Intake and Client Coordinator

Intake and Client Coordinator

Job Title: Intake and Client Coordinator
Location: Escondido, CA
Company Name: CA59, SYNERGY HomeCare of Escondido, CA

Company Description:
At SYNERGY HomeCare, we build connections and forward momentum in people's lives. We call it the Synergy Effect. We believe our purpose is to provide the best care possible. Equally important is helping people feel, see, and experience more in their lives.

Job Summary:
We are seeking an Intake & Client Coordinator to join our independently owned and operated national agency. As an Intake & Scheduling Coordinator, you will support both client intake and caregiver scheduling, helping create a world of care at home for people of all ages and abilities.

Primary Responsibilities:

• Communicate with prospective clients and families

• Manage client intake calls and gather essential information

• Provide exemplary customer service and support

• Assist with home assessments and office tasks as needed

• Schedule caregivers with clients and communicate updates to all parties

• Confirm and update caregiver availability, including vacation, sick time, and holidays

• Document caregiver skills and attributes to ensure strong client-caregiver matching

• Follow up with new caregiver hires to explain scheduling processes

• Build and maintain strong rapport with caregivers and clients

• Conduct new-hire orientation and assist with training

• Must be able to provide client care during periods of low staffing coverage or step in to cover clients when their assigned caregiver calls off.

Requirements:

• Experience: Minimum of one year of experience in a home care, healthcare, caregiving, or scheduling environment required. Previous home care intake, client coordinator or scheduling experience strongly preferred.

• Education: High school diploma required. Associate degree or higher in Healthcare Administration, Business Administration, Nursing, Health Sciences, or a related field preferred.

• Scheduling and Coordination: Ability to manage caregiver schedules, coordinate client assignments, fill open shifts, and respond quickly to last-minute call-offs and staffing shortages.

• Client Intake: Experience gathering new client information, coordinating initial assessments, and ensuring a smooth onboarding process before caregiver assignments are finalized.

• Customer Service: Exceptional customer service skills with the ability to communicate professionally and compassionately with clients, families, caregivers, and referral partners.

• Communication: Strong verbal and written communication skills, with the ability to handle sensitive situations and resolve concerns professionally.

• Organization and Time Management: Excellent multitasking, prioritization, and organizational skills with strong attention to detail.

• Problem-Solving: Ability to think critically, work independently, and make quick decisions to maintain appropriate client coverage and continuity of care.

• Technology: Proficiency in Microsoft Office, email, scheduling platforms, and data entry. Ability to learn and navigate home care scheduling and client management software.

• Flexibility: Willingness to assist with scheduling emergencies, caregiver call-offs, low-coverage situations, and occasional direct client care coverage when needed and qualified.

• Teamwork: Ability to work collaboratively with office staff, caregivers, clients, and families while maintaining a positive and professional attitude.

Benefits:

• Competitive pay ranges between ($24 to $28/hour)

• Liability Insurance, Workers' Compensation coverage, and unemployment insurance

• Mileage compensation

If you would like to join our outstanding team at SYNERGY HomeCare, apply today!