Documentation Specialist

• Work from home in a hybrid role with minimal local travel to referral partner offices.
• Develop relationships with referral partners, learn each account’s referral patterns, and determine preferred delivery methods.
• Update and manage delivery methods as necessary.
• 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 information on profile pages.
• 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 date, action, and follow-up date.
• Follow up on the previous week’s activity.
• Assist with order escalations by working with the home office, referral partners, and CCs.
• Participate in meetings regarding outstanding F2F, hand-carry orders, escalations, and plans to obtain missing documents.
• Print and prepare orders for each CC and discuss weekly signature-obtainment plans.
• Send outstanding orders, F2F, and hand-carry orders to CCs for signature collection during referral-source visits.
• Run weekly F2F and orders reports and 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 professionally with all departments to resolve outstanding orders.
• Respond promptly to inquiries and resolve concerns or discrepancies.
• Comply with HIPAA regulations on all accounts.

Documentation Specialist – Health Care

• Develop, review and maintain procedures for Banking Centers and Client Services
• Collaborate with department managers, supervisors, subject matter experts and key employees to document procedures
• Document steps and requirements according to Bank policy and regulatory requirements
• Organize and maintain the company-wide Procedures library
• Present procedures to management and department heads for approval
• Manage, analyze, research, develop, compose and edit procedures
• Develop and follow standards and processes for Procedures documentation
• Serve as the go-to person for Procedures documentation standards, formats and content
• Manage procedure lifecycles from request tracking through publication and periodic review
• Provide timely communications on procedure status
• Initiate and manage meetings with subject matter experts to create and revise procedures
• Revise and update procedures and recommend process improvements
• Review proposed changes and identify affected procedures
• Facilitate agreement across multiple lines of business on process flows and workflows
• Communicate new procedures and updates to applicable business units
• Maintain an organized archive of procedure changes
• Provide documentation to auditors when directed by Management
• Consult with Legal, Compliance, Human Resources and Enterprise Risk on regulatory compliance
• Partner with Training to help employees understand and implement required changes
• Prioritize requests related to regulatory changes, audit findings and client impacts
• Maintain and manage incoming requests in a centralized reporting location
• Lead monthly Procedures Task Force meetings and distribute agendas and minutes

Technical Documentation Specialist

• Work from home with 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 document delivery methods
• Travel regularly to referral partner offices to obtain signatures for current or outstanding orders
• Obtain outstanding paperwork when a care coordinator is no longer working within the agency or branch
• Verify and correct physician information on profile pages
• Submit Smartsheet updates for referral-source assignments and other information changes
• Document daily work performed to obtain orders, including dates, actions, and follow-up dates
• Follow up on the previous week’s activity
• Assist with order escalations involving the home office, referral partners, and care coordinators
• Participate in meetings regarding outstanding F2F, hand-carry orders, escalations, and missing-document plans
• Print and prepare orders for each care coordinator and plan weekly signature collection
• Send outstanding orders and related documents to care coordinators visiting referral-source offices
• Run weekly F2F and orders reports and help ensure completion 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

• 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

• 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

Documentation Management Specialist

• Work from home in a hybrid role with 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 as necessary
• Travel regularly to referral partner offices to obtain signatures for current or outstanding orders
• Obtain outstanding paperwork when a community liaison 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 current or outstanding orders, including dates, actions, and follow-up dates
• Follow up on the previous week’s activity
• Assist with order escalations by coordinating with the home office, referral partners, and community liaisons
• Participate in meetings concerning outstanding F2F, hand-carry orders, escalations, and plans to obtain missing documents
• Print and prepare orders for community liaisons and establish weekly signature-obtainment plans
• Send outstanding orders and F2F/hand-carry orders to community liaisons for referral-office visits
• Run weekly F2F and orders reports and ensure orders are complete 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 professionally with all departments to resolve outstanding orders
• Respond promptly to inquiries and resolve concerns or discrepancies
• Comply with HIPAA regulations on all accounts

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. Apply now!

Documentation Specialist jobs in Florida

Documentation Specialist – Health Care

Technical Documentation Specialist

Documentation Specialist – Health Care

Documentation Specialist – Health Care

Documentation Management Specialist

Documentation Specialist – Health Care

Documentation Specialist - Home Health Care