Clinical Operations Specialist

Company Overview:

Upward Health is an in-home, multidisciplinary medical group providing 24/7 whole-person care. Our clinical team treats physical, behavioral, and social health needs when and where a patient needs help. Everyone on our team from our doctors, nurses, and Care Specialists to our HR, Technology, and Business Services staff are driven by a desire to improve the lives of our patients. We are able to treat a wide range of needs – everything from addressing poorly controlled blood sugar to combating anxiety to accessing medically tailored meals – because we know that health requires care for the whole person. It's no wonder 98% of patients report being fully satisfied with Upward Health!

Job Title & Role Description:

The Clinical Operations Specialist is responsible for the day-to-day administrative coordination of patient and staff workflows. This role ensures that patient assignments, discharges, and program capacity tracking are completed accurately and on time. The Clinical Operations Specialist also prepares reports and presentations to support leadership visibility and operational efficiency.

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.

Skills 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.

Key Behaviors and Competencies:

• Detail Orientation
  • Maintains accurate records, trackers, and documentation; ensures data entry and patient information is completed without errors.
• Organizational Skills:
  • Prioritizes multiple tasks, manages deadlines, and keeps program operations running smoothly.
• Technical Proficiency:
  • Demonstrates strong working knowledge of Microsoft Excel (data entry, formatting, simple formulas), PowerPoint (presentation building), and Outlook (calendar and communication management).
• Reliability and Accountability:
  • Consistently follows through on assignments, completes tasks on time, and proactively communicates barriers.
• Communication:
  • Provides clear, professional communication in written and verbal formats; collaborates effectively with field staff, clinical leaders, and operational teams.
• Confidentiality:
  • Upholds HIPAA requirements and organizational policies, protecting sensitive patient and company information.
• Adaptability:
  • Adjusts to shifting priorities in a fast-paced environment while maintaining a calm, solutions-focused approach.
• Team Orientation:
  • Demonstrates a collaborative mindset; supports leaders and peers to achieve program and organizational goals.

Upward Health is proud to be an equal opportunity employer. We are committed to attracting, retaining, and maximizing the performance of a diverse and inclusive workforce. This job description is a general outline of duties performed and is not to be misconstrued as encompassing all duties performed within the position.