Documentation Management Specialist - Tampa

Posted 5 Days Ago
Be an Early Applicant
Tampa, FL, USA
Hybrid
Entry level
Healthtech
The Role
Manages home-health documentation and outstanding physician orders by coordinating with referral partners, clinicians, and internal departments. Maintains accurate physician and referral-source information in WellSky, tracks follow-ups, prepares and escalates orders, obtains signatures and missing paperwork, reviews reports and potential write-offs, and documents daily activity while complying with HIPAA requirements. The role requires regular field travel to referral offices and strong communication, organization, typing, and multitasking skills.
Summary Generated by Built In
Description

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

  • 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 WellSky 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 WellSky 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 WellSky information that requires updates.
  • Document in WellSky 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!

Skills Required

  • High school diploma or equivalent
  • Previous experience working with an EMR system
  • Excellent communication skills
  • Organizational and time management skills
  • Advanced typing and computer skills
  • Microsoft Office proficiency
  • Ability to multitask across multiple software systems while maintaining data integrity
  • Ability to work effectively in a deadline-driven environment
  • Ability to remain productive under high workloads and deadlines
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
1,853 Employees
Year Founded: 2003

What We Do

Pinnacle Home Care is a Florida-based, Medicare-certified home health provider serving senior patients in their homes. The company delivers skilled nursing, physical, occupational, and speech therapy, medical social work, home health aide support, behavioral health services, and patient education. Its mission is to help patients manage their health at home while preserving dignity, supporting families, and improving independence through compassionate care.

Similar Jobs

Tapestry - Coach and Kate Spade Logo Tapestry - Coach and Kate Spade

Associate III

eCommerce • Fashion • Retail • Sales • Wearables • Design
Hybrid
Orlando, FL, USA
16000 Employees
15-20 Hourly

Coursera + Udemy  Logo Coursera + Udemy

Fp&a Manager

Artificial Intelligence • Consumer Web • Edtech • Enterprise Web • HR Tech • Social Impact • Generative AI
Remote or Hybrid
United States
1500 Employees
111K-162K Annually

TransUnion Logo TransUnion

Senior Risk Management Analyst

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Hybrid
4 Locations
13000 Employees
68K-113K Annually

Optum Logo Optum

Registered Nurse RN

Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
In-Office
St. Petersburg, FL, USA
160000 Employees
34-62 Hourly

Similar Companies Hiring

Sailor Health Thumbnail
Healthtech • Social Impact • Telehealth
New York City, NY
20 Employees
Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
OneImaging Thumbnail
Healthtech
Miami, FL
62 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account