Field Office Job Description (Intake Coordinator)

Intake Coordinator

JOB DESCRIPTION

 Summary:

The Intake Coordinator reports directly to the Administrator and is responsible for assisting in coordinating all client-related activities of the SYNERGY HomeCare business. This position includes acting as the first point of contact for all new clients calling the office, assisting with arranging home assessments for clients, and processing all needed paperwork for new clients.

This position entails contributing to a positive office culture to meet the needs and exceed the expectations of clients. The Intake Coordinator will help maintain client files and communication.  Additionally, the Intake Coordinator will be responsible for collaborating with the Franchisee and Administrator to enhance client satisfaction and revenue growth.

Qualifications:

• Exceptional customer service skills

• Possess at least two years experience in healthcare or home care, working with the elderly, disabled or individuals requiring supportive services  

• Proficiency in computer skills (Google Suite, Excel, Power Point, etc) 

• Knowledge of scheduling software (eRSP or similar) or CRM preferred

• Well-honed time management skills

• Exemplary communication skills, both verbal and written

Essential Duties and Responsibilities: 

• Client communication

• May assist in completing Home/Quality Assurance visits

• Customer service

• Incoming client inquiry calls

• Review HCP Vantage report monthly

• Handle service recovery issues

• Recommend additional service hours when indicated or conversely

• May participate in the on-call rotation, answering after-hours calls

• Weekly reporting of accountabilities

This job description is not intended to be all inclusive. The employee will be expected to perform other reasonable duties as assigned.  

Signature: 

I,_________________________________________________(employee name), have read and understand the above job description. By signing, I certify I meet the minimum requirements and physical demands of the position/job. 

Signed:____________________________________________                    Date:____________________

Accepted By:

__________________________________________________ (Print)

(Franchise Name) Representative

__________________________________________________ (Signature)

(Franchise Name) Representative