Operation Specialist

Responsibilities

• Organize, sort, and maintain documentation in client files in a timely manner.
• Provide clerical support, including preparation of admission and orientation packets and copying documents for the clinical team.
• Assist with communication: manage phone systems, memos, answer incoming calls, handle documents, and disseminate appropriate messages; forward calls to the appropriate clinical coordinator as needed.
• Provide data‑entry support to clinical services, such as uploading client record information after clinical review, uploading new‑hire checklists signed by the Director of Nursing, and uploading clinical faxes to client records.
• Perform clerical tasks of faxing POPOC, verbal orders, and 60‑day summaries for physician signatures, including follow‑up calls to confirm receipt.
• Run daily reports and follow up with physicians to obtain signatures promptly.
• Search for incident reports weekly, print them, and provide them to the Director of Clinical Services for further follow‑up.
• Participate in new Care Provider training orientation as needed.
• Demonstrate thorough understanding of the company’s business model and philosophy and articulate this knowledge effectively.
• Assist with physician credentialing verification processes.
• Deliver and pick up supplies and forms for clinical services at client residences as needed.
• Assist other departments with a friendly, positive, team‑oriented attitude.
• Monitor and review the task checklist to ensure Care Providers complete documentation in a timely manner.

Skills

• Fluent in basic Microsoft Office functions (Word, Excel, PowerPoint).
• Ability to organize and maintain electronic client records.
• Strong interpersonal skills with clients, care providers, and team members.
• Problem‑solving and decision‑making abilities.
• Excellent written and oral communication skills.
• Effective time management and efficient work habits.
• Strong attention to detail and organizational skills.
• Ability to work independently.
• Flexible, humble, and team‑oriented.
• Compassionate and empathetic.

Requirements

• Minimum of 2 years of experience in office coordination or management; HR experience is a plus.
• Experience in the home care industry or a related field such as hospice, home health, or hospital care.
• Ability to drive when required per company policy.