Trusted Ally Home Care is a mission-driven home health agency serving former energy workers and their families. We are recognized for our tenure in the industry, strong operational standards, and deep community presence. Our approach is patient-first, education-focused, and rooted in compliance, compassion, and long-term relationships.

 

• Our employees are mission-minded

• We are passionate about providing excellent patient care

• Community-focused with meaningful patient interaction

• Committed to a fun, supportive, and collaborative team environment

 

 

The Business Operations Liaison provides administrative, operational, and patient-facing support for the local Trusted Ally Home Care office. This role serves as a key link between site operations, patients, staff, and community outreach efforts. The position supports day-to-day office functions, regulatory readiness, employee coordination, and direct patient engagement activities, including the Healthgevity program and patient satisfaction initiatives.

 

 

The Business Operations Liaison serves as a secondary operational and administrative point of contact for the site and works under the direction of the Business Operations Manager. This role supports internal operations while also assisting with community-facing and patient-facing activities that promote patient satisfaction, education, and long-term engagement. Successful candidates demonstrate strong organization, professionalism, and comfort working directly with patients, families, and community partners.

 

 

• Support local office operations and administrative workflows

• Assist with patient engagement, education and community outreach efforts

• Support employee onboarding, compliance, and documentation (credential tracking, and compliance documentation)

• Serve as a (professional) patient-facing representative of Trusted Ally Home Care

• Coordinate strategic partnership engagement between vendors, patients and clinicians

 

 

 

• Understand and adhere to established Agency policies and procedures and compliance standards

• Provide front-line customer service for patients, families, employees, applicants, and visitors

• Answer intake, referral, and inquiry calls as needed, ensuring positive and professional company representation with professionalism and compassion

• Observe confidentiality and safeguard all patient-related and employee information

• Assist with faxing, tracking, and uploading select medical records as assigned

• Develop and maintain cooperative relationships with patients, caregivers, co-workers, and referral sources

• Support and participate in patient engagement activities, marketing events, open houses, and community education efforts

• Support the Trusted Ally Healthgevity program, including patient education, engagement touchpoints, and coordination of activities with Healthgevity nurses and Business Development.

• Conduct patient satisfaction surveys and assist with collecting, documenting, and reporting feedback via Purposeful Leader Rounding (PLRs)

• Support Client Happiness initiatives and follow up on patient experience needs as directed

• Participate in On Call rotation schedule

• Meet and greet clients, employees, applicants, and office visitors

• Provide technical support as applicable, including tablet setup and general support requests

• Support timesheet verification and payroll-related documentation as needed

• Assist with new hire orientation and onboarding logistics as assigned

• Track, monitor, and assist with maintaining employee credential compliance and updates

• Manage and monitor office supply inventory

• Communicate caregiver scheduling needs with the Scheduling Manager and assist with scheduling support as needed

• Maintain (accurate,) organized office files, records, and documentation to support compliance and audit readiness

• Assist with special projects across operations and outreach functions as assigned

• Perform general clerical duties including copying, filing, mailing, scanning, and record maintenance

• Represent the company in a professional, ethical, positive and loyal manner at all times

• Additional job functions as assigned by supervisory personnel

 

• Experience in administrative, office operations, or customer-facing roles

• Strong verbal and written communication skills

• Ability to multitask, prioritize, and work independently

• Professional demeanor when working with patients and families

 

• Bachelor’s degree

• Experience in home health, healthcare administration, or regulated environments

• Experience supporting patient engagement, satisfaction initiatives, or community outreach

• Familiarity with electronic records systems, CRM tools, and standard office software