- High School Diploma or GED
- Customer Service
- Human Resources
- Microsoft Outlook
Provide for their clients by matching client needs with appropriate services, responsible for maintaining and updating client records Typically reports to: Manager Qualifications: • Must have good customer service skills for dealing with various customers and agency contacts. • Office Suite proficiency a must (especially outlook and onenote). Must be able to type 50-60 wpm. • Hold H.S.
Diploma or higher degrees. C.N.A. or Medical Assistant license preferred but not required. • Must have understanding and abide by HIPAA (health insurance portability and accountability act) standards Main functions: • Customer service duties: Answering and transcribing calls into client call history in homecare software regarding client or social workers complaints/concerns, employee issues, and one-time only services • Client Management: •Create/maintain client records and new or existing employee records on homecare software •Create or edit schedules for all assigned clients •Check Client Eligibility and input Prior Authorization (service order) in service order tab in homecare software client records and file in client’s folder: keep track of when the service orders expire •Gather client authorization signature for client file •Audit client’s service order with hours worked by employee •Call client’s social worker for extra hours worked for any client as one time only (the day of or the day after – NO LATER THAN TWO DAYS) •Work alongside Office Assistants to fill any open or new referrals given by state care managers with compatible employees (within 1-2 days) and perform client evaluations or Meet and Greet visitations Keep track of and write 10-day and 60-day reports for state agencies (mostly communicate to client via phone, visit all clients at least once a year) • Human resource duties: • Handle applications: save copies of applications, verify that applicants fill out all information completely and save copies of 3 identification cards and certificates • Check backgrounds (criminal and sex offender) and references on all applicants and enter in sandata and Generations home care software • Interview eligible and qualified applicants through the phone or in person for fill-in or new cases and discuss service required, hours, and medical condition of client • Send and track HR documents via sign now and make sure everything is filled before payroll week • Administer the orientation videos and complete pca training (if applicable) • Discharge employees from cases for reasons such as wilful misconduct, being unreliable or any reasons for termination as stated in the employee handbook • Ensure that no caregiver works over 40 hours per week • If the case is in your county and the client is without service, you must fill in if you cannot find the right employee • Check e-mail daily for important information and/or reminders regarding clients, company policies, or procedures • Help other offices fill any cases when your cases are already filled and help with any other administrative duties requested by management • Handle on call emergency cell phone during your scheduled week • Help clean the office every Friday – take turns taking out trash, wipe down desks, clean the bathroom, dust your computer (Do not use chemicals on electronics!)