Demo

Patient Onboarding Specialist

optimalcare
Jackson, MI Full Time
POSTED ON 3/26/2026
AVAILABLE BEFORE 5/25/2026

Optimal Care is where your dedication meets a rewarding career. 

As a clinician owned and operated company, we create the opportunity and environment for each employee to realize their highest potential while maintaining a personalized focus on our Patients and Families every day. We are the Midwest's premier provider of Physician Services, Home Health, and Hospice Care. Our integrated care delivery model incorporates technology, innovation and best practices. We produce value based outcomes by managing chronic disease process, rehabilitation and end of life care.

We live a simple Mission: Serve Together, Provide Value, and Deliver Exceptional Quality Care. 

What does this mean for you? At Optimal Care, you have our resolute commitment to being an exceptional place to work. Your expertise, passion and commitment to exceptional quality care will continue to thrive. With you we can build a remarkable place to work. 

Exceptional Benefits:

  • Minimum of 3 Weeks Paid Time Off (PTO) 
  • Company Vehicle Program 
  • Mentorship Culture
  • Medical, Dental, and Vision Insurance 
  • 401(k) with Employer Match
  • Mileage Reimbursement 
  • Cutting Edge Technology

 

Why This Role Matters

The Patient Onboarding Specialist is responsible for accurately and efficiently entering and managing all new patient information following the initial demographic intake completed by the intake team. This role ensures that all patient records are complete, accurate, and properly documented within the system.

 

What You’ll Do

  • Accurately enter and maintain comprehensive patient data, including past medical, family, and social history, pharmacy information, durable power of attorney (DPOA) details and documentation, medication lists, and allergy information.
  • Proactively identify and obtain any missing documentation, including outstanding consents and required new patient paperwork, to ensure a complete and compliant onboarding process.
  • Receive, review, and convert patient and physician referrals in accordance with agency policies
  • Accurately enter, track, and maintain referral and patient data in company systems
  • Serve as a key point of communication between patients, referral sources, clinical teams, sales, and leadership
  • Answer inquiries about agency services and provide appropriate community resource referrals
  • Coordinate referrals with supervisors and schedulers to support timely patient evaluations
  • Maintain organized systems to ensure continuity and quality of patient care
  • Provide excellent internal and external customer service, including greeting visitors professionally
  • Prepare referral tracking and trending reports as needed
  • Credential new physicians and facilities following established procedures
  • Identify workflow gaps and recommend improvements to enhance efficiency
  • Ensure compliance with all federal, state, and local regulations

 

Required Qualifications

  • High school diploma or GED
  • Interpersonal skills and ability to communicate professionally and effectively
  • Knowledge of medical terminology
  • Strong verbal and written communication skills
  • Ability to operate computer and office equipment
  • Proficiency in Microsoft Office Suite and data entry skills
  • Responds to suggestion constructively
  • Skilled in conflict resolution
  • Proven interpersonal, coordination, and leadership skills
  • Reliable transportation with valid automobile insurance

 

Preferred Qualifications

  • Associate's degree preferred
  • Minimum 1 year of experience in a healthcare setting preferred
  • Knowledge of Medicare, Medicaid, and third-party payor guidelines preferred

 

Location 

  • Office Location:  Jackson, MI

 

Schedule

  • Monday-Friday, 8:00 AM – 5:00 PM (on- site)
  • Remote weekend rotation with one day off before and after the rotation

 

Pay Range

$19 - $22 USD

Background Screening
Optimal Care conducts a background screening upon acceptance of a contingent job offer. Background screening is completed by a third-party administrator, the Michigan Long-Term Care Partnership, and is performed in compliance with the Fair Credit Report Act.
 
Reasonable Accommodations
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
 
Equal Opportunity Employer
Optimal Care is an equal-opportunity employer.
 

Salary : $19

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