Care Coordinator

This is a fully remote position, open to applicants in Canada.

📋 Description

• Directly report to the Team Lead.

• Collaborate closely with referral sources, clinics, and other stakeholders to effectively manage referrals.

• Review funder case documentation for accuracy and request any missing information.

• Screen referrals for possible conflicts of interest.

• Schedule assessments and treatments, ensuring clients are confirmed in the scheduling system.

• Upload referral and medical information while completing client profiles in Central Office and ClinicMaster.

• Finalize files and follow up with referral sources to obtain missing information.

• Adhere to CBI Health best practices and privacy policies.

• Work with the Team Lead to address execution gaps and identify opportunities for improvement.

• Communicate with clients and funders regarding scheduling and information management.

• Answer phone calls, take messages, and ensure timely follow-up.

• Maintain a thorough understanding of privacy, confidentiality, and code of conduct policies.

• Build relationships with referral sources to understand their needs.

• Facilitate the navigation of service offerings between referral sources and clinical teams.

• Meet or surpass funder referral requirements and operational efficiency targets.

• Report obstacles to achieving KPIs to the Team Lead.

⛳️ Requirements

• A minimum of 2 years’ experience in a customer service position.

• Post-secondary education in medical office/business administration, or an equivalent qualification.

• Proven track record in delivering client experience within a multi-site booking environment.

• Exceptional attention to detail and a well-organized approach to general administration.

• A strong commitment to organizational and operational efficiency combined with a genuine desire to assist others.

• Capability to thrive in a team setting, manage multiple tasks, and meet deadlines.

• Flexibility to adapt to changing priorities.

• Bilingualism in English and French is considered an asset.

🏝️ Benefits

• Ongoing learning and skills development opportunities, including management pathways.

• Competitive salary package.

• Comprehensive benefits and rewards program.

• Group health, dental, and vision benefits fully covered by the employer.

• Accommodations provided throughout the hiring process.