Documentation Specialist

Role overview

This position supports a home health organization focused on delivering compassionate care in patients’ homes. The company is a long-established, Medicare-certified provider in Florida, and this role is part of a recognized team that helps keep documentation accurate, complete, and compliant.

What you will do

• Accompany care coordinators to referral partner offices, build working relationships, understand each account’s referral flow, and help maintain the preferred delivery process.
• Visit referral partner locations on a regular basis to secure signatures for pending or missing orders.
• Coordinate with referral partners to collect outstanding paperwork when a care coordinator is no longer assigned to the agency or branch.
• Check that physician details on the profile page are accurate and investigate and fix any errors.
• Submit Smartsheet requests when a care coordinator’s referral sources need updating, such as physicians, facilities, hospitals, or other relevant information.
• Record daily progress on obtaining current or missing orders, including the date, action taken, and follow-up date, and review the prior week’s activity.
• Support order escalation efforts by working with the home office, referral partner, and care coordinator.
• Join meetings to review outstanding face-to-face documentation, hand-carry items, orders, and escalations, and share plans for collecting missing paperwork.
• Print and organize orders for each care coordinator and review a weekly plan for obtaining signatures.
• Be ready to send outstanding orders, face-to-face documents, and hand-carry paperwork to a care coordinator if they are visiting a referral source and can get the signature during that visit.
• Run weekly reports for face-to-face items and orders, and work with care coordinators to make sure orders are completed within 14 days or within the timeline appropriate for the patient’s case.
• Review potential write-off accounts with RDS and help decide whether the account can be resolved or should be submitted for write-off.
• Communicate in a professional manner with all departments to resolve open orders.
• Respond quickly to questions and issues, aiming to resolve concerns and discrepancies without delay.
• Follow HIPAA requirements across all accounts and records.

Requirements

• You must have a high school diploma or an equivalent credential.
• Prior experience using an electronic medical record system is required.
• You should bring strong communication, organization, and time-management abilities.
• Advanced typing ability and solid computer skills, including Microsoft Office, are necessary.
• You need to be able to juggle several software platforms at once while protecting the accuracy and integrity of the data.
• You should work well in a deadline-focused environment.
• You must be able to stay productive when workload and deadlines are heavy.

Benefits

• Individualized care environment where you help patients recover and regain independence at home.
• Long-term stability with an organization that has operated for more than two decades.
• Free continuing education units to support licensure and career growth.
• Employee referral rewards as part of the benefits and perks package.
• Recognition as a USA Today Top Workplace.
• Flexible scheduling that can be aligned with personal priorities.
• A collaborative, upbeat, and supportive workplace culture.

Equal opportunity

The employer maintains an inclusive workplace and does not discriminate on the basis of race, religion, age, gender, national origin, disability, veteran status, or other protected status.

Impact

Employees in this organization help support care delivery for more than 10,000 patients across Florida each day.