Work with Umbra
Partner With Us to Accept Medicare
Would you like to accept Medicare for payment in your independent patient advocacy practice? Partner with Umbra to accept Medicare.
Do you have an independent patient advocacy business with clients who would like to pay with their Medicare insurance?
You can partner with Umbra.
You provide the advocacy services. We handle the rest.
We qualify your client, complete the initiating visit with an Umbra-affiliated provider, and then match the client back to you for advocacy.
Location: Remote (United States)
Employment Type: Independent Contractor (1099)
Compensation: Competitive hourly rate, commensurate with licensure
Reports To: Director of Clinical Services
Position Overview
We are seeking a Supervising Provider to join our dynamic team. In this role, you will conduct initiating visits (typically E/M visits) via telehealth to determine the need for Principal Illness Navigation, Community Health Integration, Transitional Care Management, and Chronic Care Management services. You will also provide clinical oversight, general supervision, and guidance to ensure that the healthcare services provided by Auxiliary Personnel align with best practices and regulatory requirements, including appropriate documentation for Medicare billing through your NPI.
This is a remote position with the flexibility to work from home, while making a meaningful impact on patient outcomes and care coordination. Please note: while the position is remote, you must be in the U.S.
Key Responsibilities
- Clinical Oversight and Initiating Visits (E/M Visits):
- Conduct initiating visits (E/M visits) to establish patient eligibility for services, including performing comprehensive assessments and determining appropriate care plans.
- Perform and document the required evaluation and management (E/M) services in accordance with Medicare guidelines and Umbra policies and procedures, ensuring accurate coding and thorough documentation of all visits.
- General Supervision of Auxiliary Personnel:
- Provide oversight to Auxiliary Personnel, including Community Health Workers (CHWs), to ensure that all services provided are compliant with CMS guidelines.
- Ensure that the necessary clinical protocols and documentation standards are followed by Auxiliary Personnel in their interactions with patients.
- Perform or oversee the completion of Social Determinants of Health (SDOH) assessments performed by Auxiliary Personnel and ensure proper documentation for billing purposes.
- Billing and Documentation:
- Review and approve documentation, ensuring that accurate CPT codes are used before the billing team submits on your behalf.
- Case Review and Clinical Guidance:
- Provide clinical guidance on complex cases and care coordination, ensuring that patients receive the appropriate services based on their needs and eligibility.
- Review patient records as needed and offer recommendations for ongoing care.
- Quality Assurance:
- Ensure that all clinical services and interactions with patients meet established standards of care and compliance with relevant regulations.
- Collaboration:
- Work closely with the advocacy team to ensure that patient needs are met and that appropriate clinical services are provided.
Qualifications
- Education:
- Current, unrestricted medical license (MD, DO, NP, or PA) in the United States. Multi-state licenses are preferred.
- Board certification or equivalent in a relevant clinical specialty preferred.
- Experience:
- Minimum of 5 years in a clinical setting, with at least 2 years in a supervisory role.
- Experience with billing Medicare services, including knowledge of appropriate CPT codes and documentation requirements.
- Experience working with Auxiliary Personnel (e.g., Community Health Workers, patient advocates) is preferred, but not required.
- Skills:
- Strong clinical assessment and decision-making abilities.
- Excellent communication and interpersonal skills.
- Expertise in identifying and assessing non-medical needs.
- Attributes:
- Detail-oriented and committed to patient-centered care.
- Ability to work independently and manage remote clinical responsibilities.
- Passion for helping patients navigate complex health and social needs and commitment to reducing barriers to needed care.
Why Join Umbra Health Advocacy?
- Impact:
Play a pivotal role in improving patient outcomes and navigating complex healthcare challenges. - Flexibility:
Work remotely with a schedule that accommodates your lifestyle. - Support:
Join a collaborative team committed to delivering quality care to our patients.
Apply Now
Job Title: Patient Advocate
Location: Remote and in person depending on case (United States)
Employment Type: Independent Contractor (1099)
Compensation: Competitive hourly rate, commensurate with licensure
Reports To: Director of Clinical Services
Position Overview
We are seeking patient advocates to join our team to help clients get the healthcare they deserve. We seek credentialed, experienced patient advocates with a variety of expertise.
Patient advocates must either have the appropriate credentials or prior experience for their specialty. They must also undergo a background check. We welcome applications from members of the Alliance of Professional Health Advocates.
There are opportunities to conduct all of the work remotely, but there are some clients that request in-person assistance. Please indicate in your application if you are interested in remote-only work or either.
Key Responsibilities
Person-Centered Discovery & Planning
- Conduct deep-dive intake sessions to understand patients’ medical history, functional status, culture, language, values, goals, and unmet social needs.
- Capture the patient’s “life story” to personalize care recommendations.
- Perform validated SDOH screenings (e.g., AHC-HRSN, PRAPARE).
- Draft, update, and maintain Person-Centered Care Action Plans linking practitioner treatment goals to patient-driven goals.
Health-System Navigation & Appointment Management
- Identify appropriate specialists, diagnostic services, and home-health agencies.
- Schedule, confirm, and coordinate appointments; provide reminders and transportation support when needed.
- Attend visits virtually with the patient to take notes, clarify medical information, and ensure questions are answered.
- Provide post-visit summaries and next-step guidance.
Care Coordination & Communication
- Relay clinical updates, lab results, imaging, and care-plan changes to primary, specialty, and community providers.
- Ensure warm hand-offs during transitions of care (hospital → home, rehab, SNF → outpatient).
- Participate in interdisciplinary case discussions and maintain longitudinal records in the EHR.
Medication & Treatment Support
- Maintain accurate, reconciled medication lists with dosing, side effects, and refill schedules.
- Support adherence through coaching, reminders, or habit-building techniques.
- Identify financial assistance programs or alternative therapies as appropriate.
- Monitor for adverse effects and escalate concerns to supervising providers.
Social Determinants of Health & Community Resource Support
- Screen for food, housing, utility, transportation, safety, legal, or financial needs.
- Assist with applications for SNAP, LIHEAP, Meals on Wheels, rental/utility assistance, transportation vouchers, legal aid, and veterans’ benefits.
- Link patients to local community resources, senior centers, faith-based programs, and peer support networks.
Health Education & Self-Advocacy Coaching
- Educate patients on preventive care, chronic condition management, and wellness strategies.
- Coach patients on speaking up during appointments, requesting second opinions, and navigating portals or telehealth systems.
- Provide accessible explanations of lab results, imaging, discharge instructions, and treatment plans.
Long-Term, Advance-Care & Safety Planning
- Guide advance directives, healthcare proxies, POLST, palliative-care, and hospice discussions.
- Support emergency preparedness, including medication go-bags, ICE contacts, and local disaster programs.
- Help patients plan for long-term support services (PACE, adult-day health, respite, assisted living, Medicaid waivers).
Quality, Compliance & Documentation
- Accurately document all PIN/CHI activities, SDOH needs, interventions, and care-plan updates per CMS requirements.
- Maintain records of patient outcomes, experience measures, and compliance training as required.
- Ensure all actions meet quality, regulatory, and billing standards.
Qualifications
- High school diploma required; Bachelor’s degree in healthcare, social work, nursing, or related field preferred.
- Prior experience in patient advocacy, care coordination, social work, or healthcare navigation preferred. Ideally a BCPA or CHW.
- Strong knowledge of Medicare Parts A, B, D, supplemental plans, and coverage rules.
- Excellent verbal and written communication skills, including ability to translate medical jargon for patients.
- Comfort with technology, telehealth platforms, patient portals, and remote communication tools.
- Strong organizational and problem-solving skills.
- Compassion, cultural sensitivity, and a patient-first mindset.
- Ability to work independently while collaborating with Supervising Providers and interdisciplinary teams.
Umbra Health Advocacy is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.