Published: July 16, 2024 - The Clinical Liaison develops and implements quarterly sales and marketing plans, working closely with prospective residents, families, and medical referral sources to enhance community admissions. This role entails providing key members of the medical community with detailed program information to secure referrals and collaborating with hospitals and physicians to ensure smooth transitions for residents into community settings. Additionally, the liaison fosters relationships with both medical and non-medical referral sources, conducts hospital visits, and ensures the delivery of high-quality customer service to residents, families, and community staff.


Tips for Clinical Liaison Skills and Responsibilities on a Resume
1. Clinical Liaison, HealthBridge Management, Boston, MA
Job Summary:
- Build therapy area knowledge and expertise quickly, and maintain an overview of several knowledge areas at the same time
- Manage and coordinate the collection of PMCF data to achieve the schedule for performing PMCF and related work for products
- Undertake (Executes) Post-Market Clinical Follow-up (PMCF) surveys/evaluations for Merit Medical devices
- Conduct follow-up investigations in case of unexpected findings to meet Medical Device Regulation (MDR) requirements
- Provide input as PMCF subject matter expert to related documentation
- Collaborate and align with cross functional stakeholders (MDR, Post-Market Surveillance, Clinical Affairs, Marketing, Marketing Communications and Commercial Excellence in EMEA, International and Global)
- Work cross-functionally to ensure PMCF is integrated with other Merit Medical-sponsored clinical trials
- Capture the "voice of the customer" and important EMEA market trends.
- Communicate this information to internal stakeholders (Marketing team, Global Platform Leaders)
- Disseminate Study protocol and scientific information to physicians, nurses, pharmacists and other healthcare professionals
- Analyze scientific, clinical data and draw critical insights to understand how these address existing data gaps
- Work with Marketing leads on scientific activities, provide general scientific support to internal functions, including review and development of scientific materials and communications.
- Work closely with Marketing leads to create materials that will facilitate the advance scientific dialogue about relevant disease areas.
Skills on Resume:
- Rapid Learning and Expertise Building (Hard Skills)
- Project Management of PMCF Data Collection (Hard Skills)
- Executing PMCF Surveys and Evaluations (Hard Skills)
- Subject Matter Expertise in PMCF (Hard Skills)
- Cross-Functional Collaboration (Soft Skills)
- Integration of PMCF with Clinical Trials (Hard Skills)
- Voice of the Customer and Market Trends (Soft Skills)
- Scientific Analysis and Communication (Hard Skills)
2. Clinical Liaison, Mercy Hospital, St. Louis, MO
Job Summary:
- Develop a Hospice presence in the healthcare community with hospitals and health care providers
- Develop, educate and consult with medical professionals concerning hospice programs, pain management and Medicare/Medicaid/commercial reimbursements
- Inform appropriate patients and families about Hospice goals, philosophy and services we provide to them
- Actively establish and maintain market acceptance and allegiance
- Establish public relations programs for interpretation of the agency's services and to foster good working relations with physicians and community agencies.
- Responsible for the implementation of specific projects and initiatives
- Ensure hospice plan of care is adhered to during hospital admissions
- Participates, when appropriate, in health care facility care conferences regarding specific patient consult requests.
- Coordinate discharge planning for Hospice and Home Health patients who have been admitted to the hospital and act as a liaison to Ministry staff for smooth transition.
- Establishes and maintains harmonious relationships with assigned facility leaders, health care professionals and hospice staff.
Skills on Resume:
- Healthcare Industry Knowledge (Hard Skills)
- Relationship Building (Soft Skills)
- Communication Skills (Soft Skills)
- Public Relations and Marketing (Hard Skills)
- Project Management (Hard Skills)
- Discharge Planning and Coordination (Hard Skills)
- Team Collaboration (Soft Skills)
- Problem-solving and Decision-Making (Hard Skills)
3. Clinical Liaison, Banner Health, Phoenix, AZ
Job Summary:
- Work with referral sources (hospitals, physicians, social workers and case managers) to identify prospective residents
- Obtain necessary information and documentation, review patient charts and plans of care, including medication lists, to ensure clinical appropriateness for community and to determine if the patient meets Medicare guidelines
- Make decisions regarding pre-admission assessments, interpret potential patient’s medical condition and past medical history while obtaining appropriate documentation
- Complete onsite hospital, community and home visits to gather information regarding potential admissions
- Communicate with hospital staff to establish a coordinated plan of care for patients admitted or awaiting admission
- Coordinate the completion of the admission process and ensure that appropriate resources are obtained for a successful transfer and provide appropriate information to facilitate continuity of care
- Collaborate with attending physician to effectively manage the hospitalized patient and ensure that transfers are expedited as soon as possible
- Consult and collaborate with physicians, hospital staff and other professionals to provide clinical expertise, as appropriate
- Identify potential payer sources, establish primary payers, document demographic/clinical/payer information and determine coverage availability for third party non-government payers
- Maintain current contact information on existing and new referral sources
- Develop and maintain a working knowledge of all services and resources provided by Ascension Living community, and knowledge of resources that are available in the community
Skills on Resume:
- Interpersonal Communication (Soft Skills)
- Clinical Assessment (Hard Skills)
- Decision Making (Hard Skills)
- Patient Evaluation (Hard Skills)
- Care Coordination (Hard Skills)
- Collaboration (Soft Skills)
- Insurance and Payer Knowledge (Hard Skills)
- Resource Management (Hard Skills)
4. Clinical Liaison, Kaiser Permanente, Oakland, CA
Job Summary:
- Participate in and assist with marketing activities and events
- Market and promote community to maintain acceptable census and community profitability
- Develop and maintain referral sources, and educate others about the company, increasing visibility and reputation in the medical community and identify market needs and trends
- Make regular rounds (onsite and telephonic) of referral sources and maintain continuous communication with them, and actively market Ascension Living services
- Collect data regarding inquiries/referrals, pre-admission evaluations/outcomes and enrollment for regular monthly reports for the administration
- Attend management meetings and required in-services
- Contribute to the admission process and protocol development, problem solving and productivity enhancement in collaboration with medical and nursing leadership
- Work closely with clinical affairs team to create materials that will facilitate scientific dialogue on data coming out of the clinical trial program
- Utilize scientific resources to deliver impactful presentations in a variety of different settings
- Support commercial colleagues in discussions with internal and external customers and partners.
Skills on Resume:
- Community Engagement and Marketing (Soft Skills)
- Strategic Relationship Development (Soft Skills)
- Outreach and Communication (Soft Skills)
- Data Management and Reporting (Hard Skills)
- Meeting Participation and Compliance (Soft Skills)
- Admissions and Protocol Development (Hard Skills)
- Scientific Communication (Hard Skills)
- Support and Collaboration (Soft Skills)
5. Clinical Liaison, Mount Sinai Hospital, New York, NY
Job Summary:
- Develop and implement the quarterly sales and marketing plan.
- Work closely with prospective residents, families, and referral sources and close sales.
- Develop and implement plans to increase referrals from current and new sources.
- Obtain a working knowledge of marketing and program development strategies of the medical community and other long-term care providers.
- Assist in the development of new products and services based on referral source needs.
- Provide discharge planners with timely assessments and answers to the acceptance of referrals.
- Provide physicians and other key members of the medical community with information regarding the programs offered at the community to gain referrals.
- Provide the nursing staff/community with an accurate assessment (clinical and financial) of the potential residents, including all documentation needed.
- Collaborate with hospitals and physicians to accommodate residents in the community environment.
- Identify and develop relationships with non-medical referral sources to obtain referrals for short-term rehab and long-term care.
- Visit residents during hospital stays.
- Ensure quality customer service to the residents, families, and staff the department serves.
Skills on Resume:
- Sales and Marketing Planning (Hard Skills)
- Relationship Building (Soft Skills)
- Referral Source Development (Hard Skills)
- Knowledge of Medical Community (Hard Skills)
- Product and Service Development (Hard Skills)
- Clinical and Financial Assessment (Hard Skills)
- Collaboration with Healthcare Professionals (Soft Skills)
- Customer Service Excellence (Soft Skills)
6. Clinical Liaison, Cleveland Clinic, Cleveland, OH
Job Summary:
- Assume responsibility for department compliance with federal, state, local, and corporate regulations.
- Demonstrate consistent management of resources.
- Operate within the established budget guidelines.
- Work with Bundled Payment Initiative Program.
- Daily compliance with CRM (Customer Relationship Management) tool.
- Inputs all sales activity daily.
- Submit weekly activity summary from CRM.
- Work with corporate office and community team to develop strategies for marketing and initiate marketing material requests
- Attend and participates in continuing education and in-service programs to keep abreast of changes in the profession.
- Observe all community policies and procedures, including but not limited to safety, infection control, Residents’ rights, and those contained in the employee handbook.
- Maintain the confidentiality of all protected health information whether electronic, written, or oral exposed to either during the course of assigned duties or as a result of an incidental disclosure.
- Apply the minimum necessary standard in all matters related to residents’ protected health information.
Skills on Resume:
- Regulatory Compliance Management (Hard Skills)
- Resource Management (Hard Skills)
- Budget Management (Hard Skills)
- Knowledge of Bundled Payment Initiative Program (Hard Skills)
- CRM Proficiency (Hard Skills)
- Activity Reporting (Hard Skills)
- Marketing Strategy Development (Hard Skills)
- Continuing Education (Hard Skills)
7. Clinical Liaison, Ascension Health, Detroit, MI
Job Summary:
- Conduct 40-50 clinical office visits per week to educate area providers on Emerus features and capabilities to generate measurable referrals
- Execute EMS initiatives to increase volume to all Emerus facility
- Act as a brand ambassador and community liaison to build a reputation in and connection to the communities we serve
- Work collaboratively with the corporate brand team to execute local marketing campaigns
- Identify and lead community engagement programs and events
- Gather, assimilate and analyze competitive information to ensure local marketing activities are effective and efficient
- Act as marketing liaison to regional staff
- Facilitate and grow the relationship with hospital-physician liaisons
- Maintain and mine the customer database
- Attend staff meetings or other company-sponsored or mandated meetings
- Ensures comfortable transition of patient to hospice care by providing hospice education and orientation, education regarding disease process and end of life care needs, plan of care initiation, and coordination of care with multiple hospice and non-hospice service providers.
- Reviews available medical records and determines hospice appropriateness per Medicare guidelines.
- Requests additional documentation and information
- Coordinates care for patients who are receiving general Inpatient Hospice Care and ensures that these patients are transitioned to another level of care if/when GIP is no longer indicated.
Skills on Resume:
- Communication and Persuasion (Soft Skills)
- Strategic Planning and Execution (Hard Skills)
- Stakeholder Management (Soft Skills)
- Analytical Skills (Hard Skills)
- Project Management (Hard Skills)
- Customer Relationship Management (CRM) (Hard Skills)
- Regulatory Compliance and Medical Knowledge (Hard Skills)
- Empathy and Patient Advocacy (Soft Skills)
8. Clinical Liaison, Methodist Health System, Dallas, TX
Job Summary:
- Complete comprehensive assessments and service plans.
- Maintains the member’s comprehensive clinical record, including documentation of activities performed as part of the service delivery process (e.g., assessments, service plans, provision of services, coordination of care, discharge planning).
- Works collaboratively with the clinical team to engage, educate, communicate, and coordinate care with the member, family, behavioral health, medical, dental and specialty providers, community resources and others in ensuring that all services agree within the individualized service plan are implemented.
- Serves as a point of contact and to ensure ongoing collaboration including the communication of appropriate clinical information with other involved parties as appropriate, health care providers, family, community resources. and coordination of care with a person’s family, behavioral, medical, dental, specialty health care providers including community resources.
- Provides continuous evaluation of the effectiveness of treatment through the ongoing assessment of the person and input from the person and relevant others resulting in modification to the service plan
- Participates in staffing, case conferences or other meetings with or without the member or his/her family significant others participating.
- Ensure compliance & adequate services, additional job duties may be required to meet the needs of the program and or department.
- Respond to daily needs of local Team, including facilitation of excellent communication channels between Business Development and Intake Department.
- Serve as a local champion for service-line standardization and consistency efforts.
- Enter orders and document in Epic EMR.
Skills on Resume:
- Clinical Assessment Skills (Hard Skills)
- Documentation Proficiency (Hard Skills)
- Interdisciplinary Collaboration (Soft Skills)
- Communication and Coordination (Soft Skills)
- Evaluative and Adaptive Care Planning (Hard Skills)
- Meeting Facilitation (Soft Skills)
- Regulatory Compliance and Program Adherence (Hard Skills)
- Advocacy and Community Engagement (Soft Skills)