Documentation Specialist

About the Role

Join a healthcare organization focused on helping patients receive compassionate care in the comfort of their homes. The company is a large independent Medicare-certified home health provider in Florida with more than 20 years of experience delivering patient-centered care. This position supports documentation management and helps keep referral and order workflows accurate, complete, and on time.

Key Responsibilities

• Visit referral partner offices alongside CCs to build working relationships, understand how each partner sends referrals, and identify the delivery method they prefer. Keep delivery-method records updated as needed.
• Make routine field visits to referral partner offices to secure signatures on current or pending orders.
• Coordinate with referral partners to collect missing paperwork when a CC is no longer assigned to the agency or branch.
• Check that physician details are accurate on profile pages and investigate and fix any errors found.
• Submit Smartsheet updates for changes to CC referral sources such as physicians, facilities, hospitals, or any other information that needs revision.
• Record daily work completed to obtain current or pending orders, including the date, action taken, and follow-up date, and review the prior week’s activity.
• Support order escalation efforts by coordinating with the home office, referral partner, and CC.
• Join meetings to provide status updates on outstanding face-to-face items, hand-carry items, orders, and escalations, and share plans for obtaining missing documentation.
• Print and organize orders for each CC and review a weekly plan for obtaining signatures. Be ready to send outstanding orders, face-to-face items, or hand-carry orders to a CC when they are visiting a referral source and can obtain a signature during that visit.
• Run weekly face-to-face and order reports and partner with the CC to make sure orders are completed within 14 days or within the timing appropriate for the patient’s case.
• Review accounts that may require write-off with RDS and determine the next step for resolution or write-off submission.
• Communicate professionally across departments to resolve unfinished orders.
• Respond quickly to questions, concerns, and discrepancies with timely resolutions.
• Follow HIPAA requirements for all accounts and documentation handled.

Requirements

• High school diploma or equivalent is required.
• Prior experience using an EMR system is required.
• Strong communication, organization, and time-management abilities.
• Advanced typing skills, solid computer proficiency with MS Office, and the ability to manage several software tools at once while protecting data accuracy.
• Comfortable working in a deadline-driven environment.
• Able to stay productive under heavy workload pressure and tight timelines.

Benefits

• Opportunity to support personalized, one-on-one home-based care that helps patients recover and regain independence.
• Work with an established organization that has been operating for over two decades.
• Access to free continuing education units to support professional growth and licensure development.
• Employee referral program with rewards.
• Recognition as a USA Today Top Workplace.
• Flexible scheduling that can better align with personal priorities.
• Collaborative, supportive, and energetic team culture.

Equal Opportunity Statement

The employer maintains an inclusive workplace and does not tolerate discrimination or harassment based on race, religion, age, gender, national origin, disability, veteran status, or any other protected status.

Additional Information

This role is based in Buckingham, Florida and is an on-site full-time position. The organization serves more than 10,000 patients across Florida every day.