Appointment Setter

Schedule/Coordinate Routine Appointment Scheduling for Doctor, Eye and Dental   Appointments.

Schedule transportation to or from appointment(s), if applicable.

Call, email, and/or text appointment reminders.

Gather and complete  patient information prior to medical appointment(s).

Maintains contact with clients, notifying them of any scheduling changes/cancellations. 

Add, cancel or make changes to appointments.

Perform patient intake, including the completion and submittal of all necessary records.

Resolve appointment conflicts.

Conducting care-planning assessments to identify needs, problems and eligibility for assistance.

Assist with locating Respite Care/Emergency Placement(s), Medication Management/Reminder, Case Management.

Coordinate referrals to specialists to avoid future problems and to conserve assets.

Coordinate transportation to or from appointment(s).

Providing client and family advocacy. 

Selecting, coordinating and monitoring in-home help and other services.

Maintains files and databases.

Assists with  medical record duties such as completing and processing health history forms, etc.

Locate Primary and Specialist Provider Care.

Locate Behavioral Health and Substance Abuse Services.

Locate/Schedule Routine Appointment Scheduling for Doctor, Eye and Dental   Appointments.

Automated Appointment Reminders.

Customize Plan of Care.

Schedule, coordinate and monitor incontinence and urological supplies, i.e., catheters, and disposable undergarments.

Order/Reorder Prescription/ Medication Supplies.

Coordinate referrals to Meals on Wheels Services and other community resources.

Coordinate/Conduct Service Verification and Background Checks.

Assist with applying for Healthcare Services. 

Screening, arranging and monitoring in-home help and other services.  

Monitor clients are connected with the correct medical services.

Conduct unannounced/announced Wellness/Welfare checks. 

Monitor client’s healthcare services are carried out in a timely manner. 

Monitor all dental and medical appointments are scheduled and attended. 

Coordinate Personal Emergency Response System services, which brings help at the push of a button, 24/7. 

Monitor client’s basic needs are met.

 Monitor client’s placement/environment/facilities responsible for their care are safe. 

Monitor client’s placement(s)/caregiver(s) fulfillment obligation. 

Monitor clients are not financially exploited or financially abused. 

Monitor client’s medication to prevent overmedication/outdating or under medicating. 

Acting as a liaison, point-of-contact to families and/or relatives to bridge the gap.

Schedule & coordinate incontinence & urological supplies, (i.e., catheters & disposable undergarments).

Schedule, coordinate & monitor clients for medical supplies/ equipment, i.e., walkers, nebulizers, & wheelchairs). 

Watch for warning signs that might indicate elder abuse. 

Monitor client for signs of abuse, neglect, & exploitation by caregiver/residence. 

Locate senior, group & assisted living facilities available that best meets their needs. 

High Risk Welfare Checks/ Wellness Calls/ Post Discharge Calls/Visits/

Courtesy & Welfare Checks

Assist client/family with locating placements that meet the client's needs. 

Ensuring progress & services are appropriate & alerting families of problems.

Conducting assessments to pinpoint the desires, difficulties and needs of the client. 

Selecting, coordinating and monitoring in-home help and other services. 

Offering referrals to specialists to avoid future problems and to conserve assets. 

Act as a liaison/ point-of-contact to families/relatives at a distance. 

Monitoring progress of services.