Patient Onboarding Specialist

Optimal Care•Jackson, MI

1d•$19 - $22•Onsite

About The Position

Optimal Care is where your dedication meets a rewarding career. As a clinician owned and operated company, we create the opportunity and environment for each employee to realize their highest potential while maintaining a personalized focus on our Patients and Families every day. We are the Midwest's premier provider of Physician Services, Home Health, and Hospice Care. Our integrated care delivery model incorporates technology, innovation and best practices. We produce value based outcomes by managing chronic disease process, rehabilitation and end of life care. We live a simple Mission: Serve Together, Provide Value, and Deliver Exceptional Quality Care. What does this mean for you? At Optimal Care, you have our resolute commitment to being an exceptional place to work. Your expertise, passion and commitment to exceptional quality care will continue to thrive. With you we can build a remarkable place to work. The Patient Onboarding Specialist is responsible for accurately and efficiently entering and managing all new patient information following the initial demographic intake completed by the intake team. This role ensures that all patient records are complete, accurate, and properly documented within the system.

Requirements

High school diploma or GED
Interpersonal skills and ability to communicate professionally and effectively
Knowledge of medical terminology
Strong verbal and written communication skills
Ability to operate computer and office equipment
Proficiency in Microsoft Office Suite and data entry skills
Responds to suggestion constructively
Skilled in conflict resolution
Proven interpersonal, coordination, and leadership skills
Reliable transportation with valid automobile insurance

Nice To Haves

Associate's degree preferred
Minimum 1 year of experience in a healthcare setting preferred
Knowledge of Medicare, Medicaid, and third-party payor guidelines preferred

Responsibilities

Accurately enter and maintain comprehensive patient data, including past medical, family, and social history, pharmacy information, durable power of attorney (DPOA) details and documentation, medication lists, and allergy information.
Proactively identify and obtain any missing documentation, including outstanding consents and required new patient paperwork, to ensure a complete and compliant onboarding process.
Receive, review, and convert patient and physician referrals in accordance with agency policies
Accurately enter, track, and maintain referral and patient data in company systems
Serve as a key point of communication between patients, referral sources, clinical teams, sales, and leadership
Answer inquiries about agency services and provide appropriate community resource referrals
Coordinate referrals with supervisors and schedulers to support timely patient evaluations
Maintain organized systems to ensure continuity and quality of patient care
Provide excellent internal and external customer service, including greeting visitors professionally
Prepare referral tracking and trending reports as needed
Credential new physicians and facilities following established procedures
Identify workflow gaps and recommend improvements to enhance efficiency
Ensure compliance with all federal, state, and local regulations