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Client Intake Planner
2 weeks ago
The Client Intake Planner role is responsible for the intake and assessment of all Helping Hands Clients, including financial assessments. This position will also support various other functions in the department and organization and, on occasion, provide a back-up function to other roles in various departments of Helping Hands (including Transportation and Client Care). This role also includes membership of the Geriatric Outreach Team (GOT).The position will focus primarily on performing initial assessments and assist clients in accessing appropriate resources to meet their care needs, both internal and externally. This role will adhere to organizational policies and procedures, health and safety initiatives, and client needs. The Client Intake Planner role must ensure that all assessment and administrative functions are conducted in a timely and efficient manner, meeting all organizational requirements with respect to deadlines and policies/procedures. The Client Intake Planner will develop a strong knowledge of all program frameworks at Helping Hands and applicable policy and legislation, such as the Home and Community Care Services Act. This position is required to report any issues, concerns and activities to their supervisor in a timely fashion and to support the department needs to meet client requirements. This position requires regular driving to sites and clients homes in order to fulfill its duties and expectations.
**Required Qualifications**:
- A Diploma or degree in social services or related field;
- Experience with scheduling a fluid work load an asset;
- Strong organizational planning skills;
- Ability to effectively communicate both verbally and in writing;
- Experience completing various client assessments an asset;
- Computer proficiency, with knowledge of assessment software, AlayaCare, and Microsoft Office Solutions;
- Proven ability to multi-task, prioritize and work in a fast-paced work environment;
- Must have the ability to plan, organize, develop, implement and interpret the existing and new programs, goals, objectives, policies, procedures, etc.;
- Ability to work well independently;
- High level of integrity, confidentiality, and accountability;
- Must have valid driver’s license and reliable vehicle;
- Indigenous Cultural Safety Training; and
- Proficiency in French Language an asset.
**Description of Duties and Authority**:
- Conduct Assessments (RAI CHA, financial, etc.), including initial and re-assessments required for Helping Hands; act as a designated User Coordinator/Viewer and back up Uploader for RAI CHA assessments;
- Provide soft admission of Transitional Bed clients at site on day of arrival in support of Assisted Living Program Manager;
- Conduct Financial Assessments as per organizational policies and procedures;
- Conduct Assessments both in-home and over phone, as per organizational and client requirements;
- Assist with referral management through HPG;
- Assist Managers with program waitlist through HPG;
- Ensure administrative functions are completed in a timely and efficient manner;
- Act as a point of contact for clients for program information and intake process;
- Provide ‘Client First Response’ and reception services, on an as-needed basis;
- Maintain and track due date of RAI’ for all applicable clients;
- Conduct site visits, as directed by the Director of Operations;
- Assist Managers with QIP standards;
- Assist Managers with assessing, investigating and following up on incidents related to clients;
- Providing data entry duties including entering assessment information, statistics, etc.
- Ensure safety protocols and procedures are adhered to at all times; promote safe work activities by participating in safety initiatives, training and attending safety meetings, as needed. This may also include acting as the Employee Representative for the organization;
- Act as back up for MOW department;
- Act as back up for CFR department;
- Follow all administrative and operational policies and procedures;
- Bring to the attention of the Director of Operations any incidents, complaints, and/or accidents in the organization. Such issues are to be reported immediately or as soon as practical
- Prepare a variety of documents including reports, memos, etc. for the purpose of documenting activities and conveying information on best practices;
- Respond to inquiries from a variety of different parties including staff and management (internal) and clients (external) by providing adequate and correct information answering questions and/or concerns;
- Attend meetings as required;
- Respond to emergencies (including afterhours situations) for the purpose of addressing immediate safety or client care concerns;
- Assisting the Director of Operations with after-hours call duties, as needed;
- Initiate and maintain strong working relationship with Patient Navigators and Client Coordinators at hospitals in respective sub-regions;
- Adhering to and re-enforcing the o