Clinical Relations Advocate

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The Clinical Relations Advocate plays a key role in driving growth, strengthening referral pathways, and supporting smooth, clinically appropriate transitions into home health and hospice services. This role leverages clinical expertise to build trusted relationships, deliver meaningful education, and guide patients and families through care decisions. The Advocate partners closely with clinical leaders and the intake team to ensure timely assessments, high-quality admissions, and an exceptional experience for patients, families, and referral partners across the service area.

MINIMUM QUALIFICATIONS :

EDUCATION, CERTIFICATION, AND/OR LICENSURE:

1. Must possess one of the following current licenses issued by the state board where services will be provided:

Current Registered Nurse license issued by the state in which services will be provided or current multi-state Registered Nurse license through the enhanced Nurse Licensure Compact (eNLC).

Licensed Physical Therapist issued by the state in which services will be provided or Physical Therapist compact license.

Licensed Occupational Therapist issued by the state in which services will be provided or Occupational Therapist compact license.

EXPERIENCE

1. Two (2) years clinical experience in home health, hospice, palliative care, care transitions, rehabilitation, or hospital-based case management.

PREFERRED QUALIFICATIONS:

EDUCATION, CERTIFICATION, AND/OR LICENSURE:

1. Bachelor of Science in a related healthcare discipline.

2. CHPN, CCM, or related certification.

EXPERIENCE:

1. Five (5) years of experience in hospice or home health.

CORE DUTIES AND RESPONSIBILITIES: The statements described here are intended to describe the general nature of work being performed by people assigned to this position. They are not intended to be constructed as an all-inclusive list of all responsibilities and duties. Other duties may be assigned.

1. Strengthen and grow referral volume and admissions across the assigned territory by building purposeful, strategic relationships with hospitals, SNFs, primary care practices, specialty groups, palliative care teams, and community organizations.

2. Serve as a trusted partner to physicians, nurses, social workers, discharge planners, and care coordinators by providing clear education on hospice and home health services, eligibility basics, benefits, and referral pathways.

3. Meet with patients and families in person or virtually explain services, answer questions, support decision-making, and connect them to the clinical intake team for timely screening.

4. Respond proactively to inquiries from referral partners, providers, patients, and families. Coordinate closely with the intake team and clinical leadership to ensure accurate and timely communication.

5. Document and track all outreach activity, patient interactions, partner communications, and referral outcomes using CRM or EMR systems. Monitor trends and maintain accurate, detailed records.

6. Plan and deliver educational programs such as in-services, lunch-and-learns, and presentations for clinical and community audiences.

• 7. Regularly review performance metrics with leadership and use data to identify opportunities, refine outreach strategies, and support focused territory growth plans.
• 8. Promote compliant, high-quality admissions by ensuring appropriate information sharing and escalating clinical or regulatory concerns to licensed clinicians when needed.

9. Participate actively in team meetings, continuing education, QAPI activities, community events, and agency initiatives to stay aligned with organizational priorities.

10. Represent the organization with professionalism, compassion, integrity, and a strong commitment to exceptional service while driving growth and strengthening our presence across the region.

11. Uses data analytics, referral trends, and competitive insights to inform decision-making, adjust territory plans, and support strategic business development goals for the service line.

12. Collaborates with leadership to develop and execute territory growth strategies aligned with organizational priorities, quality goals, and market needs.

13. Manages the strategic development of the assigned territory, including ownership of outreach planning, partner engagement strategies, and business development activities.

14. Serves as a key resource to leaders and interdisciplinary teams by providing insight into referral patterns, partner needs, barriers, and market dynamics.

15. Exercises independent judgment in prioritizing outreach activities, managing partner relationships, and adjusting strategies based on real-time trends and opportunities.

16. Identifies and resolves barriers with referral partners and exercises discretion in determining appropriate next steps, escalating complex issues to leadership as needed.

17. Serves as the primary point of contact for all relationship development within the assigned territory and is empowered to make decisions that support growth, service excellence, and access to care.

18. Contributes to service line planning by sharing territory insights, emerging trends, and recommendations for strengthening referral pathways and community partnerships.

19. Clinical team members will take verbal orders, which allows the response to be more efficient in hospital and SNF settings. Because of this, we are more inclined to place a licensed clinician in environments where real-time clinical decision making, verbal orders, and rapid coordination are needed to support smoother transitions and faster admissions.

20. Review clinical documentation (diagnoses, functional status, labs, recent hospitalizations, therapy notes, symptom burden, etc.) to assist with determining eligibility for hospice or home health services.

21. Conduct clinical pre-screens to identify urgent needs, risk factors, safety concerns in the home setting, and barriers to care.

22. Provide clinical education to referral partners on symptom management, disease progression, levels of care, and criteria for hospice, home health, or palliative services.

23. Support the intake team in interpreting clinical notes and determining the urgency of first visits.

24. Assist in identifying patients who may benefit from higher levels of intervention, advanced care planning, or additional supportive services.

PHYSICAL REQUIREMENTS: 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 essential functions.

WORKING 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.

SKILLS AND ABILITIES:

1. Excellent communication and relationship-building skills.

2. Ability to work independently, manage priorities, and navigate across multiple sites.

3. Compassionate approach to supporting patients and families through care decisions.

4. Confidence presenting to groups and conducting education sessions.

5. Ability to interpret data, understand trends, and adjust outreach efforts accordingly.

6. Strong organizational skills and attention to detail.

7. Proficiency with EMR, CRM, or referral-management systems.

8. Professionalism, confidentiality, and commitment to high-quality care.

Additional Job Description:

Scheduled Weekly Hours:

40

Shift:

Exempt/Non-Exempt:

United States of America (Exempt)

Company:

WMCH Weirto