Documentation Specialist – Health Care

Pinnacle Home Care

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

Posted 9/25/2026full-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 relationships with referral partners and ensuring compliance with HIPAA regulations. Proficient in utilizing EMR systems and MS Office to maintain data integrity and manage orders efficiently.

Highest-signal resume keywords

EMR System ExperienceHIPAA ComplianceExcellent Communication SkillsOrganizational SkillsTime Management 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 ManagementOrder ManagementSignature CollectionReport GenerationTyping Skills

Soft Skills

Multitasking AbilityDeadline ManagementProblem-Solving Skills

Tools & Technologies

MS OfficeSmartsheet

Industry Keywords

Referral Partner RelationshipsClinical CoordinationPatient Case ManagementOutstanding Orders Management

About the role

Key responsibilities & impact

Work from home with weekly onsite office visits in the Polk County area
Conduct minimal local travel to referral partner offices
Develop relationships with referral partners and learn each account’s referral patterns and 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 clinical coordinator is no longer working within the agency or branch
Verify, research, and correct physician information in profiles
Submit Smartsheet requests for changes to assigned referral sources and other information requiring updates
Document daily work performed to obtain current or outstanding orders, including dates, actions, and follow-up dates
Follow up on the previous week’s activity
Assist with order escalations in coordination with the home office, referral partners, and clinical coordinators
Participate in meetings regarding outstanding F2F, hand-carry orders, escalations, missing documents, and action plans
Print and prepare orders for clinical coordinators and plan weekly signature collection
Send outstanding orders, F2F, and hand-carry orders to clinical coordinators during 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

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

Personalized, one-on-one care that helps patients heal and regain independence
Free Continuing Education Units (CEUs) supporting licensure and career advancement
Employee referral program with rewards
Flexible scheduling
Supportive and collaborative team culture
Growth and stability with Florida’s largest independent home health agency
Equal opportunity and inclusive work environment