• Conduct detailed home health and hospice pre-billing reviews to support Portfolio partners and their agencies. • Identify discrepancies, missing information, and opportunities for documentation improvement. • Utilize information gathered to provide education and facilitate alterations to the HCHB documentation, and process improvements to prevent recurrence. • Direct agencies to use documentation data outcomes for QA improvements. • Ensure documentation accurately reflects the patient’s clinical status and the care provided. • Set up meetings with clinical leaders to provide education, highlight findings, and make documentation recommendations. • Stay current with practices in both home health and hospice fields and suggest educational and resource materials which would be beneficial to the staff. • Recommend new approaches to on-going continued improvements to policies, procedures, and documentation. • Identify trending issues and share them with the team and the clinical leaders. • Stay up to date with all federal, state, and local regulations, as well as organizational policies and procedures to ensure compliance. • Work within and be comfortable with HCHB, PDF-Xchange, Excel, and Smartsheet. • Consistently promote CAPLICO. • Serve as the first point of escalation for documentation review questions. • Provide real-time guidance on documentation standards, interpretation, and expectations. • Reinforce consistency in review methodology across all reviewers. • Hold team alignment meetings to discuss review findings and ensure standardization. • Support onboarding and mentoring of new documentation reviewers. • Identify training gaps and recommend targeted education. • Monitor review quality and provide constructive feedback to promote defensible documentation practices. • Track common documentation deficiencies and trends and share with leadership. • Escalate systemic issues to the Director with recommended solutions. • Assist with workload balance and prioritization when needed. • Monitor turnaround times and flag potential deadline risks. • Reinforce accountability while maintaining a positive and collaborative team culture.