Client Services Analyst - Short-Term

Catalight
•$65,000 - $74,000•Onsite

About The Position

The Client Services Analyst (CSA) reports to an Assistant Manager, Client Services in the Easterseals Northern California Family of Companies. The CSA is responsible for developing a care team and schedule for designated/assigned number of clients. The CSA is responsible for analyzing practitioner availability to build a client team based on client availability and independently presenting it to caregivers, while managing the assigned client schedules to ensure that all state and funder source requirements are met.

Requirements

  • 2+ years of experience in a scheduling/customer service role.
  • Must be able to communicate effectively within the work environment, read and write using the primary language within the workplace.
  • Visual and auditory ability to work with clients, staff and others in the workplace continuously.
  • Frequent speaking and listening (25-75%) to clients, staff, and others in the workplace.
  • Utilize computer and cell phone for effective communication.
  • Proficient in Microsoft Office (Outlook, Word, Excel, etc.), especially Excel and related computer software.
  • Experience analyzing various scenarios to identify the most effective utilization of staff to meet client needs.
  • Knowledge of scheduling systems and processes.
  • Knowledgeable in a variety of service lines with expected direct treatment care hours minimum ratio to meet standard obligations as outlined by Department of Managed Health Care (DMHC).
  • Appreciates and demonstrates collaboration across teams.
  • Serves as a role model, bringing our core values to life in your work.
  • Appreciation for cross-departmental collaboration.
  • Work in an exciting, fast paced high energy environment while effectively multitasking and managing day-to-day responsibilities without supervision.
  • Personable; able to work comfortably with individuals at all levels within the organization.
  • Excellent verbal and writing communication skills; frequent proofreading and checking documents for accuracy.
  • Strong skill in managing conflicting priorities.
  • Knowledge of multiple historically excluded groups with knowledge in I/DD (intellectual and developmental disability) communities.
  • Approaches work with a growth mindset, welcome feedback, and understand that humans all have biases and are imperfect as a baseline.
  • Experience working and communicating with families.
  • Sensitivity to working with an ethnically, linguistically, culturally, and economically diverse population.
  • Navigates ambiguity with an excitement for problem solving.
  • Commitment to meet agreed upon deadlines on time or ahead of schedule.
  • Transparent on action, pursuits, and outcomes.
  • A commitment to the values of the organization while demonstrating good judgment, flexibility, patience and discretion when dealing with confidential and sensitive matters.
  • Comfortable working independently, with focus on excellent customer care and service.
  • Ability to understand your physical, mental, social, and financial wellbeing needs with a willingness to co-create boundaries that allow you to sustainably show up and honor your humanity.
  • Capacity to contribute to and help cultivate effective + sustainable wellbeing driven spaces.
  • Ability to obtain and maintain criminal record clearance through the Department of Justice (DOJ). The People & Performance Department must analyze DOJ/FBI live scan reports in accordance with applicable Federal, State, and Local laws, as well as fitness for the position.
  • Ability to obtain and maintain clearance through the Office of Inspector General.
  • Must attend any required training.

Nice To Haves

  • AA degree preferred.
  • Experience in a healthcare setting preferred.
  • Bi-lingual in Cantonese or Spanish a plus.

Responsibilities

  • Handle a variety of complex escalations directly with caregivers and clinicians by independently de-escalating situations and identifying alternative solutions that align with schedule offer requirements.
  • Independently responsible for management of assigned group of clients, ensuring client schedule offers are made within required timeframes and meet requirements based on service type and authorized hours.
  • Form new treatment groups for clients by utilizing matching criteria and re-group recommendations.
  • Maintain ongoing group treatment that may require movement to existing placements.
  • Ensure full recurring schedule offers are presented to begin within 10 business days of a client’s assessment report being approved or acceptance of a direct to treatment client.
  • Collaborate with provider clinical and administrative teams to meet client direct care hours needed.
  • Ensure all assigned clients receive appointment offers every 10 business days to remain in compliance with California’s timely access to care regulations.
  • Provide coverage and support for other Analysts as needed.
  • Receive inbound and place outbound phone calls, respond to emails and correspondence in custom application.
  • Maintain accurate and reliable documentation at all times in client health care records.
  • Responsible for efficiently analyzing reports that support client hours management and staff hours.
  • Design schedules for clinical management that strategically optimize their time for client facing appointments.
  • Responsible for managing a personal work queue of a high volume of incoming requests from clients, caregivers, and clinical team members.
  • Provide responses or resolutions that are aligned with timely action agreed upon as a shared service.
  • Meet regularly with clinical management regarding client schedules.
  • Intermittently provide backup and support to other Client Services roles as needed.
  • Other duties as assigned.
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