Training & Onboarding Coordinator

Training and Onboarding Coordinator

Job Summary

The Client Coordinator is responsible for ensuring high-quality, timely, and well‑coordinated care for all assigned clients. This role oversees client onboarding, care plan management, scheduling, communication, and documentation to support seamless service delivery. The Client Coordinator serves as the primary point of contact for clients, caregivers, and internal departments, ensuring that all client needs are addressed promptly, accurately, and in compliance with organizational standards and payer requirements..

Responsibilities

1. Client Accountability

• Responsible for overseeing thewell-being, service coordination, and overall care of all assigned clients.

1. Prompt Client Profile Adoption

• Conduct thorough review and verification of all new client profiles to ensure accuracy and completeness.

1. New Client Staffing

• Complete staffing for all new clients within48 hours. Any delays must beimmediatelyescalated to the Branch Manager.

1. Care Plan Adjustment

• Process all updates to client care plans, including service or schedule changes, within 1 hour of receivingnew information.

1. Timely Communication

• Notify supervisors promptly of any changes in client status, details, or care needs to ensure continuity of services.

1. Client Scheduling

• Maintain a clearly defined schedule for every active client on the coordinator’s dashboard, regardless of caregiver assignment status.

1. Thorough Documentation

• Record allclient‑relatedcommunication in the client profile to ensureaccurate, complete, and compliant documentation.

1. Weekly Client Outreach

• 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.

1. Missed Visit Management

• Review missed visits weekly and schedule makeup hours for the following week to maintain service continuity.

1. Service Terminations

• Upon service termination, promptly close the client’s profile after completing a full investigation and documentation of the termination reason.

1. Uninterrupted Services

• Ensure services for IDOA and IDHS clients continue without interruption unless payers explicitly instruct otherwise

1. Service Renewal for VA Clients

• Begin the renewal process for VA clients at least one month before authorizationexpirationto prevent service gaps.

1. Client Monthly Survey Requirement

• Ensure completion of monthly surveys for all clients under the coordinator’s management.

1. Annual Caregiver Performance Evaluation

• Ensure all caregivers serving assigned clients complete an annual performance evaluation

Required Skills/Abilities

• Strong affinity for customer service.
• Excellent organizational and time-management skills.
• Great communication skills.
• Proficient computer literacy.

Education and Experience

• High school diploma or equivalent.
• 24hrs Online Caregiverlist training certificate
• Past experience in intake or medical office administration.

Physical Requirement

• Prolonged period of sitting at a desk and working on a computer