Training and Onboarding Coordinator
Job Summary
The Training & Onboarding Coordinator is responsible for managing the onboarding and training process for all new caregivers and applicants. This role ensures a consistent, welcoming, and compliant onboarding experience by coordinating training sessions, processing applicant documentation, maintaining accurate records, and supporting caregivers throughout the hiring and orientation process. The Training & Onboarding Coordinator serves as a key liaison between applicants, branch leadership, client coordinators, and other internal departments to ensure a seamless transition from applicant to active caregiver.
Key Responsibilities
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Training Coordination
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Organize, schedule, and conduct caregiver training sessions at assigned branches.
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Ensure all training materials, attendance records, and program documentation are completed accurately andmaintainedin compliance with company requirements.
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Applicant Processing
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Welcome and process all walk-in applicants.
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Enter applicant information accurately into company systems and maintain detailed applicant logs.
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Serve as a primary point of contact throughout the application and onboarding process.
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Onboarding Compliance
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Facilitate all onboarding requirements, including collection and verification of required documents, certifications, and credentials.
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Ensureall onboarding documentation is completed, filed, andmaintainedin both electronic and physical formats.
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Monitor compliance requirements and communicate deadlines to applicants and caregivers.
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Caregiver System Setup
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Establish caregiver availability withinAxisCare.
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Assistcaregivers with mobile application installations and system access to ensure readiness for scheduling and service delivery
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Certification Management
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Maintain logs of caregiver licenses, certifications, and required credentials.
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Track expiration dates and proactively coordinate renewals to maintain compliance.
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Client Scheduling
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Maintain a clearly defined schedule for every active client on the coordinator’s dashboard, regardless of caregiver assignment status.
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Thorough Documentation
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Record allclient‑relatedcommunication in the client profile to ensureaccurate, complete, and compliant documentation.
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Weekly Client Outreach
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Conduct proactive outreach every Friday to all clients whose services are on hold (e.g., hospitalization, rehab, declined services) to assess needs and offer support.
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Missed Visit Management
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Review missed visits weekly and schedule makeup hours for the following week to maintain service continuity.
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Service Terminations
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Upon service termination, promptly close the client’s profile after completing a full investigation and documentation of the termination reason.
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Uninterrupted Services
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Ensure services for IDOA and IDHS clients continue without interruption unless payers explicitly instruct otherwise
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Service Renewal for VA Clients
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Begin the renewal process for VA clients at least one month before authorizationexpirationto prevent service gaps.
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Client Monthly Survey Requirement
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Ensure completion of monthly surveys for all clients under the coordinator’s management.
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Annual Caregiver Performance Evaluation
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Ensure all caregivers serving assigned clients complete an annual performance evaluation.
Required Skills/Abilities
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Strong affinity for customer service.
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Excellent organizational and time-management skills.
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Great communication skills.
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Proficient computer literacy.
Education and Experience
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High school diploma or equivalent.
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24hrs Online Caregiverlist training certificate
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Past experience in intake or medical office administration.
Physical Requirement
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Prolonged period of sitting at a desk and working on a computer
40 hours per week.
