Job Description
Purpose: The Clinical Documentation Specialist, part of the Operations team, is responsible for obtaining all clinical and client paperwork needed to complete the sale and secure the funding of a Speech Generating Device. The role requires consistent communication with Speech Language Pathologists, Clients, Care Providers, and Prescribers. The ideal candidate will have experience with collecting and reviewing medical documentation, customer service, HIPAA (Health Insurance Portability and Accountability), and electronic paperwork filing.
Essential Duties & Responsibilities
- Drives forward movement within the post-trial pipeline, proactively removing barriers and ensuring timely progression
- Obtains medical records and prescriptions from Prescribers
- Audits the completed documentation for thorough and accurate information in compliance with medical necessity guidelines to avoid insurance denials that could negatively impact sales output
- Maintains accuracy of client records within CRM (HubSpot) in alignment with internal processes
- Obtains information necessary to ensure a successful sale
- Maintains diligent organization of documents using Adobe and internal software tools
- Accurately and timely documents activities and correspondence using company’s internal software tools
- Collaborates closely with Sales & Operations teams to ensure alignment, smooth handoffs, and issue resolution across the customer journey
- Demonstrates urgency and ownership in supporting the end-to-end sales process, recognizing timely documentation submission and customer satisfaction as key drivers of revenue