Client Navigator in Penllyn, PA at Prestige Staffing

Date Posted: 4/19/2021

Job Snapshot

  • Employee Type:
  • Location:
    Penllyn, PA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

JobID: 30336

Referral and Outcomes Specialist

Client Navigators review, organize, and manage the process for new product placement and monthly payer re-authorizations and re-certifications for durable medical equipment in the home environment. Specialist work with and supports sales to ensure compliance and timely product deliveries and product transitions. Position engages with patients, caregivers, referral sources and payers on a daily basis.


• Begins Intake processing by reviewing records and documentation from the referral and ensures all information is entered into Brightree correctly.

• Performs insurance verification and enters product order into billing system (Brightree).

• Obtains additional data from the field or referral source as needed.

• Manages and maintains proper and timely notes in Brightree for each order.

• Creates Practitioner Note for each pending order.

• Generates delivery tickets to technicians. Uploads all documents to Brightree and closes out the patients order upon receipt of the signed delivery acknowledgment.

• Works on additional projects as given them by their supervisor/Team Lead.


• Knowledgeable of medical terminology used for medical billing.

• Can perform basic math calculations.

• Ability to maintain patient confidentiality and follow HIPAA requirements, Medicare, and compliance standards, policies and procedures.

• Able to communicate verbally and in written correspondence in clear, concise, complete and respectful manner. Uses proper grammar and punctuation and is free of spelling errors and slang.

• Able to organize work and set priorities to meet deadlines.

• Works cooperatively with others.

• Develops positive and supportive relationships with Therapy Consultants and Field Service personnel.

• Ability to work with minimal supervision and with extensive detail.

• Capable of learning new computer software packages.


• Work experience in customer service, health/medical office setting for minimum one year.

• Experience working with standard computer applications. (i.e., Outlook, Microsoft WORD and EXCEL, etc.).

• Extremely organized and detail oriented.

• Working knowledge of health insurance verification and third party billing business model.

• Desire to learn new skills.


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