Care coordinator job description template

Table 1: Position Identification

1. Position Summary

The Care Coordinator coordinates and monitors individualized care plans and health services for clients across the service continuum. The position serves as the primary operational link between clients, family caregivers, multidisciplinary healthcare providers, community support agencies, and front-line support staff. Operating within [ORGANIZATION_NAME], the role ensures care delivery meets established clinical, organizational, and regulatory standards while supporting client independence and safety. The primary outcome of this role is the timely, safe, and cost-effective delivery of comprehensive care services that respect client autonomy and adhere to applicable provincial standards.

2. Key Responsibilities

2.1 Client Intake, Screening, and Assessment Coordination (15%)

• Coordinates intake workflows by reviewing incoming client referrals, medical histories, and initial service requests within [N_BUSINESS_DAYS] of receipt.
• Conducts standardized non-clinical needs assessments and schedules regulated health professional assessments to establish baseline support requirements.
• Identifies client safety risks, functional limitations, and environmental barriers to inform initial service eligibility and priority level.
• Obtains informed consent and privacy releases in compliance with provincial health information legislation prior to service onboarding.

2.2 Care Plan Development and Service Scheduling (20%)

• Establishes individualized care plans in collaboration with the client, designated family representatives, and primary healthcare practitioners.
• Schedules service visits, nursing appointments, and personal support shifts using [HRIS_NAME] to prevent service gaps and minimize travel time.
• Coordinates medical appointments, community transportation, and specialized equipment deliveries to ensure integrated service execution.
• Updates care plan schedules daily to reflect hospital admissions, discharges, cancellations, or changes in client medical status.

2.3 Service Monitoring, Re-Assessment, and Quality Assurance (15%)

• Conducts scheduled check-ins and formal re-assessments at defined operational intervals to measure progress against care plan goals.
• Evaluates front-line service delivery notes in [HRIS_NAME] to identify deviations from assigned care tasks or unfulfilled service hours.
• Solicits client and caregiver feedback to resolve service delivery complaints before issues escalate to formal grievances.
• Reviews service utilization data monthly against authorized allocations to prevent unauthorized service overruns.

2.4 Multidisciplinary Communication and Case Conferencing (15%)

• Facilitates case conferences with physicians, allied health professionals, social workers, and institutional discharge planners to align clinical objectives.
• Relays critical changes in client cognitive, physical, or psychosocial status to the primary care team within established operational timelines.
• Acts as the primary point of contact for family members, providing factual service updates while adhering to client privacy authorizations.
• Represents [ORGANIZATION_NAME] at community network meetings to maintain partnerships with local healthcare and social service agencies.

2.5 Records Management, Privacy, and Regulatory Compliance (15%)

• Maintains accurate, contemporaneous client case files in [HRIS_NAME] in accordance with professional documentation standards and organization policies.
• Applies provincial health information privacy rules to the collection, storage, sharing, and archiving of personal health records.
• Prepares formal service summaries, reassessment reports, and closure documentation upon client discharge or service transfer.
• Completes internal documentation audits quarterly to verify file completeness, required signatures, and billing accuracy.

2.6 Incident Management, Safety, and Crisis Response (10%)

• Receives, logs, and processes front-line incident reports regarding client falls, medical emergencies, medication discrepancies, or suspected neglect.
• Initiates immediate crisis escalation protocols, notifying [REPORTS_TO_TITLE], family contacts, and statutory reporting bodies as required by law.
• Conducts preliminary factual inquiries into operational incidents to support root-cause analysis and preventive action planning.
• Recommends safety modifications to home or care environments based on documented incident trends and hazard assessments.

2.7 Billing Administration and Funder Reconciliation Support (10%)

• Verifies completed care hours and service units against authorized third-party funder contracts, private insurance, or self-pay agreements.
• Resolves service code discrepancies and missing shift records with administrative staff prior to payroll and billing cutoff dates.
• Submits verified service utilization reports to [REPORTS_TO_TITLE] to support contract compliance and financial reconciliation.
• Informs clients and families of service funding caps, private top-up options, and co-payment obligations prior to service delivery.

3. Qualifications & Experience

Table 2: Position Qualifications

Note: Documented qualifications are bona fide occupational requirements established in alignment with non-discriminatory hiring standards and the duty to accommodate under applicable human rights legislation.

4. Competencies

Table 3: Core Competencies and Behavioural Indicators

5. Working Conditions & Performance Measures

5.1 Physical and Environmental Working Conditions

Table 4: Working Conditions and Physical Demands

Note: Physical and environmental demands listed above provide baseline criteria for return-to-work evaluations, workplace safety audits, and reasonable accommodation planning under human rights legislation.

5.2 Performance Measures

Table 5: Role Performance Measures

5.3 Career Path Progression

• Typical Prior Roles: Community Health Worker, Intake Specialist, Medical Office Administrator, Licensed Practical Nurse (LPN), Social Service Worker, or Client Services Scheduler.
• Typical Next Roles: Senior Care Coordinator, Clinical Team Lead, Care Operations Manager, Client Services Director, or Healthcare Quality Improvement Specialist.

6. Document Acknowledgement

This job description outlines the primary accountabilities, qualifications, and operational expectations of the Care Coordinator role. It is not an exhaustive inventory of all duties, responsibilities, or working conditions that may be assigned. [ORGANIZATION_NAME] reserves the right to modify job duties and working arrangements in consultation with the employee and with reasonable notice to meet evolving operational and client care requirements.

Signatures

Employee Name: [EMPLOYEE_NAME]
Signature: _______
Date: ____

Manager Name: [MANAGER_NAME]
Signature: _______
Date: ____

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