Documentation Specialist

Overview

Join a Florida home health organization committed to compassionate, patient-centered care delivered at home. The company is the state’s largest independent Medicare-certified home health provider and has been serving patients for more than 20 years. This role is for a Documentation Management Specialist supporting accurate, timely completion of referral and order documentation.

Responsibilities

• Visit referral partner offices alongside care coordinators to build working relationships, understand referral patterns, and maintain preferred document-delivery methods.
• Regularly go into the field to collect signatures on current and pending orders.
• Coordinate with referral partners to secure missing paperwork when a care coordinator is no longer assigned to the agency or branch.
• Verify physician details on profile pages, investigate inaccuracies, and correct any errors found.
• Submit Smartsheet updates for changes to assigned referral sources, including physicians, facilities, hospitals, and other information that needs revision.
• Record daily follow-up work in detail, including date, action taken, and next follow-up date, and review prior week activity.
• Help escalate orders by partnering with the home office, referral partners, and care coordinators.
• Attend meetings to review outstanding face-to-face documentation, hand-carry items, orders, and escalations, and communicate action plans for missing documents.
• Prepare and print orders for each care coordinator and help plan how signatures will be obtained each week.
• Send outstanding face-to-face, hand-carry, and other orders to care coordinators when they are in a referral source office and can obtain signatures during that visit.
• Run weekly face-to-face and order reports, and partner with care coordinators to ensure documents are completed within 14 days or according to the patient’s case requirements.
• Review possible write-off accounts with RDS and decide whether the issue can be resolved or should be submitted for write-off.
• Communicate professionally across departments to resolve unresolved orders.
• Respond quickly to questions and concerns with clear resolutions.
• Follow HIPAA requirements for all accounts and documentation.

Requirements

• High school diploma or equivalent is required.
• Prior experience using an EMR system is required.
• Strong verbal and written communication abilities.
• Well-developed organizational and time management skills.
• Advanced typing ability and solid computer proficiency, including Microsoft Office.
• Comfortable switching between multiple software systems while protecting data accuracy and integrity.
• Ability to work effectively in a deadline-driven setting.
• Capable of staying productive when workload and time pressures are high.

Benefits

• One-on-one patient impact through personalized home-based care.
• Long-standing organizational stability backed by more than two decades in home health.
• Free continuing education units to support professional growth and licensure.
• Competitive benefits and an employee referral reward program.
• Recognition as a USA Today Top Workplace.
• Flexible scheduling that can better fit personal priorities.
• Supportive, collaborative, and energetic team culture.

Equal Opportunity

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

Additional Information

The organization supports more than 10,000 patients across Florida each day.