manager.

Specifications

Education : Minimum High school diploma or GED required

Experience : At least 1 years experience working with the frail elderly population. 1 year of related work preferred or OJT for ≥2 years in a medical office setting.

Education: High School Diploma or GED;

Certification(s)/Licensure: Certification/registration as a Medical Office Assistant, RMA, CMA, or CCMA, CNA or LPN required.

Number and Type of Employees Supervised (optional) : None

Licensure, Registry or Certification Required : MA, CMA, RMA, CCMA, CNA or LPN

Skills Required : Must be able to work effectively in a team environment. Must possess excellent verbal, written and interpersonal communication skills, organizational, problem solving, attention to detail and critical thinking skills. Must be able to work with changing priorities and interact with individuals of all cultures and levels of authority. Must have a solid understanding of the importance of confidentiality.

Immunizations: Be medically cleared for communicable diseases and have all immunizations up to date before engaging in direct participant contact

Ages of Patients Rendered Care:

Neonate/Infant Early Childhood Adolescent Adult Geriatric All Age Groups

Key Responsibilities : (*denotes an age-related skill or task)

• Monitors Service Tracking for all on-site referrals and develops schedules for each on-site provider visit.
• Prepares all documentation and sends it to the appropriate on-site provider in the expected timeframe. (See On-Site Specialist Documentation and Timeframes)
• Prepares space (if required by on-site provider) in the day center/clinic prior to their visit.
• Communicates with the participant and/or caregiver to inform them of their upcoming on-site appointment one month, one week and one day prior to the appointment.
• Obtains signed consent forms (if required) from participants, uploads them to the participant’s chart in Elation, and sends to appropriate on-site provider.
• Follows the on-site standard operating procedure to schedule on-site appointments [Appropriately documents in Service Tracking; Updates the authorization; Adds the appointment to the CareHub calendar; & Requests transportation (if required)].
• Provides on-site providers with same day notes and obtains them from on-site providers following the visit. Uploads same day notes to participant’s charts in Elation and routes to Primary Care Provider (PCP) for review.
• Monitors Service Tracking for referrals in “needs report attached” status and either extracts visit notes from external Electronic Medical Record (EMR) or requests notes from on-site provider.
• Uploads visit notes to Elation and routes to PCP for review in expected timeframe.
• Reschedules missed on-site visits.
• Communicates with on-site providers and schedules the monthly on-site visits (Kintegra Dental).
• Updates the Senior TLC On-Site Calendar in SharePoint.
• Supports Senior TLC’s mission to encourage and support the quality of life of seniors wishing to continue living in the community; its vision to be the preferred provider of individualized care for seniors in the community; and its values of respect, integrity, accountability, compatible goals, and compassionate care.