Clinical Liaison

The Clinical Liaison role is the bridge between facilities and our field care team. You combine clinical credibility with relationship-building to accelerate referrals, strengthen partnerships with discharge planners and case managers, and ensure patients transition smoothly from facility to home health services.

• Serve as the daily on-site presence at the assigned facility, building and maintaining relationships with case managers, discharge planners, and social workers.

• Identify patients appropriate for home health services through proactive engagement with discharge planning teams.

• Conduct bedside visits with patients and families prior to discharge to introduce Adaptive Home Health, explain services, and answer questions.

• Ensure the referral paperwork is complete, accurate, and submitted to the Adaptive intake team in real time — eliminating delays between referral and start of care.

• Communicate directly with the intake team to expedite processing of referrals, resolve insurance verification issues, and remove barriers to timely SOC scheduling.

• Track all pending referrals from the assigned facility and follow up daily until each patient is admitted and scheduled for their first visit.

• Maintain a consistent, visible presence at the assigned facility — the expectation is that facility staff know the Clinical Liaison by name and view them as a trusted partner, not a vendor.

• Build trust with case managers and discharge planners by being responsive, clinically knowledgeable, and reliable in follow-through.

• Proactively communicate patient outcomes and status updates back to the referring facility, including confirmation that home health has started, visit schedules, and any clinical concerns.

• Serve as the first point of contact for facility staff who have questions about home health services, eligibility, insurance coverage, or patient progress after discharge.

• Coordinate with the Account Executive on facility-specific strategy, relationship gaps, and opportunities to expand referral volume from the assigned location.

• Leverage clinical license and training to speak credibly with facility clinicians about patient conditions, home health service capabilities, and care transition best practices.

• Conduct patient education during bedside visits on what to expect from home health, how scheduling works, and how to prepare their home for clinical visits.

• Communicate with patients and families post-discharge to confirm they have been contacted by Adaptive, are aware of their visit schedule, and feel supported during the transition.

• Identify and escalate clinical concerns or barriers to care (e.g., patient not homebound, complex wound requiring specialized supplies, DME needs) to the appropriate clinical or intake team member.

• Support the Account Executive with clinical knowledge during facility presentations, in-services, and joint meetings with physicians or medical directors.

• Ensure all required documentation (face-to-face encounter, physician orders, insurance information, demographics, medication lists) is obtained from the facility before or at the time of referral.

• Enter referral information into the EMR/intake system accurately and completely, reducing rework and intake team follow-up.

• Facility relationship management

• Referral conversion and intake coordination

• Patient education and care transitions

• Discharge planning collaboration

• Home health eligibility and insurance navigation

Must-haves- Active, unrestricted Texas license as an LVN/LPN, PTA, or COTA -

• Prior experience in a clinical liaison, intake coordinator, or business development support role in home health or post-acute care
• Familiarity with Medicare, Medicare Advantage, and commercial insurance eligibility and authorization requirements
• Understanding of home health admission criteria, homebound status requirements, and CMS Conditions of Participation
• Experience with discharge planning workflows in hospital or SNF settings
• Bilingual (English/Spanish) is a plus