Document Management Specialist

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 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

• Monitor new referrals throughout the day to ensure accuracy and that Starts of Care (SOC) are processing according to the order.
• Review referrals brought in from the previous night’s processing to ensure all information is correct in relation to attending and/or signing MD and facility.
• Review the EOD Report daily for your branch(es) and the Care Coordinator (CC) team to ensure all referral documents are received and completed and that assignments are correct in KanTime. This includes the CC assignment, Ordering MD or Facility, and Signing MD.
• 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 KanTime 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 KanTime 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 KanTime information that requires updates.
• Document in KanTime 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, including obtaining approval from the RDS to escalate outstanding orders to the branch Medical Director for signature.
• 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.

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.

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 home health agency.
• Ongoing Professional Development: Free Continuing Education Units (CEUs) to support licensure and career advancement.
• Competitive Benefits & Perks: Including Daily Pay (work today, get paid tomorrow!) and 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!