CLINICAL LIAISON JOB DESCRIPTION

A Clinical Liaison connects licensed clinical expertise to the referral relationships that keep home health and hospice census targets funded. The role owns a defined territory of physicians, case managers, discharge planners, and community organizations, converting those relationships into patient referrals and coordinating each transition from facility to home-based service. Territory performance is measured against monthly admission goals and payer mix standards. Few positions in home health require fluency in both state-regulated clinical licensing requirements and structured marketing account management at the same time.

As the Clinical Liaison, you own referral development and patient care transition coordination across an assigned territory of hospitals, physician offices, and community partners, converting relationships into admissions while maintaining payer mix goals. The role reports to a Director of Marketing or General Manager and collaborates daily with Account Executives, discharge planners, and clinical staff to ensure each patient moves smoothly from facility to home-based care.

Career Impact: Building a verified track record in territory-based referral development while holding an active RN, LPN, or RD license positions you for senior account executive or Director of Marketing roles within home health organizations.

Business Impact: Referral volume and payer mix targets directly determine whether a home health agency meets its monthly census goals, and the Clinical Liaison is the person responsible for both numbers.

Growth Opportunity: Experience managing physician relations, marketing budgets, and care transition documentation expands your market value across home infusion, hospice, and specialty pharmacy settings - all of which recruit from this role.

• Develop and maintain relationships with referring physicians, case managers, and discharge planners to grow inbound referral volume across an assigned territory.
• Coordinate patient care transitions from facility to home-based service, ensuring documentation, insurance eligibility, and authorization requirements are completed accurately.
• Conduct patient and caregiver education sessions at facility or physician office sites to prepare families for home service expectations.
• Execute the annual marketing plan within the assigned territory, tracking monthly referral counts and identifying new account opportunities.
• Liaise between clinical staff, insurance providers, and referral sources to resolve coverage issues and communicate prescription or financial needs in a timely manner.
• Partner with Account Executives and General Managers to align referral activity with census goals and submit weekly activity reports.
• Distribute service materials and ensure all referral sources maintain current forms, program information, and appropriate contact points.

• Bachelor's degree in nursing, dietetics, or a related health sciences field, or equivalent work experience.
• 2 or more years of clinical liaison, home care, or healthcare marketing experience, with demonstrated success managing a referral territory.
• Active licensure as an RN, LPN, or Registered Dietitian in the state of practice, maintained in good standing.
• Knowledge of state homecare regulations, insurance authorization processes, and medical eligibility requirements.
• Ability to conduct professional presentations to physicians, clinical staff, and community organizations across varied settings.
• Strong organizational skills with the ability to manage documentation, activity tracking, and multiple account relationships concurrently.
• Valid driver's license with reliable transportation and automobile insurance meeting agency requirements.

• Prior experience in hospice, palliative care, or home infusion service lines, demonstrating familiarity with high-acuity patient populations.
• Previous involvement in community outreach programs such as health fairs, senior living education events, or professional association activities.
• Experience developing or administering a structured marketing plan, including budget oversight and corrective action reporting.
• Comfort working across hospital, physician office, and community organization settings within a single territory.

• Monthly referral volume by territory, reflecting growth against prior-period and budget targets.
• Quality payer mix percentage, measuring the proportion of admissions meeting agency reimbursement standards.
• New account conversion rate, tracking how frequently prospective referral sources generate first admissions.
• Accuracy and timeliness of care transition documentation, measured by authorization turnaround and missing-paperwork incidents.
• Weekly activity report completion rate, reflecting consistency of account management and pipeline visibility.
• Typical tools: CRM platforms (commonly Salesforce or similar); documentation and activity tracking software (commonly agency-specific EMR or home health platforms).

• Base Salary Range: $55,000 to $75,000 annually, depending on licensure and territory size.
• Bonus: Performance-based incentive tied to monthly referral volume and payer mix goals.
• Equity: Not typically offered at this level in home health settings.
• Health Benefits: Medical, dental, and vision coverage standard across most home health employers.
• PTO: 15 to 20 days annually, plus standard public holidays.
• Common Perks: Mileage reimbursement or car allowance, continuing education support, licensure renewal assistance.

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Consistent with applicable federal, state, and local law, all qualified applicants will be considered for employment without regard to race, color, religion, sex, national origin, disability, veteran status, age, genetic information, or any other protected characteristic. Because this role may involve patient contact and access to protected health information, employment is contingent on satisfactory completion of a background check and, where required, a drug screening. Reasonable accommodations are available to qualified individuals with disabilities throughout the hiring process. Candidates must be authorized to work in the United States.

The Clinical Liaison owns business development and referral relationships across professional and public sectors, performing research to develop leads, deploying proactive selling strategies, and converting prospective accounts into long-term partnerships. Reporting to senior leadership and working across every department alongside clinicians and community contacts, this role delivers revenue growth by signing new accounts and sustaining program engagement.

Key Responsibilities

• Perform research to develop leads and deploy proactive selling strategies.
• Respond to inbound leads and manage portfolio of prospective accounts to meet individual and team revenue goals.
• Sign up new accounts to achieve revenue targets.
• Present the company with distinction by utilizing creativity and staying up to date with current presentation styles.
• Present company information eloquently and efficiently to various settings including one-to-one meetings, small conferences, and large conferences.
• Create an annual marketing plan that identifies annual and quarterly goals achieved by clear objectives and tactics.
• Build relationships quickly with any person encountered to allow for easier communication.
• Attend appropriate conferences as the company representative with proper approval.
• Maintain documentation and activity tracking via designated software.
• Adhere to all necessary laws and regulations governing facility operations.

Required Qualifications

• Experience and education in chemical and alcohol dependency and abuse.
• Ability to quickly assess posed situations and act professionally on behalf of the company while protecting it.
• Ability to support and work cohesively and professionally with counterparts and other departments.
• Highly organized and efficient in managing daily client and staff demands and associated tasks.
• Openness to different and new ways of doing things and willingness to modify preferred approaches.
• Ability to obtain business from professionals in a manner sensitive to the nature of the industry while distinguishing the program as the best provider.
• Comfortable holding individual meetings to establish rapport with clinicians or other programs and maintaining those relationships.
• Ability to communicate and work effectively with people of various backgrounds.
• Basic to proficient knowledge in Microsoft Office, DocuSign, and Salesforce.
• Commitment to the philosophy of recovery, continuity of the program, and respect for clients.
• Strong problem-solving, communication, and rapport-building skills.
• Reliable attendance, punctuality, and dependability.

Embedded within the clinical and administrative departments, the Clinical Liaison leads the integration of patient care and clinical coordination by serving as the bridge between medical staff, outpatient pharmacies, insurance providers, and patients to improve communication and continuity of care. Working closely with pharmacists, clinical support staff, and external contacts including third-party payers and referring providers, this role delivers seamless program monitoring and educational coordination across clinic operations.

Core Functions

• Work with both clinical and administrative departments to create a collaborative and professional relationship.
• Serve as the liaison between medical staff, outpatient pharmacies, insurance providers, and patients to improve communication and continuity of care.
• Communicate current and relevant prescription, insurance, and financial needs to appropriate pharmacists, providers, clinical support staff, and patients.
• Coordinate and support educational activities as requested.
• Interact with clinic employees including pharmacists, clinical staff, fiscal personnel, department managers, access services staff, coding staff, and billing assistants.
• Interact with external contacts including third-party payers, manufacturers, prescription benefit management companies, external pharmacy personnel, and referring providers and their support staff.

Qualifications & Experience

• High school diploma or GED required, with some college preferred.
• Certified CPhT or ExCPT preferred.
• Licensed pharmacy technician or pharmacy technician trainee in the state of AZ required.
• Must attain CPhT certification through PTCB or ExCPT and pharmacy technician license through the state board of pharmacy within 3 years.
• Minimum of two years of pharmacy support or healthcare environment experience preferred.
• Demonstrated working knowledge and proficiency in principles, procedures, and best practices related to this position.
• Proficient level of software proficiency using PC software to support activities.
• Proficient level of operating general office equipment including telephone systems, fax, and copiers.
• Ability to work with confidential material and maintain confidentiality with sensitivity to employee needs and data.
• Excellent written and verbal communication skills with proficient interpersonal skills.
• Ability to prioritize and handle multiple tasks and projects concurrently with proficient attention to detail.
• Work tasks are performed indoors in a moderate and controlled temperature environment.
• Must be able to sit for extended periods of time.
• Requires grasping, writing, standing, sitting, walking, repetitive motions, listening, hearing ability, and visual acuity.
• Must maintain a neat, clean, and well-groomed appearance appropriate for a professional environment.

Reporting to the regional sales leadership, the Clinical Liaison delivers high-acuity care transition support as a licensed RN, LPN, or RD embedded on the Sales team, meeting daily with case managers at assigned hospitals and coordinating documentation, patient education, and home feeding regimen management. Partnering with discharge planners, Patient Care teams, physicians, and dietitians, this role ensures positive outcomes for clients and families moving from facility to home-based care.

Primary Duties

• Meet with case managers on a daily basis at assigned hospitals.
• Check on status of new and existing patients and provide instructions on pumps.
• Ensure patient and caregiver knows what to expect while on service.
• Complete documentation for new patient referrals.
• Work with Patient Care team to ensure all appropriate paperwork is in place to set up a patient on service.
• Respond to patient questions and concerns and assess patient needs, status, and tolerance issues.
• Troubleshoot and make recommendations as indicated or requested.
• Interface with physicians, dietitians, and case managers to clarify and manage patients' home feeding regimen.
• Respond and follow up with Revenue and Patient Care requests including insurance issues, medical eligibility, and clinical information for authorizations.
• Assist with special projects such as formula pricing, coding, reimbursement issues, and formula volume calculation info sheets.

Skills & Qualifications

• Associate or Bachelor degree in nursing from a state-accredited program.
• Current RN, LPN, or RD license in the state or states where work will be performed.
• Recent home care or private duty experience preferred.
• Previous experience with a children's hospital is a plus.
• Must maintain company and employee confidentiality at all times.
• Must maintain professional boundaries at all times.
• Ability to remain calm and professional in stressful situations.
• Strong attention to detail, time management, problem-solving, conflict resolution, and organizational skills.
• Must be able to speak, write, read, and understand English.
• Must be able to appropriately respond physically and psychologically to emergency situations.
• Must be able to function in environments with possible exposure to allergens, blood, bodily fluids, and infectious diseases.

Sitting at the intersection of clinical outreach and marketing strategy, the Clinical Liaison builds and manages relationships with designated referring physicians while developing and implementing short and long-term plans to grow referral volume and achieve monthly and annual revenue goals. Operating across physician offices, hospital networks, and internal marketing teams under the direction of the Director of Marketing, this role shapes the agency's referral pipeline and community presence through account management, education, and coordinated promotional efforts.

Duties

• Increase referral volume and customer satisfaction through relationship building, cold calling, and account managing.
• Assist with establishing and maintaining the annual marketing plan and goals for the agency.
• Support and facilitate development and implementation of marketing plans.
• Plan and administer the agency's marketing operations budget and support development of regional marketing budgets.
• Work alongside the Director of Marketing in planning and conducting referring physician analyses, adequacy, and access issues.
• Develop and maintain relationships with designated referring physicians to grow volume and cultivate additional referral sources.
• Develop and implement short and long-term plans to achieve monthly and annual goals by building on existing business and identifying new growth opportunities.
• Display determined and consistent pursuit of new and existing referral sources.
• Promote and educate referring physicians and office staff regarding home care services.
• Practice liaison communication between referring physician offices and local home care staff.
• Report and develop applicable corrective action plans for operational deficiencies identified through referring physician office staff.
• Develop and maintain a marketing database including patient and physician referral information and monthly referral counts.
• Assist with agency involvement in medical networks and hospitals by coordinating business development and marketing activities.
• Organize and implement patient relations duties including physician satisfaction surveys, introductions of new practice locations, collecting physician testimonials, and coordinating promotional and public relations efforts.

Requirements

• Currently licensed as an LPN or RN through the Board of Nursing in the state of practice.
• At least two years of experience in a marketing role within a professional services environment or a physician relations role.
• Strong leadership, consensus-building, marketing management, and strategic planning experience with a proven track record in developing and administering a marketing program.
• Must be a self-starter, highly organized, and able to work well with all levels of the organization.
• Polished presentation, interpersonal, business management, and facilitation skills.
• Good knowledge of Microsoft Office and Windows-based computer applications.
• Complies with accepted professional standards and principles.

A key member of the facility sales and care coordination team, the Clinical Liaison delivers daily marketing support and patient care transition coordination for facility referral sources, case managers, and nutrition patients moving from facility to home settings. Collaborating across Account Executives, General Managers, and Home Health Agency staff, this role builds referral relationships and ensures smooth care transitions through accurate clinical documentation and timely patient education.

Functions

• Manage daily and weekly schedule of patient care transition coordination, patient assessment, nutrition patient teaching, and marketing support activities.
• Provide patient education teaching sessions for nutrition patients in the facility or physician's office.
• Maintain effective working relationships with referral sources.
• Seek out new referral source contacts and opportunities for additional referral activity from existing referral sources.
• Complete clinical and patient care coordination documents timely and accurately.
• Submit a weekly activities report to the General Manager.
• Assist with nutrition education for Home Health Agency staff.
• Adhere to all applicable policies, procedures, safety plans, and standards imposed by regulatory organizations.
• Coordinate referral source and patient activities closely with the Account Executive responsible for the customer account.

Experience & Qualifications

• Bachelor's degree in dietetics from an accredited school.
• Current license to practice dietetics in the state or territory assigned.
• Minimum of two years of experience as a Registered Dietitian.
• Previous marketing experience preferred.
• Excellent interpersonal and customer service skills.
• Must meet company standards for driving record and driver age requirement.

Sustained growth in home care referrals and community presence depends on the Clinical Liaison, who develops relationships with new and existing referral sources, builds connections with community agencies and civic organizations, and plans and carries out health fairs and screenings to extend service reach. Based within the home care office and working in conjunction with the Director, this role enables the organization to measure service inquiry growth and maintain an active network of community and professional contacts.

Accountabilities

• Demonstrate and communicate core values of compassion, excellence, and reliability.
• Develop relationships with new and existing referral sources.
• Maintain and promote presence in the community.
• Build relationships with community agencies, professional and civic organizations, and business-related networking groups.
• Participate in, plan, and carry out community events such as health fairs and health screenings.
• Develop marketing goals, strategy, and plan in conjunction with the Director and review regularly.
• Utilize available tools, resources, and external networks to generate marketing ideas.
• Measure results including number of service inquiries and new clients.
• Maintain communication with office staff to stay aware of new and potential referral sources.

Technical Qualifications

• Four-year college degree.
• Minimum of two years of experience in home care and/or marketing.
• Prior experience with Hospice is a plus.
• Prior experience as a community liaison is a plus.
• Demonstrated record of strong interpersonal skills and goal achievement.
• Exemplifies characteristics of compassion, excellence, and reliability.
• Willingness to drive and visit communities throughout the assigned region.

As the Clinical Liaison, this role shapes continuity of care and service line growth by interacting daily with patients, medical professionals, referral sources, and health care community partners to coordinate communication, documentation, and referral activity. The organization relies on this work to ensure all referral sources are equipped with proper forms and materials, strategic plans are executed with documented feedback, and community partnerships translate into sustained service growth.

Activities

• Interact daily with patients, medical professionals, referral sources, and the community to assure continuity of care and coordinate appropriate communication and documentation.
• Provide education to senior living communities, health systems, and referral sources.
• Grow service lines and receive referrals from health care community partners.
• Distribute and ensure all referral sources have proper forms and materials for company service lines.
• Provide feedback and document activity to execute the strategic plan and provide ongoing value to accounts.

Position Requirements

• High school diploma or GED equivalent.
• Associate degree or Bachelor's degree preferred.
• One to three years of sales experience, with sales experience in the medical field preferred.
• Practical and theoretical knowledge of hospice and palliative care.
• Proven interpersonal, coordination, and leadership skills with ability to communicate effectively.
• Demonstrates active involvement in professional organizations and community activities.
• Reliable transportation and valid automobile insurance coverage.

Clinical Liaison builds referral relationships and drives census growth by conducting patient assessments to identify candidates for admission, developing in-person relationships with referral sources following hospital protocol, and converting referrals into admissions. Success in the position means demonstrating strong knowledge of regulatory standards and state and federal admissions regulations while managing territory, maintaining required reports, and adapting independently to change across assigned facilities.

Operational Focus

• Conduct patient assessments to identify patients for potential admission into the system.
• Actively participate in communicating, educating, and planning activities.
• Meet budget census goals and quality payer mix for assigned facility or facilities.
• Develop relationships and call on referral sources in person following appropriate hospital protocol.
• Convert referrals into admissions promptly.
• Complete and maintain all required reports.

Knowledge Skills & Abilities

• Knowledge of regulatory standards, compliance requirements, and hospital policies and procedures.
• Knowledge of state and federal regulations pertaining to admissions and marketing.
• Proven success in the completion of assignments with strong customer service and service recovery skills.
• Ability to identify opportunity, adapt to change, work independently, and prioritize tasks and responsibilities.
• Strong interpersonal skills including ability to form constructive and effective relationships with clients and customers.
• Attentive and active listening skills with effective verbal, written, and presentation skills adjustable for various audiences.
• Analytical and methodical reasoning ability to objectively outline pros and cons and strategically determine appropriate courses of action.
• Strategic problem-solving ability with capacity to adapt to change and uncertainty.
• Intellectual ability to handle concepts and complexity comfortably.
• Working knowledge of computer systems and software including Microsoft Office, graphics, and databases.
• Demonstrated ability to manage territory and accounts.

The Clinical Liaison delivers referral source engagement and program development across the rehabilitation services sector, establishing partnerships, advertising programs to potential partners, and completing pre-admission protocols to support facility admissions. Reporting to the admissions committee and collaborating with regional industry stakeholders, this role enables continuous program improvement through trend analysis and clinical evaluation reporting.

Role Responsibilities

• Establish and maintain relationships with potential referral sources.
• Describe and advertise programs to potential referral sources.
• Participate in monthly admission team meetings, prepare reports of clinical evaluations, and make recommendations to the admissions committee.
• Complete all pre-admission protocols on regional referrals and integrity checklist protocols.
• Identify regional industry trends and needs and make program recommendations.
• Foster a culture of continuous improvement.

Professional Experience

• Bachelor's degree in Rehabilitation or Human Services field preferred.
• Minimum of three years of experience in Rehabilitation Service Provision.
• Clinical knowledge and hands-on experience as a Clinical Liaison.
• Strong presentation, communication, and problem-solving skills.
• Demonstrated organizational skills and ability to meet deadlines.
• Effective interpersonal skills with ability to build relationships and achieve results.
• Exceptional attention to detail with ability to manage and prioritize multiple tasks.
• Excellent sales and advertising skills.