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Upward Health · 14 hours ago

Clinical Operations Specialist

US - Hybrid

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Upward Health is an in-home, multidisciplinary medical group providing 24/7 whole-person care. The Clinical Operations Specialist is responsible for the day-to-day administrative coordination of patient and staff workflows, ensuring accurate patient assignments and program capacity tracking.

Health CareMedicalService Industry

Responsibilities

Maintain and update program capacity trackers for field staff to ensure balanced caseload distribution

Assign patients to appropriate field staff based on program guidelines and current staffing capacity

Review patient records for discharge readiness; complete and document patient discharges per process

Extract and enter data into spreadsheets and presentation decks to support program reporting (no analysis required)

Create and update presentations in PowerPoint for internal and client-facing meetings

Manage program documentation, trackers, and shared folders for accuracy and accessibility

Coordinate scheduling, reminders, and communications via Outlook to keep teams aligned

Provide general administrative support to clinical and operations leaders as needed

Qualification

Microsoft ExcelMicrosoft PowerPointMicrosoft OutlookAttention to detailOrganizational skillsTeam orientationAccountabilityCommunication skillsAdaptabilityConfidentialityReliability

Required

2+ years of administrative or program coordination experience, preferably in healthcare or a related field

Proficiency in Microsoft Office Suite, particularly: Excel (data entry, pivot tables, sorting, filtering, simple formulas), PowerPoint (building clean, professional decks with charts and visuals), Outlook (managing calendars, scheduling, and email communication)

Strong attention to detail with proven ability to complete tasks accurately and on time

Highly organized with the ability to manage multiple priorities and deadlines

Excellent written and verbal communication skills

Comfortable working independently in a fast-paced, remote environment

Maintains accurate records, trackers, and documentation; ensures data entry and patient information is completed without errors

Prioritizes multiple tasks, manages deadlines, and keeps program operations running smoothly

Demonstrates strong working knowledge of Microsoft Excel (data entry, formatting, simple formulas), PowerPoint (presentation building), and Outlook (calendar and communication management)

Consistently follows through on assignments, completes tasks on time, and proactively communicates barriers

Provides clear, professional communication in written and verbal formats; collaborates effectively with field staff, clinical leaders, and operational teams

Upholds HIPAA requirements and organizational policies, protecting sensitive patient and company information

Adjusts to shifting priorities in a fast-paced environment while maintaining a calm, solutions-focused approach

Demonstrates a collaborative mindset; supports leaders and peers to achieve program and organizational goals