Key Responsibilities:
- Serve as the primary liaison between patients, caregivers, clinical staff, and internal departments, ensuring clear and timely communication throughout the care continuum.
- Conduct home visits to build and strengthen patient relationships, initiate homecare services, and gather necessary compliance documentation.
- Attend and advocate for patients at physician appointments, providing program information and ensuring appropriate home care and DME arrangements.
- Manage a caseload of 50+ patients, collaborating with patients, families, and healthcare providers to oversee medical documentation and renewals.
- Ensure patients have the proper durable medical equipment (DME) and provide training to patients, home health aides, and nurses.
- Conduct weekly, biweekly, and monthly phone check-ins with nurses and home health aides to coordinate patient care.
- Collaborate with a care team of two peers and a lead under the supervision of the Care Team Director.
- Update and upload documentation in Salesforce and Igea/Axxess EMR within 24 hours of home visits, ensuring full compliance.
- Assist in the preparation and processing of patient assessments and care plans.
- Assist with contractor onboarding through the HR system and ensure compliance documents are completed prior to start date.
- Work and train with onsite nurses for charting and incident reporting; document incident reports as needed.
- Pull and review data, reports, and performance metrics to support team goals and quality standards.
- Provide exceptional customer service and build genuine, compassionate relationships with patients.
- Step in for other care team roles as necessary; manage night/weekend on-call based on patient needs.
- Meet and exceed established performance metrics.
Required Qualifications:
- 2–5 years of customer service and/or case management experience, preferably in a healthcare or home health setting.
- High school diploma or equivalent.
- Valid New Mexico driver's license, current auto insurance, and dependable personal vehicle for patient visits.
- Ability to travel 3–4 days per week (up to 1,500 miles/month).
- Computer literacy — comfortable using tablets and laptops as primary daily tools.
- Proficient in MS Office Suite (Outlook, Word, Excel, PowerPoint), including basic spreadsheet and report analysis.
- Strong written and verbal communication, interpersonal, and presentation skills.
- Excellent organizational and time management skills with the ability to manage a high-volume caseload.
- Proven ability to work independently and efficiently with minimal supervision.
- Understanding of HIPAA regulations and commitment to maintaining patient confidentiality.
- Flexible availability outside of normal business hours as patient needs require.
- Must successfully complete a mandatory background check through the New Mexico Department of Health.
Preferred:
- Associate's degree or higher in health administration, social work, or a related field.
- Experience with Salesforce CRM or similar platform.
- Familiarity with Igea/Axxess EMR system (training provided).
- Background in case management, social work, or home health coordination.
- Medical terminology knowledge.
- Experience pulling and interpreting operational reports and performance data.
Core Competencies:
- Patient-centered mindset with a compassionate, relationship-driven approach.
- Strong advocacy skills — comfortable representing patients in clinical and administrative settings.
- High emotional and social intelligence.
- Energetic, outgoing, and adaptable in a fast-paced, ever-changing environment. Strategic thinking and sound judgment in ambiguous situations.
- Active collaboration within a multidisciplinary care team.
- Strong reading, writing, and documentation skills.
Benefits & Perks:
- Competitive hourly rate: $24 – $28/hour based on experience.
- Paid Time Off with additional hours accrued annually based on tenure.
- Sick Leave and Bereavement Leave.
- 9½ Paid Holidays + Floating Holidays + Your Birthday off.
- Overtime pay at time and a half.
- Comprehensive benefits package (Medical, Dental, Vision, Life Insurance) effective after first full month — company covers 100% of dental, vision, and term life.
- 401(k) Plan with company match.
- $150 annual Lifestyle Reimbursement (gym/fitness, Costco/Sam's Club, Amazon Prime, and more).
- Modern Health mental wellness platform for you and your dependents.
- Competitive mileage reimbursement (federal reimbursement rates)
- Tuition Reimbursement Program.
- $100 monthly cell phone reimbursement (after 1 month of employment).
- Employee Assistance Program and Employee Appreciation Program.