PSC, Patient Document Coordinator

Who We Are

At Panorama Eyecare, we are not just a team; we are a community of dedicated professionals united in our quest to provide the best eyecare anywhere. Our unflinching commitment to excellence and our core values are what make us an Employer of Choice. Join us in shaping the future of eyecare as we thrive together!

The Position

The Patient Document Coordinator is a remote role responsible for managing and triaging all patient-related documentation and record needs. This position serves as a key point of contact for patients and internal teams regarding referrals, labs, imaging, outside medical records, prescription-related documentation, insurance-related documentation, and required forms. The coordinator ensures timely follow-up, accurate documentation, and appropriate routing to clinical or administrative teams to support high-quality patient care and operational efficiency.

Responsibilities

Document & Records Triage

• Serve as a primary contact for incoming calls related to patient documents, records, and paperwork.
• Triage and manage lab results, imaging (MRI, CT, OCT, etc.), and outside testing or physician notes.
• Identify missing, incomplete, or outdated documentation and follow up with patients, referring offices, or external facilities as needed.
• Following up on external referrals and patients appointments.

Patient Communication & Follow-Up

• Proactively contact patients regarding missing records, labs, imaging, or documentation required for care.
• Answer patient questions related to document status, next steps, and timelines.
• Provide clear guidance to patients on how to submit required documentation.

Forms & Administrative Documentation

• FMLA and disability paperwork
• Workers’ compensation cases
• Insurance verification or missing insurance information
• Employer, legal, or third-party medical forms
• Track form deadlines and ensure timely completion and follow-up.
• Communicate status updates to patients and internal teams.

Coordination & Collaboration

• Work closely with clinical teams, PSCs, scheduling, prior authorization, and billing teams to ensure documentation supports patient care and scheduling.
• Coordinate with external providers, imaging centers, labs, employers, and insurance companies as needed.
• Serve as an escalation point for complex or unresolved document-related issues.

Quality, Compliance & Organization

• Maintain accurate, timely documentation in the EMR and document management systems.
• Ensure compliance with HIPAA and organizational policies related to patient records.
• Follow established workflows while identifying opportunities to improve document handling and turnaround times.
• Monitor task queues and ensure follow-through on open items.
• Other duties as assigned.

Requirements

Who You Are

• Experience in healthcare administration, medical records, patient services, or care coordination.
• Strong understanding of medical documentation, referrals, and healthcare workflows.
• Excellent communication skills and ability to explain processes clearly to patients.
• Strong organizational skills with attention to detail.
• Ability to manage multiple tasks and deadlines in a remote environment.

Performance/Skills Requirements

• Experience working with EMR systems.
• Familiarity with insurance processes, prior authorizations, and workers’ compensation.
• Experience handling prescription refill workflows.
• Prior experience in a remote or centralized healthcare role.

Additional Job Details

• Fully remote position if you reside in one of the following states: CO, FL, KS, MA, MI, MO, NM, OR, PA, SC, VA, WY, TX or NC.
• Compensation for this role will be $18-$24 an hour based on experience.
• Requires reliable internet access and a secure, private workspace.
• May require handling high call volumes and time-sensitive documentation.

Our Growth Opportunities

At Panorama Eyecare, we care about our employee’s ability to grow within the company. Therefore, we have created career growth plans that allow employees the ability to work toward their professional growth. We encourage all employees to apply for internal openings they may be qualified for, and we welcome the opportunity to interview and coach employees on how to grow.

Our Employee Perks

• PTO Accruals Start at 3 Weeks
• Comprehensive Medical and Dental Insurance
• Company Paid Optical Allowance
• Company Paid Routine Eye Care
• Short Term and Long-Term Disability Insurances
• Educational Allowance
• Generous Paid Holiday Program
• 401K With Company Match

Join Our Team!

Embark on a rewarding journey with Panorama Eyecare and become part of a team that embodies the values of Partnership, Engagement, Excellence, and Stewardship. As an Eyecare Professional, you will not only provide exceptional patient care, but also shape the future of our practices. Together, we are transforming the eyecare landscape. Apply now and let your passion for excellence and patient well-being shine!

EEOC

Panorama Eyecare is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any characteristic protected by law.