Documentation Management Specialist

Pinnacle Home Care

. Work from home with weekly onsite office visits in the Polk County area .

Posted 10/13/2026full-timeLakeland • Florida • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong organizational and communication skills while managing multiple tasks in a deadline-driven environment. Proficient in EMR systems and maintaining HIPAA compliance across all accounts.

Highest-signal resume keywords

EMR System ExperienceHIPAA ComplianceExcellent Communication SkillsOrganizational SkillsAdvanced MS Office 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

EMR System ExperienceAdvanced Typing SkillsData Integrity ManagementOrder ManagementReport Generation

Soft Skills

Excellent CommunicationTime ManagementMultitasking AbilityProblem-Solving SkillsProductivity Under Pressure

Tools & Technologies

MS OfficeSmartsheet

Industry Keywords

HIPAA ComplianceReferral Partner CoordinationOrder EscalationProfile ManagementSignature Collection

About the role

Key responsibilities & impact

Work from home with weekly onsite office visits in the Polk County area
Coordinate with referral partners and develop relationships with referral partner offices
Learn account referral patterns and determine preferred delivery methods
Update and manage 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 and correct physician information on profile pages
Submit Smartsheet updates for assigned referral sources and other information requiring changes
Document daily work performed to obtain orders, including dates, actions, and follow-up dates
Follow up on previous week's activity
Assist with order escalations by coordinating 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 plan weekly signature collection
Send outstanding orders and F2F/hand-carry orders to CCs for signature collection during referral-source visits
Run weekly F2F and order reports
Work with CCs to complete orders 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 all departments to resolve outstanding orders
Respond promptly to inquiries and resolve concerns or discrepancies
Maintain HIPAA compliance 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 under high workloads and deadlines
Ability to comply with HIPAA regulations on all accounts

Benefits

Comp & perks

Free Continuing Education Units (CEUs) to support licensure and career advancement
Employee referral program where you can earn rewards
Flexible scheduling
Work from home with minimal local travel
Collaborative, supportive, and fun culture
Inclusive and equal opportunity work environment