Documentation Management Specialist

Pinnacle Home Care

. Work from home with minimal local travel to referral partner offices .

Posted 9/18/2026full-timeThe Villages • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong communication and organizational skills while managing multiple tasks in a deadline-driven environment. Proficient in EMR systems and MS Office, ensuring compliance with HIPAA regulations and maintaining data integrity.

Highest-signal resume keywords

EMR System ExperienceHIPAA ComplianceMS Office ProficiencyExcellent Communication SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data Integrity ManagementTyping SkillsOrder ProcessingDocumentation SkillsReport Generation

Soft Skills

Time ManagementMultitasking AbilityProblem-Solving SkillsCustomer Service Orientation

Tools & Technologies

Smartsheet

About the role

Key responsibilities & impact

Work from home with minimal local travel to referral partner offices
Develop relationships with referral partners and learn account referral patterns
Determine and update preferred delivery methods
Travel regularly to referral partner offices to obtain signatures for current or outstanding orders
Obtain outstanding paperwork when a CC is no longer working within the agency or branch
Monitor, research, and correct physician profile information
Submit Smartsheet updates for assigned referral sources and other information changes
Document daily work performed to obtain current or outstanding orders and follow up on prior activity
Assist with escalation of orders with the home office, referral partners, and CCs
Participate in meetings about outstanding F2F, hand-carry orders, escalations, and missing-document plans
Print and prepare orders for each CC and develop weekly signature-acquisition plans
Send outstanding orders and related documents to CCs for referral-source visits
Run weekly F2F and orders reports and ensure orders are completed within 14 days or according to the patient’s case
Review potential write-off accounts with RDS and determine resolution or write-off submission plans
Communicate with departments to resolve outstanding orders
Respond promptly to inquiries and resolve concerns or discrepancies
Comply with HIPAA regulations on all accounts

Requirements

What you’ll need

High school diploma or equivalent
Previous experience working with an EMR system
Excellent communication, organizational, and time management skills
Advanced typing and computer skills, including MS Office
Ability to multitask across multiple software systems while maintaining data integrity
Ability to excel in a deadline-driven environment
Ability to remain productive with high workloads and deadlines
Compliance with HIPAA regulations

Benefits

Comp & perks

Free Continuing Education Units (CEUs) to support licensure and career advancement
Employee referral program where you can earn rewards
Flexible scheduling
Supportive and collaborative team culture
Inclusive environment and equal opportunity employment