JOB DETAILS
Operation Specialist
CompanyFamily Tree Private Care
LocationAustin
Work ModeOn Site
PostedSeptember 18, 2026

About The Company
Founded in 2011, Family Tree Private Care provides a premier private care experience for long-term aging at home. Across multiple states, the company provides professional caregiving, private nursing, and care management services to help seniors live well at home for every stage of the aging journey.
About the Role
Description
ROLE AND RESPONSIBILITIES:
- Organizes, sorts and maintains documentation in client files in a timely manner.
- Provide clerical support which may include preparation of admission and/or orientation packets, and/or making copies of documents for clinical team to utilize in a residence.
- Assist with communication which may include: phone systems, memos, answering incoming calls, documents, and disseminates appropriate messages. May include forwarding calls to the appropriate clinical coordinator who may be in the community.
- Provides data entry support to clinical services which my include : uploading client record information after clinical review, uploading new hire checklists after signed by DON, and uploading clinical faxes to the client record.
- Performing clerical tasks of faxing POPOC, verbal orders, and 60-day summaries for Physician signatures. This tasks includes follow-up calls to confirm receipt of fax.
- Assist with running reports daily and follow up with physicians to obtain signatures in a timely manner.
- Assist clinical with searching for incident reports weekly, printing and providing them to Director of Clinical Services for further follow up.
- Participate in new Care Provider training orientation as needed.
- Demonstrate thorough understanding of company business model and philosophy and be able to articulate such knowledge effectively and convincingly.
- Assist with process of physician credentialing verification. Assist clinical services with the delivery and pickup of supplies and forms as needed from the clients residence.
- Assist other departments as needed with friendly, positive team-oriented attitude.
- Monitor and review the task checklist to ensure Care Providers are completing documentation in a timely manner.
Additional Skills
- Fluent in basic Microsoft Office functions (Word, Excel, PowerPoint).
- Able to organize and maintain electronic client records.
- Strong interpersonal skills with clients, care providers, and team members.
- Problem-solving and decision-making skills.
- Excellent written and oral communication skills.
- Able to manage time well and work efficiently.
- Strong attention to detail and organizational skills.
- Works independently.
- Flexible, humble, and team-oriented.
- Compassionate and empathetic.
Requirements
Qualifications and Education Requirements
- Minimum 2 years of experience in office coordination or management
- HR experience is a plus.
- Strong candidates have experience working in the home care industry (or related industry –hospice, home health, hospital, etc.)
Other Requirements
- Ability to drive when required per company polic
Key Skills
Microsoft OfficeWordExcelPowerPointData entryClerical supportTime managementAttention to detailInterpersonal skillsProblem-solvingDecision-makingWritten communicationOral communicationOrganizational skillsRecord keeping
Categories
AdministrativeHealthcareHuman Resources
Job Information
📋Core Responsibilities
The Operation Specialist manages client documentation, provides clerical support to the clinical team, and ensures efficient data entry and communication flow. They also assist with physician credentialing, supply delivery, and monitoring task checklists to ensure timely documentation by care providers.
📋Job Type
full time
📊Experience Level
2-5
💼Company Size
260
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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