The document describes the role and responsibilities of a case coordinator. The coordinator is responsible for ensuring the needs are met for a caseload of 50 customers with complex needs. This involves arranging assessments, services, and maintaining customers' quality of life and independence. The coordinator works closely with customers, families, care professionals, and external agencies to arrange support for areas like health, housing, finances, and more. Through relationship building and engagement, the coordinator monitors customers' progress and provides feedback to adapt services to their needs.

1. My current role involves the coordination of a case load of with an average of fifty
customers with a verity of complex needs. My role is to ensure those needs are met,
to arrange assessment and provision of services to ensure the customers quality of
life and independence is maintained to the highest possible standard.
At all times I work with the customer, their family and interested parties including
care professionals offering advice and providing guidance of a practical nature to
support all parties. I arrange and carry out a complete Holistic Needs Assessment
which includes support, care health, housing, mobility, daily living, emotional
wellbeing, benefits and finances. These can be provided either by myself other team
members or external agencies depending on the subject. I work closely with the
principal people involved with the care, support, socialisation and medical assistance
which are required to sustain the customer in the best possible manner.
This involves excellent relevant communication with the customer and their
immediate support network. A trusting working relationship is developed over a
period of time working together. By close engagement and building a supportive
relationship with the Customer, I am able to monitoring their progress and giving
them timely and valued feedback which in turn can be used to adapt the service to
their needs.
I have an excellent fact-finding and problem-solving skill basis and a solution-
focussed approach. I currently act as a knowledge base for Customers their families
and other professionals. I have a very good understanding of services available
across the statutory and voluntary sectors and how these can change with differing
Local Authorities and how verity of funding processes can add to the complexity of
receiving the appropriate service. Through experience, research and understanding
of the different procedures I support Customers in overcoming the complexities of
the different support systems. I feel I am able to offer an excellent information
advice and guidance service. I constantly have to engage with stakeholder
organisations to enable customer’s progress on a long-term basis or on a more
focused goal orientated subject.
Working with the external parties finance lead, I am involved in all appropriate
aspects of the Customer’s budget. I provide external consultants, on the receipt of
costs, instructions to carry out an initial visit. Following the initial visit and the receipt
of reports, clear outline of session’s required and SMART goals I am able to
authorises the sessions. I provide invoicing of services to the customer and produce
regular finance reports to the Director of Finances and Clinical Commissioning
Group on the cost benefit of those services.
My experience is of working as part of a multi-disciplinary team to facilitate and
coordinate services to individuals with physical disabilities, long term health
conditions, those who lack capacity and acquired disabilities. However, my
coordinator role means taking responsibility by ensuring actions agreed are
completed. I am able to work with minimum supervision and organise own workload
however, I have never been too proud to ask for help when I feel I'm not
knowledgeable towards a particular topic.

2. My current role requires me to develop appropriate information and case studies for
internal and external parties. I analyse data from various sources and devise,
implement and review tailored treatment plans. Using that data, I write clear and
concise reports and to secure all customer information in accordance with the Data
Protection Act.
I ensure all customers are receiving statutory health and social care services and in
receipt of all the income and benefits to which they are entitled. When required I
advocate for customers to make decisions for themselves and express their wishes
about what and who they want to provide their future care. This leads to supporting
customers and their families in choosing the agencies and individual to work with
them in an appropriate manner.
I have a good understanding of Mental Capacity Act the court of protection and the
role of Deputies and what determines capacity. I am proficient in keeping up to date
regarding Case Law and other developments e.g. good practice regarding relevant
legislation and disseminating that information to all members of staff.
I have quickly adapted to several CRM products including Achiever and Prime, and
on the former, became proficient to teach new members of staff its operational remit
and how to adapt it to their role.
With a full clean driving licence I have within my previous role travelled throughout
the UK, with occasional overnight stays, to managing my caseloads. I am very
proficient in use of Microsoft Office, Outlook and Internet Explore and experience of
working with databases (see above) to maintain and record client contact. I am
experienced in using my time management skills to update customer records and
producing produce written reports for the personal injury judicial process, whilst
being aware of sensitive personal information which have been using in throughout.