Client Intake - Aged and Disability Care
Core
Guide prospective clients through intake and decision-making for aged care and NDIS services via face-to-face meetings, phone, and email.
Role type
Client Intake Officer
Builds
Active client relationships and referral pipelines for Support at Home (SaH) Packages and NDIS services
Domain
Aged and Disability Care
Deliverable
client delivery
Required skills
face-to-face client engagement, needs assessment, care solution recommendation, onboarding coordination, CRM management, funding and fee communication
Preferred skills
knowledge of Aged Care funding and NDIS frameworks, negotiation, stakeholder relationship building
Responsibilities
Engage with prospective clients to assess needs and recommend care solutions; Coordinate onboarding, documentation, and waitlist management; Generate and manage local referral pipelines; Communicate funding levels and fees to clients; Maintain accurate CRM records and reporting; Collaborate with rostering and clinical teams to align services with care plans
