Client Service Associate (CSA) - Planning & Scheduling - Part-time 0.6

The Client Service Associate (CSA) works as part of a team to facilitate the intake of new clients and the assignment of clients to service providers through VON’s standard operating procedures.

Requirements

• Maintains service providers schedules (master rotations and availability) as directed by site program management.
• Maintains accurate documentation and communications to clients, service providers and other VON staff.
• Utilizes appropriate customer service and communication skills to obtain information from the client/family where applicable and assigns clients to service providers using Procura software.
• Provides work assignments using knowledge of local geography that meets client need and maximizes continuity of care, while working within the provisions of collective agreements and established planning rules.
• Keeps up-to-date with daily changes such as changes in client service authorizations and/or care plans.
• Reschedules client visits when there is an unexpected change in the current day’s staffing levels such as a sick call.
• Receives and triage information in accordance with defined timelines.
• Enters data referral information and general information in client database.
• Participate with team to address risk management issues.
• Monitors the CellTrak Portal, a quality and risk management tool, to confirm that service providers have arrived and departed from the home safely and that clients are receiving the care that has been ordered (safety/outcomes) to allow timely intervention when service delivery variances are noted.
• Ensures client and staff confidentiality is maintained at all times.