Client Coordinator

Preferred Podiatry Group Northbrook , IL 60062

Posted 3 weeks ago

Do you enjoy solving puzzles and finding the most efficient way to do things?

Basic Summary of Position:

If you are looking for a company that prides itself on being the best in the industry and love to be challenged with the opportunity to grow your career and make a direct impact on our business, then look no further! We are expanding and looking to add to our motivated team of individuals that pride themselves on their strong critical thinking skills, dedication, team focused mentality, and our “can-do/go-getter” attitude.

Main Focus:

  • Day-to-day communication with facilities
  • Assists the Care Manager
  • Preparing for and organizing visits between Physicians and facilities
  • Ensuring accounts are accurately configured in Salesforce on an ongoing basis
  • Consistently updating patient lists with facilities
  • Verifying that progress notes are successfully sent in a timely manner
  • Customer Delight

Daily Tasks:

  • Triage incoming calls/emails/faxes
  • Initial/Maintenance Call (10 business days prior to visit)
  • Confirm next visit date and time
  • Confirm NDOS list was received
  • Inquire if any residents need to be added/removed
  • Ensure that visit doesn’t conflict with activity/outing
  • Confirm correct contact info/person
  • Inquire if any patients need to be assessed for DME
  • Ask for feedback
  • Follow up on prior requests/complaints
  • Update account configurations – NDOS correspondence, bed count, HPA, etc.
  • Report early warning signs to FRL
  • Visit Reminder Email – (2 business days prior to visit)
  • Send updated NDOS to provider/facility if recent referrals/discharges received
  • Remind provider of any requests/feedback/priority patients from initial call
  • Update late chart report
  • Verify progress notes were sent successfully (run report?)
  • Coordinate acute calls with provider and follow through to ensure completion
  • Upload consents/discharge lists/demographic paperwork

Knowledge, Skills, and Abilities:

Education: High School diploma or equivalent required. Some college experience preferred.

Experience: 1-2 years’ experience preferred, but willing to train.


  • Ability to multitask
  • 60 WPM
  • Good phone presence/customer service skills
  • Experience with Salesforce preferred
  • Experience with EMR/HER preferred
  • Willing to work as a team
  • Self-starter
  • Critical thinking skills
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Client Coordinator

Preferred Podiatry Group