VON Canada

Client Services Representative

• The Client Service Associate (CSA) works as part of a team to facilitate the intake of new clients and the assignment of clients to service providers through VON’s standard operating procedures.
• The CSA ensures that every service provider’s caseload is properly assigned, client expectations are met, and service levels are achieved.
• Maintains service providers schedules (master rotations and availability) as directed by site program management.
• Maintains accurate documentation and communications to clients, service providers and other VON staff.
• Utilizes appropriate customer service and communication skills to obtain information from the client/family where applicable and assigns clients to service providers using Procura software.
• Provides work assignments using knowledge of local geography that meets client need and maximizes continuity of care, while working within the provisions of collective agreements and established planning rules.
• Keeps up-to-date with daily changes such as changes in client service authorizations and/or care plans.
• Reschedules client visits when there is an unexpected change in the current day’s staffing levels such as a sick call.
• Receives and triage information in accordance with defined timelines.
• Enters data referral information and general information in client database.
• Participate with team to address risk management issues.
• Monitors the CellTrak Portal, a quality and risk management tool, to confirm that service providers have arrived and departed from the home safely and that clients are receiving the care that has been ordered (safety/outcomes) to allow timely intervention when service delivery variances are noted.
• Ensures client and staff confidentiality is maintained at all times.

Client Service Associate – Planning & Scheduling

Bookkeeper

• Completes accounts payable vendor set-up into SAP.
• Processes accounts payable invoices and cheque requests, ensures proper approvals, supporting documentation and general ledger coding.
• Accurately records payments and invoices into accounting software (SAP).
• Maintains vendor files both in electronic and hard copies.
• Completes accounts receivable billing batch calculations and uploads into SAP.
• Processes Homecare LHIN billings and reconciles the payments (Ontario region).
• Prepares customer invoices and applies accounts receivable payments received to customer accounts in SAP.
• Prepares bank deposits.
• Produces monthly aged AR reports for sites and provides assistance in collections process.
• Supports the preparation of bank account and balance sheet account reconciliations.
• Prepares the weekly Key Performance Indicator (KPI) statistical reports.
• Ensures accurate and timely preparation of financial reports on a monthly basis for financial analysis and management requirements.
• Assists with other finance duties as required, including preparation of annual budget and audit requirements.
• Performs office administrative duties related to leases, credit cards, telecommunication equipment and expense claims as required.

Client Service Associate – Planning & Scheduling

Finance Clerk