Intake Coordinator

Intake Coordinator

Job Summary

Ensure that all referrals are received in an accurate, detailed manner and are properly handled. Assist Director of Operations with inside sales & processes, accurate data entry and maximize our efficiency of our software (ClearCare). Assist Director of Operations in any other projects that benefit Right at Home.

Essential Functions

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  Reflect the core values of BRG Services, LLC (d.b.a. an independently owned and operated Right at Home In-Home Care and Assistance franchise)
• Assist, develop, execute and analyze in-take from A-Z to Director of Operations & Chief Growth Officer
• Achieve the annual operational plan’s objectives
• Develop and maintain positive and professional relationships with referral sources in the community
• Confers with departments and review activities and operations to determine changes in programs or operations.

• Answer telephone; take inquiries or messages utilizing good telephone technique.

• Receive and respond to referrals and service inquiries on the programs offered by this company.

• Interview, screen and test applicants as needed.

• Supervise, schedule and coordinate day to day activities of the caregivers as needed.

• Assist with recruiting, associate hiring, orientations, in-services, disciplinary actions, etc as needed.

• Maintain documentation of associate work record in ClearCare and ensure current and complete personnel records for all homecare associates as needed.

• Communicate continually with associates and clients to evaluate service.

• Respond promptly and courteously to all clients calls.

• Perform on-call coordinator duties as needed.

• Assist with sales, marketing and public relations efforts as needed.

Supervisory Responsibilities:

• This position requires On-Call responsibilities after hours, nights and weekends.

After-Hours Coordinator Responsibility

As an after-hours coordinator you will be on-call outside the Right at Home office after regular business hours. Your duties and period of availability (“After Hours Period”) will be as follows:

Monday through Friday from 5 p.m. to 8:00 a.m. daily (to be split with Client Care Coordinators) and weekends as well as the hours when the office is closed (8:00 a.m. – 5:00 p.m.) and on the following holidays (that fall during your time on-call): New Years Eve, New Years Day, Easter, Mother’s Day, Memorial Day, Father’s Day, Independence Day, Labor Day, Thanksgiving Day, Christmas Eve and Christmas Day.

Knowledge, Skills and Abilities:

• This position must have an understanding of and uphold the policies and procedures established by BRG Services, LLC (d.b.a. an independently owned and operated Right at Home In-Home Care and Assistance franchise)
• This position must demonstrate excellent oral and written communication skills and the ability to listen effectively
• This position must have the ability to work independently, maintain confidentiality of information and meet deadlines
• Ability to demonstrate effective interpersonal skills essential as well as sound judgment and good decision-making skills
• Must demonstrate discretion, integrity and fair-mindedness consistent with company standards, practices, policies and procedures
• Ability to organize and prioritize daily, monthly and yearly work
• Ability to establish good working relationships with colleagues, the franchise owner, clients and the community
• Ability to sit at a desk and listen effectively for long periods of time on the telephone
• Ability to present a professional appearance and demeanor
• Ability to operate office equipment
• Must be patient and congenial on the telephone
• Must have computer skills and be proficient in Word and Excel
• Ability to work evenings or weekends as required
• Knowledge of the senior-care industry
• Ability to perform duties in a professional office setting
• Excellent written and verbal communication skills
• Ability and desire to work in a fast-paced challenging environment
• The desire to meet and exceed measurable performance goals
• Naturally curious and passionate
• The technical aptitude to master our every day tools
• Highly self-driven sense of motivation
• Ability to deal with objections
• Fanatical attention to detail
• Willingness and capacity for learning
• Identifying and implementing efficiency improvements
• Technical aptitude and understanding the whole business and how it all fits together
• Ideas are great; collaboration is where company’s improve measurably
• Communication, communication and communication are three keys in our business

Additional (non-essential) Functions

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  Other general office and clerical functions.
• Other duties assigned by the Director of Operations and Chief Growth Officer.
• Work as a caregiver in case of staffing emergency.