Client Coordinator

POSITION SUMMARY:
The Client Coordinator is responsible for ensuring the overall operations and services re being delivered according to state
and federal regulations, agency policy and procedure and according to the agency’s mission. The Client Coordinator
serves to provide leadership, direction, and training in order to supervise the overall development of a specific program.
Client Coordinator also supervises the habilitation of persons with developmental disabilities. Utilizing the
Interdisciplinary Team approach, develop implementation strategies which outline services and supports for individuals so
they may work towards the outcomes detailed in their Personal Plan.
The Client Coordinator oversees the treatment process, ensuring implementation of team recommendations by all
members of the Interdisciplinary Team. The Client Coordinator is responsible for ensuring service provision by all
disciplines represented on the treatment team. The Client Coordinator meets routinely with other Team Clinicians for
coordination and integration of services. The Client Coordinator coordinates with the Program Coordinator(s) and staff
and the provision of individual and day program services as well as the maintenance of a therapeutic milieu which is
conductive to participants’ health and well-being.
The Client Coordinator coordinates and oversees the development and implementation of each Life Plan in accordance
with regulations. For new individuals, the Client Coordinator works with the Intake Department and completion of a
required documentation for compliant intake procedures. The Client Coordinator ensures timely completion and
submission of required IDT documentation to the Day Program Director or designee and the team. The Client Coordinator
accepts primary responsibility for development of program goals and methodologies and for supporting the DSPs to
correctly implement and document such activities. The Client Coordinator is primarily responsible for ensuring the goals
and activities are developmentally appropriate and are in response to identified prioritized needs, and to relay relevant
information to the team. .
The Client Coordinator ensures provision of integrated services to individuals by fostering within each Team an
awareness of the need for service integration, coordinating service delivery and planning activities with day program
services, monitoring service provision by agency clinical staff, consultants and community based vendors, and ensuring
services are in accordance with IDT treatment recommendations.
The Client Coordinator ensures provision of a therapeutic environment through regular staff and individual observations,
initiating corrective actions when necessary to ensure provision of coverage levels consistent with the treatment needs of
the individuals and regular monitoring of the day program setting to ensure maintenance of an atmosphere conducive to

individuals; development and well-being, where the rights of each individual are upheld and respected. The Client
Coordinator regularly records progress of individuals and documents all changes in Plans of Care / ISPs according to
procedures established by the agency.
The Client Coordinator reports regularly to the Supervisor on issues of program compliance, noncompliance, and remedial
actions taken to correct deficiencies. The Client Coordinator identifies needs and requests supports, assistance or direction
to meet service needs and ensure program compliance. The Client Coordinator participates in clinical reviews, incident
review and human rights committee meetings and other meetings as directed by Supervisor. As schedule allows, the
Client Coordinator is the primary chair on behalf of the agency in the Life Plan Meetings. The Client Coordinator reviews
documentation and provides technical assistance or direction to program management and staff.
REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:
Employee must possess the ability to interact with individual and staff professionally and ethically, understand
and implement service plans, and to complete all required documentation clearly, legibly in a timely manner.
Previous experience working with individuals with IDD/Mental Illness is required and proven experience managing
teams. Competency in Microsoft applications including Word. Previous experience in a Day Support Program for
individuals with an IDD or Special Education teaching/learning environment is preferred. Previous experience in the care,
training, habilitation and development of individuals with an IDD or IDD/mental illness. Employee must possess the
ability to interact with individual and staff professionally and ethically, understand and implement service plans, and to
complete all required documentation clearly, legibly in a timely manner.
Must have a passion for and desire to work with people with intellectual disabilities and other physical or mental
disabilities. Knowledge of basic human physical and psychological needs. Knowledge of simple health and safety
precautions. Knowledge of simple nursing care, first-aid, behavior management, personal and environmental
hygiene. Ability to write progress and behavior reports using a professional, objective style and voice. Ability to use
computers and other electronic equipment. Ability to interact with individuals, community members and other
treatment team members. Ability to read and comprehend technical training manuals. Ability to follow written and
oral instructions course of action. Ability to learn basic operation and maintenance of adaptive equipment. Ability to
be supportive and patient. Ability to be a team player. Ability to observe, record and report participant’s behavior,
attitude, and physical condition. Ability to prioritize conflicting deadlines. Ability to observe, record, and report
participant’s behavior, attitude, and physical conditions. Ability to obtain First Aid/CPR certification and Medication
Administration Training.
ESSENTIAL RESPONSIBILITIES:
1. Maintain all individual Day plans and update each plan as needed.
2. Attend all Individualized Service Plan meetings, and applicable reviews.
3. Develop goals for the individual, ensure individual’s progress, review such progress daily, and trend individual
progress data on a monthly basis, documenting all outcomes and make appropriate recommendations.
4. Responsible to assist in the individual and his or her advocate in obtaining all services outlined in the Day Habilitation
Plan.
5. Responsible to complete monthly progress notes for all participating individuals.
6. Maintain all individual Habilitation plans and update each plan as needed.
7. Identify needed trainings for Direct Support Professionals to ensure adequate services.
8. Responsible for handling all issues with the parents of the individuals assigned.
9. Ensure that issues with parents, family, advocates or residential staff are communicated with management.
10. Conduct frequent and routine program observations to observe goal implementation and individuals’ response to
services.
11. Conduct compliance reviews of the program to ensure state and agency record and program compliance and monitors
and reviews all general events and incidents and develops systems to ensure the health and safety of individuals.

Identifying risks and developing corrective plan to avoid potential incidents. Review all records and documentation
prepared by the Client Coordinators on a regular basis to ensure compliance.
12. Maintaining program records and ensuring compliance ongoing, which include but not limited to Life Plans, Staff
Actions, IPOP, Assessments, Level of Care and DDP2. In addition to ensuring these plans and records are consistent
with other clinical service plans, such as PONS and BSP.
13. Evaluation of individual's strengths needs and develop Habilitation Plans, designed to develop personal and life skills.
14. Participate in the development of Life Plan in relations to the day program services.
15. Develop and supervise the implementation of the Staff Action Plan (SAP)/Day program Habilitation Plan (DHP)
goals and the Individualized Protective Oversight Plan (IPOP)
16. Monitor the progress of individuals and write the monthly progress notes.
17. Review all Interdisciplinary Team summaries/ reports and recommendations to ensure implementation and follow up.
18. Ensure timely completion of Client Coordinator summaries for monthly, semi-annual and annual reviews. Submit
semi-annual and annual reviews to Care Managers for inclusion in the Life Plan.
19. Attend Life Plan (Individualized Service Plan) meetings (Annual review and 6-month review), monthly staff
meetings, and Interdisciplinary Team (IDT) meetings
20. Maintains effective communication and adequate follow up with individuals’ teams, staff and family for quality
continuity of care and qualified services
21. Complete addendum/changes to Day program Habilitation Plans as per team agreement.
22. Maintain contact with the individual's family, Care Manager, Behavior Intervention Specialists, Nurses, Residence,
treatment centers, and other agency programs to ensure continuity of services
23. Review and update annually and as needed, the IPOP, Assessment and other plans according to the individual's needs,
strengths and necessary supports. Ensure timely completion of all annual evaluations/ assessments by various
professionals.
24. Participate in the internal audit process. Review deficiencies with IDT and follow-up with appropriate parties.
25. Ensure that all Life Plans, Staff Actions, Monthly Notes, Daily Service Documentation data is complying according to
OPWDD and OMIG requirements.
26. Responsible to review the weekly billing, approve and submit service documentation for billing processes.
27. Notify team members, parents, guardians, relatives and day programs of all team meetings, reviews and apprise them
of all habilitation changes affecting individuals.
28. Provide training to staff on Day program Habilitation Plans to ensure the appropriate implementation of plans
29. Along with the Program Coordinator, assist with leading team meetings.
30. Along with the Program Coordinator, assist with admissions and discharge procedures; such as team meetings,
evaluation, program documentation, etc.
31. Coordinates and ensures the overall development, periodic evaluation, and review of each individual's individual plan
of care and supervises the delivery of training and rehabilitative services relative to this plan of care.
32. Coordinates monthly and/or semi-annual progress of each individual relative to the established program goals and
objectives, and will document all progress, lack of progress or regression in measurable terms.
33. Will remain familiar with assigned individual's programming plans and protocols, current status, and family or agency
interaction as it pertains to each individual.
34. Maintain a uniform record keeping system that ensures consistency, confidentiality, and company standards.
35. Responsible for the enforcement of Company Policies and Procedures
36. Support the mission and vision of the organization.
37. Performs other related duties as requested by supervisor.

Qualifications

QUALIFICATIONS:
Required:
 Associates Degree in the Human Service-related field (or equivalent credits), with four to six years’ work
experience in the OPWDD and serving the intellectually developmentally disabled population ,or;

 High School Diploma/GED with seven to ten years’ work experience in the OPWDD and serving the
intellectually developmentally disabled population, and;
 Must be experienced in handling confidential information in the strictest manner, can multi-task and analyze
problems and determine corrective measures. Self-starter, takes initiative and goal-oriented professional with the
ability to work independently in an organized manner and be an effective part of a team, in a fast-paced
environment with the ability to effectively collaborate with others. Evidence of ability to prioritize, manage and
complete task and projects with tight deadlines and;
 Successful completion of delegated and assigned trainings determined by agency and supervisor which may
include SCIP, AMAP, and CPR/First Aid certifications and familiarity with OPWDD regulations. Obtain a valid,
unrestricted NYS Driver’s License in accordance with Agency Standards.
Preferred:
 Obtain previous noted requirements and;
 Bachelor’s Degree in the Human Service-related field, with three to five years’ work experience in the OPWDD
and serving the intellectually developmentally disabled population, and;