Client Intake Coordinator

Essential ResponsibilitiesComplete in-home intake and admissions assessments for new clients when assignments are offered and accepted.Meet with clients and families to assess care needs, routines, preferences, goals, and requested services.Conduct a basic walkthrough of the home to identify potential fall hazards, accessibility concerns, or other factors that may affect the safe delivery of services.Develop individualized service plans based on the client's assessed needs, preferences, and authorized services.Review required intake paperwork, client rights and responsibilities, agency policies, service expectations, and other admission information with clients or their authorized representatives.Review approved services and rates with clients and families and refer questions involving pricing exceptions, contracts, or billing concerns to agency leadership.Obtain required signatures and ensure intake documentation is complete, accurate, and submitted to the agency in a timely manner.Communicate relevant client needs, concerns, preferences, and other information to agency leadership to support a smooth start of care and appropriate caregiver matching.Provide clients and families with a professional, compassionate, and welcoming experience while representing Ardenwell Home Care.Assist with senior expos, health fairs, community events, and other marketing or outreach activities when opportunities are available and accepted.Represent Ardenwell professionally when interacting with prospective clients, families, healthcare professionals, community organizations, and potential referral sources.Accept optional caregiver shifts when offered and based on availability, providing direct non-medical care in accordance with the client's service plan and agency policies.Maintain client privacy and confidentiality in accordance with HIPAA and agency standards.Assist with other intake, client service, outreach, or operational duties as needed and based on availability.QualificationsRequiredMust be at least 18 years of age.Authorized to work in the United States.High school diploma or GED.Previous experience in home care, healthcare, senior services, customer service, social services, client relations, or a related field.Able to pass a criminal background check in accordance with Texas Health and Human Services requirements.Able to successfully complete all pre-employment screening required by Ardenwell Home Care.Valid driver's license, reliable transportation, and proof of current automobile insurance.Ability to travel throughout Ardenwell Home Care's service area for accepted assignments.Strong communication, interpersonal, organizational, and customer service skills.Ability to work independently, gather detailed information, and complete documentation accurately.Basic computer and smartphone proficiency.Professional appearance and demeanor.Ability to maintain client confidentiality and handle sensitive information appropriately.PreferredExperience with client intake, admissions, assessments, service planning, or care coordination.Previous home care, caregiving, CNA, PCA, or similar experience.Experience working with seniors, individuals with disabilities, or their families.Experience with community outreach, senior expos, health fairs, or marketing events.Familiarity with electronic documentation or home care management software.CPR and First Aid certification.Physical RequirementsAbility to drive and travel locally to client homes and community locations for accepted assignments.Ability to stand, walk, bend, reach, and climb stairs as needed while completing home assessments or participating in community events.Ability to safely navigate a variety of residential environments.Ability to transport paperwork, intake materials, brochures, and other agency supplies.Ability to safely perform applicable direct-care duties when accepting a caregiver assignment.Ability to perform the essential functions of the position with or without reasonable accommodation.CompensationThis is a PRN/Part-Time W-2 position. Client intake assignments are compensated at a predetermined flat rate per completed intake assignment. The applicable rate will be communicated before the assignment is accepted.When the Client Intake Coordinator accepts a caregiver shift, direct caregiving hours will be compensated at the applicable predetermined hourly caregiver rate.Compensation for community events, training, meetings, or other assignments will be communicated as applicable. All time worked must be accurately reported in accordance with agency policy.Schedule & AvailabilityThis position is PRN/Part-Time with no guaranteed hours, schedule, or minimum number of assignments. Available work may vary significantly based on new client admissions, agency growth, community events, staffing needs, and other operational needs.The Client Intake Coordinator is not an on-call position and is not expected to maintain open availability. When an assignment becomes available, the employee may be contacted to determine whether they are available and interested. Assignments may be accepted or declined based on the employee's availability, and there is no expectation that every offered assignment be accepted.Once an assignment is accepted, the employee is expected to complete the assignment as agreed or promptly notify agency leadership if circumstances prevent completion.
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