Responsible for: the efficient and effective facilitation of referrals to the post-acute homecare/hospice agency 
once identified in the acute care setting; the provision of education to acute care staff, including physicians, 
regarding services available from homecare/hospice; and may also be involved in business development 
activities as they relate to business expansion or new program development.

Minimum Qualifications
• Bachelor’s degree or equivalent level of experience required.
• Graduate of an approved clinical education program and current clinical license in the state of employment
preferred.
• Must have a minimum of two (2) years' experience in an acute care setting, customer service, 
sales/marketing role or relevant experience.
• Must have current Driver’s license and reliable transportation to and from work site. 
• Ability to consistently demonstrate a commitment to the mission and Organizational Code of Ethics and 
adhere to the Compliance Program.
• Well-developed oral and written communication skills.

Essential Functions 
• Maintains a working knowledge of applicable Federal, State, and local laws and regulations, coverage 
requirements, the Organizational Integrity Program, Code of Ethics, as well as agency policies and 
procedures and adheres in a manner that reflects honest, ethical, and professional behavior.
• Maintains daily contact with case managers/discharge planners and units to offer assistance and assure 
that patients referred for services are followed up on in a timely and efficient manner.
• Interacts with healthcare team members to answer any questions related to homecare/hospice and 
community-based services as they plan for patient discharges from the acute care setting.
* The Fair Labor Standards Act ("FLSA") classification noted on this job description might vary depending on your state's wage and hour 
laws

• Coordinates care for clients going home from the hospital who have chosen the agency’s services.
• Reviews and gathers information from the hospital medical record, copying portions for transmission as 
needed.
• Documents initial assessment of homecare needs and potential plan for services in compliance with agency 
policy.
• Arranges service in accordance with the established admission criteria, client care needs and client 
preference.
• Obtains physician orders for initiation of homecare/hospice services in accordance with agency 
policy/procedure and third-party regulations.
• Utilizes interview, observation, and evaluation in assessing clients and applies clinical judgment, consistent 
with practice standards, in determining appropriate home care services and making recommendations to the 
physician and client.
• Interacts with healthcare team members, clients, and their families to answer additional questions regarding 
homecare/hospice services being requested. Provides client and family with written and/or verbal 
information as appropriate.
• Makes appropriate referrals for evaluation/care to other services as needed, and coordinates care with 
others to ensure effective and efficient care is provided.
• Sends client information to intake at agency, either electronically or manually.
• Notifies hospitals of readmission and provides current information regarding client/family status.
• Actively participates in branch quality assessment and improvement activities. Utilizes the principles and 
tools of Continuous Quality Improvement as an integral part of daily activities and team interactions.
• Assists in the identification, development, and implementation of new programs/initiatives in order to meet 
client needs. Assists in further business development activities as assigned by the ED or Sales Manager
• Accurately documents observation/assessment and interventions, pertaining to client continuing care 
management in accordance with agency policy and procedure utilizing the point of care information system 
as appropriate.
• Takes appropriate steps to assure timely submission of client data to the office for follow up (by timely 
electronic transmission of data, or when appropriate by fax or mail).
• Initiates insurance verification process and either verifies homecare benefits or gives information to agency 
intake coordinator. Relays insurance coverage information to client and explains financial responsibility.
• Responsible for confidentiality of client and company information.
• Meets established monthly or quarterly sales targets as set by the organization
• Develops and maintains positive working relationships with hospital discharge planning, clinical and medical 
staff offering home care information and assistance as appropriate.
• Maintains communication regarding the client’s care/needs with the physician, intake/Team Leader and 
family, as appropriate.
• Develops and maintains effective ongoing communication processes for optimal distribution of information 
between units, among physicians, and other health team members across departments and within the acute 
care system.
• Initiates and participates in case conferences when indicated with members of the health care team.
• Visits physicians and other healthcare providers to inform them of agency services and develop referral 
relationships.
• Mentoring and role modeling and consulting with clinical supervisor, and other clinical experts for guidance
• Keeps current in area of expertise and assures that standards and practices within the agency reflect best 
practice within area of expertise
• Acts independently and responsibly to perform duties on a consistent basis and in a timely manner.
• Demonstrates furthering professional growth through sharing knowledge with others (e.g. presenting at 
agency and/or community in-services, acting as preceptor to others).
• Identifies with and demonstrates a commitment to the mission and values of Trinity Health.
• Ensures that services are provided in a manner that supports continuous quality improvement, customeroriented focus and quality client care outcomes.
• Ensures that services are provided in a manner that supports a quality work environment for employees, as 
measured by participation in an employee satisfaction survey process.
* The Fair Labor Standards Act ("FLSA") classification noted on this job description might vary depending on your state's wage and hour 
laws

• Maintains positive interpersonal relationships with clients/families, other professionals, co-workers, and the 
public. Demonstrates exemplary customer service skills. 
• Considers individual differences, needs, and abilities of clients, families, and co-workers.
Mental and Physical Requirements: 
• Frequently lift, stands, and walks (35% of time)
• Occasionally bend, stoop, and twist (10% of time).
• Occasionally position and lift patients (10% of time). 
• Ability to perform continuously detailed tasks with frequent interruptions and work reprioritizations (90% of 
time).
• Must be able to adapt to frequently changing work parameters
• Must be able to travel to various TH/THHS worksites or various work locations as required
Environment of Care
Maintains safe working environment for self, other employees, patients, visitors, and medical staff in accordance 
with applicable standards and procedures relevant to the position’s job duties.
Organizational Code of Ethics
Each employee must know and adhere to the Organizational Code of Ethics and Compliance Program. These 
programs must be integrated and demonstrated in the various elements of the employee’s day-to-day role, 
decision-making, behaviors, and attitudes in accordance with stated standards

Our Commitment to Diversity and Inclusion
 

Trinity Health is one of the largest not-for-profit, Catholic healthcare systems in the nation. Built on the foundation of our Mission and Core Values, we integrate diversity, equity, and inclusion in all that we do. Our colleagues have different lived experiences, customs, abilities, and talents. Together, we become our best selves. A diverse and inclusive workforce provides the most accessible and equitable care for those we serve. Trinity Health is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by law.