Clinical Liaison (LPN or PTA)

Role: Clinical Liaison

• Comp: $65,000 - $80,000

• Schedule: Full-time; occasional early mornings or weekends during high-volume periods

• Location: Facility-based (on-site at assigned facility)

Adaptive Home Health is building a higher-acuity, patient-centered, skilled home health model across Texas. Our ultimate mission is to dramatically improve patient access to home health care.

The Clinical Liaison role is the bridge between facilities and our field care team. You combine clinical credibility with relationship-building to accelerate referrals, strengthen partnerships with discharge planners and case managers, and ensure patients transition smoothly from facility to home health services.

Who We Are:

We build technology to better support our field clinicians and operations teams. If you have strong clinical knowledge, enjoy building facility relationships, and want to directly impact patient access to care, this role gives you autonomy, meaningful impact, and a support team built to remove operational friction.

What you will do:

Referral Generation & Conversion

• Serve as the daily on-site presence at the assigned facility, building and maintaining relationships with case managers, discharge planners, and social workers.

• Identify patients appropriate for home health services through proactive engagement with discharge planning teams.

• Conduct bedside visits with patients and families prior to discharge to introduce Adaptive Home Health, explain services, and answer questions.

• Ensure the referral paperwork is complete, accurate, and submitted to the Adaptive intake team in real time — eliminating delays between referral and start of care.

• Communicate directly with the intake team to expedite processing of referrals, resolve insurance verification issues, and remove barriers to timely SOC scheduling.

• Track all pending referrals from the assigned facility and follow up daily until each patient is admitted and scheduled for their first visit.

Relationship Management & Facility Presence

• Maintain a consistent, visible presence at the assigned facility — the expectation is that facility staff know the Clinical Liaison by name and view them as a trusted partner, not a vendor.

• Build trust with case managers and discharge planners by being responsive, clinically knowledgeable, and reliable in follow-through.

• Proactively communicate patient outcomes and status updates back to the referring facility, including confirmation that home health has started, visit schedules, and any clinical concerns.

• Serve as the first point of contact for facility staff who have questions about home health services, eligibility, insurance coverage, or patient progress after discharge.

• Coordinate with the Account Executive on facility-specific strategy, relationship gaps, and opportunities to expand referral volume from the assigned location.

Clinical Support & Patient Communication

• Leverage clinical license and training to speak credibly with facility clinicians about patient conditions, home health service capabilities, and care transition best practices.

• Conduct patient education during bedside visits on what to expect from home health, how scheduling works, and how to prepare their home for clinical visits.

• Communicate with patients and families post-discharge to confirm they have been contacted by Adaptive, are aware of their visit schedule, and feel supported during the transition.

• Identify and elevate clinical concerns or barriers to care (e.g., patient not homebound, complex wound requiring specialized supplies, DME needs) to the appropriate clinical or intake team member.

• Support the Account Executive with clinical knowledge during facility presentations, in-services, and joint meetings with physicians or medical directors.

Administrative & Intake Coordination

• Ensure all required documentation (face-to-face encounter, physician orders, insurance information, demographics, medication lists) is obtained from the facility before or at the time of referral.

• Enter referral information into the EMR/intake system accurately and completely, reducing rework and intake team follow-up.

Why Adaptive

• Operations that back you up: You are supported by an experienced intake, clinical, and operational team so you can focus on facility relationships and referral conversion, not chasing paperwork.

• Clear comp model with upside: Base salary based on your experience and license type, plus performance-based bonuses tied to referrals and admissions — you have direct control over your earning potential.

• Territory ownership: You own the relationship at your assigned facility(s), giving you autonomy to build trust and develop partnership strategies that work.

• Cutting-edge tech built for operations: Our intake and referral tracking tools are designed to streamline documentation and coordination, and our scheduling product (launching soon) will make patient handoffs even smoother.

• Mission-driven work: Every referral you convert is a patient gaining access to high-quality home health care. You are directly expanding access and improving care transitions.

• Growth opportunity: Strong performers in this role can advance into Account Executive, territory leadership, or intake/operations leadership positions as Adaptive scales.

Requirements

Must-haves

• Active, unrestricted Texas license as an LVN/LPN, PTA, or COTA

• Minimum 1 year of clinical experience in home health, hospital, SNF, or rehabilitation setting

• Strong interpersonal and communication skills — comfortable building relationships with case managers, physicians, patients, and families

• Organized and detail-oriented with the ability to manage multiple pending referrals simultaneously

• Proficiency with EMR systems and comfort with basic data entry and referral tracking

• Reliable transportation and ability to travel between facilities if needed

• Professional appearance and demeanor consistent with representing Adaptive in a clinical facility environment

Nice-to-haves

• Prior experience in a clinical liaison, intake coordinator, or business development support role in home health or post-acute care

• Familiarity with Medicare, Medicare Advantage, and commercial insurance eligibility and authorization requirements

• Understanding of home health admission criteria, homebound status requirements, and CMS Conditions of Participation

• Experience with discharge planning workflows in hospital or SNF settings

• Bilingual (English/Spanish) is a plus

Focus Areas

• Facility relationship management

• Referral conversion and intake coordination

• Patient education and care transitions

• Discharge planning collaboration

• Home health eligibility and insurance navigation

Benefits

• 401(k) + 401(k) matching

• Health, dental, vision, and life insurance

• Paid time off

• Performance-based bonus structure

• Professional development opportunities

• Referral program