SDS - Case Aide

Oregon Cascades West Council of Governments•Albany, OR

About The Position

The Case Aide provides administrative and unit-specific support to staff in the Senior & Disability Services Program. The position is FLSA non-exempt, eligible for overtime, union represented, and a mandatory reporter by statutory requirement. Duties include data entry, tracking and reporting, communications with clients and staff, support with care plans and authorizations, maintaining client files, reviewing data for quality assurance, and assisting with legal processes. The Case Aide also provides backup support to Case Aide and In-Home Assistant teams. The role requires courteous, respectful, and collaborative service to clients, coworkers, supervisors, and the public. Regular and on-time attendance, participation in meetings and training, and contributing to an inclusive and productive work environment are required. The position receives general supervision from Senior & Disability Services Program Supervisors and has no supervisory responsibilities.

Requirements

  • High school graduation or equivalent and three years of experience, or a satisfactory equivalent combination of education, training, and experience demonstrating the required knowledge, skills, and abilities.
  • Excellent knowledge of business English, spelling, and punctuation.
  • Considerable knowledge of modern office practices and procedures.
  • Knowledge of confidentiality rules regarding client and provider records, including HIPAA regulations.
  • Knowledge of general bookkeeping procedures.
  • Ability to understand verbal and written operating instructions and procedures and initiate suggestions for appropriate involvement.
  • Ability to read, prepare, and understand statistical reports and recognize mathematical and/or data-entry errors.
  • Ability to work courteously and efficiently with staff and the public.
  • Ability to identify and refer significant policy inquiries to a supervisor.
  • Ability to work independently, handle multiple projects and a high volume of work, and initiate work with minimal supervision.
  • Ability to operate standard office machines and equipment and a multi-line telephone system.
  • Ability to communicate effectively orally and in writing and type accurately.
  • Knowledge of and ability to use personal computers, word-processing software, and database software.
  • Skills in performing detailed and complex clerical tasks.
  • Valid Oregon driver's license or ability to travel throughout a two-county area.
  • Successful completion of a criminal history check, driving record check, and fingerprinting.

Responsibilities

  • Enter data in a variety of formats and collect, compile, and retrieve unit-specific tracking information and reports as directed.
  • Communicate with unit staff regarding paperwork and tracking.
  • Answer and return phone calls as appropriate for unit work, including general inquiries and scheduling.
  • Assist with monitoring care plans and communicate as appropriate.
  • Assist unit staff with research and preparation for meetings and presentations.
  • Maintain, communicate, and enter prior authorization information for payment and authorization of ancillary services appropriate to the specific unit.
  • Maintain client files and paperwork according to local procedures and state requirements, including completing narration and/or uploading information to unit-specific data management systems.
  • Reconcile and review client data in various state systems for quality assurance.
  • Assist with receiving, tracking, and following up on legal processes as applicable to the unit.
  • Provide backup support for absences or workload management within the Case Aide and In-Home Assistant teams as needed.
  • Participate in regular meetings and committees and attend training as directed.
  • Work effectively and collaboratively with clients and colleagues from diverse backgrounds in support of an inclusive and respectful environment.
  • Maintain regular and on-time attendance and perform other job-related duties as requested by the supervisor.
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