Transitional Care Navigator / Eligibility Specialist

CorsoCare Home Health

Position Summary:

Transitional Care Navigator/Eligibility Specialist is responsible for providing product and service information, assisting with sales inquiries, and guiding patients through the healthcare continuum. This role involves building and maintaining relationships with healthcare providers, clinicians, and community organizations to ensure patients receive necessary support and services for successful transitions.

Required Experience:

• Ability to work effectively independently.
• Strong interpersonal skills, time management, and attention to detail.
• Proficient in Microsoft Office applications.
• Nurse preferred
• Minimum of 0-3 years of sales experience in healthcare, with a focus on home healthcare or hospice services. Proven track record of achieving sales targets and managing sales teams.
• Excellent communication, negotiation, and interpersonal skills.
• Proficiency in using CRM software and sales analytics tools.
• Understanding of healthcare regulations and compliance related to home care and hospice services.

Primary Responsibilities:

• Provide expert product and service information for several of our CommonSail brands.
• High call volume per day
• Establish and maintain relationships with key healthcare providers, clinicians, Intake team, referral sources, and community organizations.
• Provide Transitional Care for patients on Leave of absence and provide patient support and guidance throughout hospital and subacute stay and ensure patient gets to most appropriate level of care with proper discharge planning.
• Follow up with hospital, physician and other medical professionals to obtain ancillary eligibility requirements.
• Educate families and patients on pertinent diagnosis related materials
• Utilize CRM tools to manage and document sales activities and client interactions.
• Ensure high levels of customer satisfaction by addressing client needs and resolving issues promptly.
• Gather feedback from clients to improve services and offerings.
• Promote customer retention and loyalty through consistent follow-up and relationship building.
• Develop and follow a detailed business plan to guide sales efforts.
• Use Silver Sheets as a tool for tracking key performance indicators and progress.
• Maintain a structured weekly schedule to ensure all tasks and goals are addressed.
• Use the Win the Day scorecard system to track and manage leads and referrals effectively.
• Take full ownership of your business outcomes.
• Provide valuable educational resources and opportunities to clients and prospects.
• Offer Continuing Education Units (CEU) to enhance the professional development of clients.
• Maintain consistent communication and support for clients and colleagues during leaves of absence to ensure continuity and trust.
• Report cases of possible abuse, neglect, fraud, noncompliance, and exploitation to the Compliance Officer, Administrator, or Designee immediately.
• Compliance with all applicable laws, regulatory requirements, standards of practice, accreditation standards, policies, and procedures.
• Other duties as assigned.

Skills for Success:

• Building strong relationships, 1440 Care Standards.
• Making good and timely decisions.
• Taking on new challenges with a sense of urgency.
• Working efficiently and effectively and continuously improves.
• Working well with others to meet shared goals.
• Communicating clearly and frequently.
• Relating openly and honestly with diverse groups of people.
• Rebounding quickly from setbacks.
• Stepping up to address difficult issues, saying what needs to be said.
• Gaining the confidence and trust of others.
• Using feedback and personal reflection to gain personal insight into strengths and weaknesses.
• Being flexible and approachable.
• Metrics that Matter:
• Employee First: Performance Feedback, Leadership / Staff Training, Communication, Employee Recognition, Employee Retention.
• 1440 Care: Quality, Patient/Customer Satisfaction, Communication.
• Optimal Performance: Revenue, Profitability, Relationships.

General Working Conditions: This position entails standing for long periods of time. While performing the duties of this job, the employee is required to communicate effectively with others, sit, stand, walk, and use hands to handle keyboard, telephone, paper, files, and other equipment and objects. The employee is occasionally required to reach with hands and arms. This position requires the ability to review detailed documents and read computer screens. The employee will occasionally lift and/or move up to 25 pounds. The work environment requires appropriate interaction with others. The noise level in the work environment is moderate. Occasional travel to different locations may be required.

Physical Demands: While performing the responsibilities of this job, the employee is regularly required to talk and hear. The employee is frequently required to stand, walk, sit, lift, use hands to handle or feel, reach with hands and arms, stop, kneel, crouch, or crawl with no restrictions. Ability to wear Personal Protective Equipment (PPE).

Unusual Demands: The employee may occasionally be exposed to wet and/or dry humid conditions, fumes, or airborne particles. The noise level in the work environment is usually moderate.

This classification description is intended to indicate the general kinds of tasks and levels of work difficulty that are required of positions given this title and should not be construed as declaring what the specific duties and responsibilities of any particular position shall be. It is not intended to limit or in any way modify the right of any supervisor to assign, direct and control the work of the employees under her/his supervision. The use of a particular expression or illustration describing duties shall not exclude other duties not mentioned that are of a similar kind or level of difficulty.

Equal Opportunity Employer

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