Client Intake Coordinator

Ardenwell Home Care • Houston, TX

5d • Onsite

About The Position

The Client Intake Coordinator is responsible for completing in-home intake and admissions assessments for new clients. This role involves meeting with clients and families to assess their care needs, routines, preferences, goals, and requested services. The coordinator will also conduct home walkthroughs to identify safety concerns and develop individualized service plans. They will review essential intake paperwork, client rights, agency policies, and service expectations, ensuring all documentation is accurate and submitted promptly. The position requires clear communication of client needs to agency leadership for a smooth start of care and effective caregiver matching. The Client Intake Coordinator will provide a professional and compassionate experience, representing Ardenwell Home Care in interactions with clients, families, healthcare professionals, and the community. Additionally, they may assist with marketing and outreach activities and accept optional caregiver shifts when available, providing direct non-medical care. Maintaining client privacy and confidentiality is paramount, adhering to HIPAA and agency standards. Other intake, client service, outreach, or operational duties may be assigned as needed.

Requirements

• Must be at least 18 years of age.
• Authorized to work in the United States.
• High school diploma or GED.
• Previous experience in home care, healthcare, senior services, customer service, social services, client relations, or a related field.
• Able to pass a criminal background check in accordance with Texas Health and Human Services requirements.
• Able to successfully complete all pre-employment screening required by Ardenwell Home Care.
• Valid driver's license, reliable transportation, and proof of current automobile insurance.
• Ability to travel throughout Ardenwell Home Care's service area for accepted assignments.
• Strong communication, interpersonal, organizational, and customer service skills.
• Ability to work independently, gather detailed information, and complete documentation accurately.
• Basic computer and smartphone proficiency.
• Professional appearance and demeanor.
• Ability to maintain client confidentiality and handle sensitive information appropriately.

Nice To Haves

• Experience with client intake, admissions, assessments, service planning, or care coordination.
• Previous home care, caregiving, CNA, PCA, or similar experience.
• Experience working with seniors, individuals with disabilities, or their families.
• Experience with community outreach, senior expos, health fairs, or marketing events.
• Familiarity with electronic documentation or home care management software.
• CPR and First Aid certification.

Responsibilities

• Complete in-home intake and admissions assessments for new clients.
• Meet with clients and families to assess care needs, routines, preferences, goals, and requested services.
• Conduct a basic walkthrough of the home to identify potential fall hazards, accessibility concerns, or other factors that may affect the safe delivery of services.
• Develop individualized service plans based on the client's assessed needs, preferences, and authorized services.
• Review required intake paperwork, client rights and responsibilities, agency policies, service expectations, and other admission information with clients or their authorized representatives.
• Review approved services and rates with clients and families and refer questions involving pricing exceptions, contracts, or billing concerns to agency leadership.
• Obtain required signatures and ensure intake documentation is complete, accurate, and submitted to the agency in a timely manner.
• Communicate relevant client needs, concerns, preferences, and other information to agency leadership to support a smooth start of care and appropriate caregiver matching.
• Provide clients and families with a professional, compassionate, and welcoming experience while representing Ardenwell Home Care.
• Assist with senior expos, health fairs, community events, and other marketing or outreach activities when opportunities are available and accepted.
• Represent Ardenwell professionally when interacting with prospective clients, families, healthcare professionals, community organizations, and potential referral sources.
• Accept optional caregiver shifts when offered and based on availability, providing direct non-medical care in accordance with the client's service plan and agency policies.
• Maintain client privacy and confidentiality in accordance with HIPAA and agency standards.
• Assist with other intake, client service, outreach, or operational duties as needed and based on availability.

Benefits

• Compensation for client intake assignments at a predetermined flat rate per completed intake assignment.
• Compensation for direct caregiving hours at the applicable predetermined hourly caregiver rate when accepting a caregiver shift.
• Compensation for community events, training, meetings, or other assignments will be communicated as applicable.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED