Intake Coordinator

7 days ago

Ottawa, Ontario, Canada CBI Health Full time

Intake Coordinator - Remote:


CBI Health is Canada's leading community healthcare provider, and our passionate team is at the heart of what we do.

Every day, our 13,000 staff make a meaningful difference in our clients' lives as we live the core values that define us:
heart, respect, reliability, teamwork and innovation.

Along with mentoring and continuous learning opportunities to help advance your career, we are building a culture of inspiration, recognition and celebration for the meaningful work our team does every day, all across the country.

Join CBI Health and find where your better begins.

About this opportunity
The starting salary for this position is $39,000 per year.

This is a remote, work-from-home position supporting our Ottawa office.

Take an inside look at what you'll do each day

  • Ensure appropriate assessments, clinician and clinic team members are identified (contact with referral source and/or clinician may be required)
  • Follow up with all referrals, tracking clients in internal tracking system
  • Monitor and track reports on a daily basis to facilitate timely delivery to referral source
  • Build relationships with clients and stakeholders
  • Keep up to date with protocols, procedures and workflows, and ensure correct procedures and SLA targets are met, depending on the type of intake and contract
  • Ensure that set team goals are achieved by providing optimal service
  • Demonstrate a strong sense of responsiveness in booking the first assessment and followups
  • Perform accurate, detailed data entry with notes capture
  • Follow appropriate escalation procedures
  • Contribute to team success by supporting, and participating in, new staff training
  • Assist with adhoc projects
  • Provide continual feedback on process improvements

What you need to be successful

  • At least 2 years' customer service experience in an office environment with clientfacing responsibilities
  • A college diploma or bachelor's degree in a related field is an asset
  • Proficiency in Microsoft Word and Excel, and quick adaptability to new processes and systems
  • A proactive, solutionsoriented approach and the ability to navigate multiple systems and do multiple tasks simultaneously
  • Effective communication skills, both verbal and written
  • Enthusiasm for working on a team and contributing to team results and success
  • Superior customer service skills that reflect sensitivity to the needs of clients

What CBI Health offers you

  • Continuous learning and skills development, including management opportunities
  • Training and mentoring from a national network of experts
  • Competitive compensation with comprehensive benefits and rewards package, including group health, dental and vision benefits, paid 100% by the employer
  • Flexible hours, which allow worklife balance and focus on quality of life

About us
For millions of Canadians, CBI Health is where better begins.

We are Canada's leading community healthcare provider, reliably delivering innovative rehabilitation and home care programs that help our clients achieve their health goals.

With 250+ locations and supporting more than 800 communities, people are at the heart of what we do.

Every day, all across the country, our 13,000 staff work together to make a meaningful difference in our clients' lives and help shape healthcare for the better.

Learn more at


CBI Health is proud to be recognized by Deloitte as one of Canada's Best Managed Companies for the 15th year in a row.

A huge thank you to all our team members, whose dedication, passion, and innovation have enabled us to achieve this recognition year after year.

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