Works as part of a team to facilitate the intake of new clients and assignment of clients to service providers
Ensures service provider's caseload is properly assigned
Maintains service provider schedules as directed by site program management
Maintains accurate documentation and communications to clients, service providers, and staff
Utilizes appropriate customer service and communication skills to obtain information from clients
Provides work assignments using knowledge of local geography
Keeps up-to-date with daily changes in client service authorizations and/or care plans
Reschedules client visits as necessary
Receives and triages information in accordance with defined timelines
Enters referral and general information in the client database
Participates in addressing risk management issues
Monitors the CellTrak Portal to confirm safety and timely intervention

High School diploma and Office administration certificate or equivalent experience required
University/college education preferred
Medical terminology certificate would be an asset
Proficiency in MS Office programs, including Outlook, faxing software, and database management
A minimum of 1 year of experience in a scheduling environment preferred
Experience in a unionized environment considered an asset
Experience in health care environment preferred
Previous customer service experience in a contact center environment is considered an asset
Experience with scheduling software such as Procura an asset

Client Service Associate – Planning and Scheduling

Key skills