Sales Support Specialist
Well Care Health
Sales Support SpecialistThe Sales Support Specialist provides standardized regional portal coverage and referral-management support for assigned branches. The position monitors incoming referrals; applies established clinical, capacity, payer, service-area, and operational criteria; retrieves and validates Start of Care (SOC) and Resumption of Care (ROC) referral packets; coordinates timely referral handoffs; and tracks missing documentation, escalations, and outstanding requirements through completion. The position works closely with Account Executives, Clinical Intake, Clinical Managers, and branch leadership to support timely referral decisions, accurate documentation, continuity of care, and consistent performance across assigned branches and regions. Performs other appropriate duties as assigned.Primary Job Duties1. Monitors assigned referral portals and promptly reviews incoming referrals for the designated branch or region.2. Applies standardized clinical, capacity, payer, service area, and operational criteria to accept, decline, or escalate referrals within 15 minutes of receipt.3. Retrieves, reviews, and validates SOC and ROC referral packets, including required demographic, insurance, physician, order, and face-to-face documentation.4. Completes referral handoffs through the Mosai platform and designated Portal Branch Teams channels according to established procedures.5. Tracks referral disposition, missing documentation, escalations, and outstanding requirements through completion.6. Supports Home Health and Hospice referral coordination, including identification of potential non-billable Home Health discharges associated with Home Health-to-Hospice admissions.7. Maintains performance standards, customer service, confidentiality, and compliance with Well Care policies and HIPAA requirements.Job Specifications1. Education: High School Diploma or equivalent. Secondary education preferred.2. Licensure / Certification: Not required.3. Experience: At least two years of computer experience, preferably in healthcare. Prior experience in customer service, physician relations, referral intake, portal management, or medical insurance verification preferred.4. Essential Technical Skills: Must be able to write, use the telephone, read, and speak clearly. Computer literate with demonstrated experience using Microsoft Office, Microsoft Teams, electronic medical records, referral portals, and related healthcare technology.5. Interpersonal Skills: Must possess excellent communication and customer-service skills. Ability to develop and maintain effective working relationships with referral sources, physicians, Sales, Clinical Intake, Clinical Managers, branch leaders, patients, and other team members. Effective listening and problem-solving skills.6. Essential Physical Requirements: Ability to sit or stand for extended periods of time; stoop, bend, and operate standard office equipment.7. Essential Mental Requirements: Ability to work effectively in a fast-paced environment, make timely decisions using standardized criteria, organize and prioritize competing assignments, maintain attention to detail, and respond appropriately in stressful situations.8. Essential Sensory Requirements: Visual acuity, touch, hearing, and speaking.9. Other - Hours of Work: Schedule and hours are based on assigned regional coverage and may include weekdays, weekends, holidays, or PRN coverage. Flexible hours may be required to accommodate referral volume and operational needs.
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