Documentation Management Specialist

• Travel with CCs to referral partner offices and develop relationships with referral partners.
• Learn each account’s referral patterns and determine preferred delivery methods.
• Update and manage delivery methods in Well Sky.
• Travel regularly to referral partner offices to obtain signatures for current or outstanding orders.
• Obtain outstanding paperwork when a CC is no longer working within the agency or branch.
• Monitor Well Sky physician profiles, research errors, and correct inaccurate information.
• Submit Smartsheet changes for assigned referral sources and other Well Sky information updates.
• Document daily work in Well Sky, including actions and follow-up dates, and follow up on prior activity.
• Assist with order escalations involving the home office, referral partners, and CCs.
• Participate in meetings and provide updates on outstanding F2F, hand-carry orders, escalations, and plans to obtain missing documents.
• Print and prepare orders for each CC and develop weekly signature-obtainment plans.
• Send outstanding orders and related documents to CCs during referral-source visits.
• Run weekly F2F and orders reports and help ensure orders are complete within 14 days or according to the patient’s case.
• Review potential write-off accounts with RDS and determine resolution or write-off submission plans.
• Communicate professionally with all departments to resolve outstanding orders.
• Respond promptly to inquiries and resolve concerns or discrepancies in a timely manner.
• Comply with HIPAA regulations on all accounts.

• 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 and computer skills, including MS Office.
• Ability to multitask across multiple software systems while maintaining data integrity.
• Excels in a deadline driven environment.
• Ability to remain productive when faced with high workloads and deadlines.
• Ability to comply with HIPAA regulations on all accounts.

Demonstrates proficiency in managing referral processes and maintaining accurate records within EMR systems like Well Sky. Excels in communication and organizational skills to effectively collaborate with referral partners and internal departments while ensuring compliance with HIPAA regulations.

• EMR System Experience
• Well Sky Proficiency
• HIPAA Compliance
• Excellent Communication Skills
• Organizational Skills

• Data Integrity Management
• Order Processing
• Report Generation
• Typing Skills
• Multitasking

• Time Management
• Problem Solving
• Professional Communication
• Deadline Orientation

• Referral Partner Relationships
• Patient Case Management
• Documentation
• F2F Orders
• Home Office Coordination

• MS Office
• Smartsheet