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Job Description SummaryThe Bard Documentation Specialist’s primary purpose is a point of contact for external territory sales team members for physician account support. The Bard Doc. Specialist is responsible for obtaining the necessary documentation from physicians to substantiate a patient’s need for medical supplies and facilitate submission of their request to their insurance. This role will be responsible for cultivating provider relationships by providing exceptional physician account support resulting in continuous customer referralsJob DescriptionI. POSITION PURPOSE The Bard Documentation Specialist’s primary purpose is a point of contact for external territory sales team members for physician account support. The Bard Doc. Specialist is responsible for obtaining the necessary documentation from physicians to substantiate a patient’s need for medical supplies and facilitate submission of their request to their insurance. This role will be responsible for cultivating provider relationships by providing exceptional physician account support resulting in continuous customer referrals II. PRIMARY DUTIES AND RESPONSIBILITIES 1. Professionally contact physician office staff via phone, fax, and/or e‐mail in order to obtain medical documentation and troubleshoot customer prescription issues 2. Develops and maintains knowledge in Medical Supplies and/or Insurance Guidelines 3. Ability to identify and professionally resolve customer service related issues 4. Works in conjunction with Sales to identify and support customer service related initiatives as defined by company goals and objectives 5. Meets or exceeds daily, weekly, and monthly inbound or outbound call goals in conjunction with productivity measurements as communicated by their direct supervisors 6. Adhere to phone activity/compliance standards to include Medicare guidelines, HIPAA, ACW, and minimum call volumes. 7. Track daily production and submit daily sales logs to direct supervisor 8. Ability to work through the Special Projects, Progress Notes, and/or Service Tickets needs as identified from each account 9. Ability to review patient accounts in Salesforce to ensure all medical documentation is received and any updates to medical documentation are reviewed in support of the patient’s supply needs III. ANCILLARY DUTIES AND RESPONSIBILITIESPage 2 of 3 Form Document Created: 12/6/2011 2:05 PM1. Fosters positive interactions for physician’s office staff with Liberator Medical Supply, Inc. to aid in the facilitation of continued long term working relationships 2. Maintain a positive work atmosphere that embodies Liberator’s philosophy‐ Professional excellence, teamwork and integrity. 3. Performs other duties and tasks as assigned IV. REPORTING RELATIONSHIP RESPONSIBILITIES x No supervisory responsibilities Provides work direction only Provides work direction plus has responsibility for hiring, promotions, transfers, performance management, discipline, and discharge. V. MINIMUM REQUIREMENTS OR QUALIFICATIONS (To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions) a. Education/Experience: High School Diploma or general education degree (GED); one to two years related experience and/or training; or equivalent combination of education and experience. b. Skills: 1. Language: Ability to read, analyze, and interpret medical supply publications, technical procedures, and/or training tools. Ability to write internal and external business correspondence. Ability to effectively present information and respond to questions from management, team members, and/or customers. 2. Math: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply intermediate math skills. 3. Reasoning: Ability to solve practical problems and deal with a variety of variables. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Advanced analytical reasoning to include ability to forecast exponentials within work flow processes and reason against outside factors. 4. Computer: Knowledge of Microsoft Office Applications, Access or other database software. 5. Telecommunications: ability to utilize or knowledge of call center telecommunications software c. Licensure or Certifications required: No certifications required VI. WORK REQUIREMENTS 1. Ability to work some evening shifts, weekends, and overtime as needed VII. PHYSICAL DEMANDS (The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essentialPage 3 of 3 Form Document Created: 12/6/2011 2:05 PMfunctions. )While performing the duties of this job, the employee is frequently required to walk, sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand. The employee must occasionally lift and/or move up to 10 lbs. VIII. WORK ENVIRONMENT (The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ) While performing the duties of this position, the employee performs tasks in a temperature controlled office environment under normal office conditions. The noise level in the work environment is usually moderate. The work environment involves minimal exposure to hazards or physical risks, which require following basic safety precautions. IX. DISCLAIMER The above job description is meant to describe the general nature and level of work being performed; it is not intended to be an exhaustive list of all responsibilities, duties, and skills required for this position. The Company officers, mid‐level, and entry level management staff may assign additional duties and responsibilities as needed. This job description in no way states or implies that these are the only duties to be performed by the employee occupying this position. Employees will be required to follow any other job‐related duties requested by their supervisor in compliance with Federal and State Laws.Primary Work LocationUSA FL - Stuart Airport RoadAdditional LocationsWork ShiftBecton, Dickinson and Company is an Equal Opportunity/Affirmative Action Employer. We do not unlawfully discriminate on the basis of race, color, religion, age, sex, creed, national origin, ancestry, citizenship status, marital or domestic or civil union status, familial status, affectional or sexual orientation, gender identity or expression, genetics, disability, military eligibility or veteran status, or any other protected status.
