Client Coordinator
Role summary
The Client Coordinator is responsible for managing clients throughout their lifecycle with the company, from initial intake calls to ensuring ongoing satisfaction. This role serves as the primary point of contact for clients and partners, providing information about services and fees, and maintaining accurate client and employee records. Key duties include monitoring dashboards, coordinating caregiver assignments, updating care plans, and ensuring compliance with care plans. The position also involves clerical tasks and participation in staff training and meetings.
Client Coordinator
Job Summary
Responsibilities include managing clients throughout their lifecycle with the company, taking initial intake calls & providing information to potential clients. Ensures quality care and client satisfaction, and is responsible for maintenance of client and employee records.
Job Responsibilities
- Is the first point of contact for our clients (current and potential), industry partners, and care providers, while providing excellent customer service.
- Takes phone inquiries from potential clients; provides accurate information about services and fees, and gathers relevant information for client care/plan.
- Daily monitoring of Dashboard, and follow up with caregivers and clients.
- Trades off responsibilities for being “On call” every other month.
- Coordinators input care plans, ensure staffing and have relevant information to review with assigned caregiver(s) prior to the start of care.
- Completes client monthly calls according to policy and documents in the client's file.
- Updates care plans as needed, uploads all monthly reports on the client's profile, communicates changes to caregiver(s)and documents the same.
- Ensures best matches between caregiver and clients.
- Ensures compliance with the care plan and accurate documentation of all care plan tasks.
- Participates in staff training and operational meetings.
- Performs clerical work, such as filing, uploading, copying, or faxing.
- Perform other job-related duties as assigned.
Required Skills/Abilities
- Demonstrated customer service and communication skills, problem solving, and attention to detail.
- Technical proficiency in utilizing computers and generating reports.
- Able to speak English and Spanish fluently.
- Able to speak other languages is an advantage
Education and Experience
- Bachelors degree or 2yrs supervisory experience in homecare.
Physical Requirements
- Prolonged periods of sitting at a desk and working on a computer.
9-5
80
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