Documentation Specialist

About the Role

Pinnacle Home Care is seeking a Documentation Management Specialist to support its home health operations in Fort Myers Beach, Florida. The organization serves as Florida’s largest independent Medicare-certified home health provider and has spent more than 20 years delivering patient-focused care in the home.

What You’ll Do

• Accompany care coordinators to referral partner offices, build working relationships, learn referral patterns, and manage each partner’s preferred document delivery process.
• Visit referral offices on a regular basis to collect signatures on active or overdue orders.
• Coordinate with referral partners to recover missing paperwork when a care coordinator is no longer assigned to the agency or branch.
• Check that physician details are accurate on profiles and investigate and correct any profile errors.
• Submit Smartsheet updates for changes to assigned referral sources such as physicians, facilities, hospitals, or other information needing revision.
• Record daily follow-up activity for open orders, including date, action taken, and next follow-up date, and review the prior week’s work.
• Support order escalation by working with the home office, referral partners, and care coordinators.
• Attend meetings to share updates on outstanding F2F items, hand-carry documents, escalations, and plans for retrieving missing paperwork.
• Prepare and print orders for each care coordinator and help map out a weekly signature-collection plan.
• Send outstanding orders, F2F documents, or hand-carry packets to care coordinators when they are in a referral office and can obtain a signature during the visit.
• Run weekly F2F and order reports and partner with care coordinators to keep orders complete within 14 days, or within the timeframe appropriate to the patient’s case.
• Review potential write-off accounts with RDS and determine whether the account can be resolved or should be written off.
• Communicate professionally across departments to close out pending orders.
• Answer inquiries quickly and work toward timely resolution of concerns or discrepancies.
• Follow HIPAA requirements across all accounts.

What We’re Looking For

• A high school diploma or equivalent is required.
• Prior experience using an EMR system is required.
• Strong communication, organization, and time-management abilities are essential.
• Comfort with advanced typing, MS Office, and multitasking across several software tools while preserving data accuracy.
• Ability to thrive in a deadline-heavy environment.
• Capacity to stay productive when workload and time pressure are high.

Benefits & Perks

• Support for individualized, one-on-one patient care in the home setting.
• Long-term stability backed by more than two decades of experience as a large independent home health agency.
• Free continuing education units to help with licensure and career growth.
• Competitive employee benefits and rewards, including a referral program.
• Recognition as a USA Today Top Workplace.
• Flexible scheduling to better fit personal priorities.
• A collaborative, positive workplace culture that values both performance and personal satisfaction.

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 any other legally protected status.

Impact

This role supports care teams serving more than 10,000 patients across Florida every day.