Archdiocese of San Antonio Careers
Case File & Data Coordinator
Archdiocese of San Antonio Careers, San Antonio, Texas, United States, 78208
Join to apply for the
Case File & Data Coordinator
role at
Archdiocese of San Antonio Careers .
Location: 5315 Summit Pkwy, San Antonio, TX 78210.
Work Hours: 8:30 a.m. – 5:00 p.m.; Workdays: Monday – Friday.
Mission: The mission of Catholic Charities is to provide for the needs of our community through selfless service under the sign of love.
Position Summary The Case File & Data Coordinator works closely with the Program Director of Refugee Support Services (RSS) Education. They will ensure that program client case files and program data/outcomes follow requirements outlined in the partnership agreements and the Texas Refugee Program CMA and RSS Provider Manual. This position ensures that all case files contain chronological, clear, concise, and comprehensive case notes and required client records for each activity in the case file. Program performance outcomes are on track with ensuring programs operate allowable services and activities.
Responsibilities
Conduct regular file reviews and quality assurance checks to ensure documentation is accurate, complete, and current on a monthly, quarterly basis and at random.
Follow grantors program case file check lists and monitoring tools provided by the agency and/or the assigned program funder to ensure programs are following their policies and contracts.
Regularly review program requirements, performance outcome measures, plan of operations, and stay informed of policy changes and revisions.
Verify data integrity and correct discrepancies in coordination with program staff, keeping a record of case files reviewed.
Track due dates for case file reviews, logic model submission, and monthly client counts; follow up actions, notifying staff of upcoming agency deadlines.
Work closely with case managers to gather missing documentation and resolve file issues.
Train program staff in providing proper and required documentation of client records and activity logs, staying informed of funding sources, case file requirements, and timelines.
Train program staff on quality assurance activities and areas of improvement.
Maintain organized, up-to-date client case files (physical and electronic) in compliance with agency, funding, and legal requirements.
Follow all retention program policies according to funding program manuals and contracts.
Enter and update client information in the agency’s case management database(s) promptly and accurately.
Generate reports for funders, program evaluation, and internal use as requested.
Support internal and external file audits, preparing required documentation and addressing findings.
Protect confidentiality of any information or material obtained in service with the organization, including client names, services rendered, donor names, financial information, and investigation results.
Other duties as assigned by RSS Employment & Youth Mentoring Program Director.
Competencies
Teamwork
Communication
Integrity/Honesty
Technology
Results Oriented
Requirements
Education: Associate’s degree preferred but not required; or equivalent of 1-year experience in a social service environment that demonstrates sensitivity and appreciation for diverse cultural populations.
License and Credentials: Reliable transportation; valid driver license, valid vehicle insurance; clean driving record.
Minimum Knowledge and Skills:
Proficient file documentation and record keeping.
Data entry software proficiency (Excel, Adobe).
Knowledge of State and Federal Contracts and Grants.
Knowledge of Program Manuals and Operational Guidelines.
Skill in using personal computer, software, email, and internet.
Detail oriented, organized, self‑motivated, works well independently and on a team.
Strong written and verbal skills.
Problem‑solving and critical thinking skills.
Bilingual language skills are a plus but not required.
Disclaimer: This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job description or to require that other or different tasks be performed when circumstances change (e.g., emergencies, changes in personnel, workload, etc.). This is a grant funded position and salary is dependent on funding availability. Position can be eliminated at any time because of lack of funding to support this position.
Catholic Charities is an Equal Opportunity Employer.
You must apply through our website and complete the application and upload your resume. No phone calls please. If you are chosen for an interview, you will be contacted.
For more information, visit
www.ccaosa.org .
#J-18808-Ljbffr
Case File & Data Coordinator
role at
Archdiocese of San Antonio Careers .
Location: 5315 Summit Pkwy, San Antonio, TX 78210.
Work Hours: 8:30 a.m. – 5:00 p.m.; Workdays: Monday – Friday.
Mission: The mission of Catholic Charities is to provide for the needs of our community through selfless service under the sign of love.
Position Summary The Case File & Data Coordinator works closely with the Program Director of Refugee Support Services (RSS) Education. They will ensure that program client case files and program data/outcomes follow requirements outlined in the partnership agreements and the Texas Refugee Program CMA and RSS Provider Manual. This position ensures that all case files contain chronological, clear, concise, and comprehensive case notes and required client records for each activity in the case file. Program performance outcomes are on track with ensuring programs operate allowable services and activities.
Responsibilities
Conduct regular file reviews and quality assurance checks to ensure documentation is accurate, complete, and current on a monthly, quarterly basis and at random.
Follow grantors program case file check lists and monitoring tools provided by the agency and/or the assigned program funder to ensure programs are following their policies and contracts.
Regularly review program requirements, performance outcome measures, plan of operations, and stay informed of policy changes and revisions.
Verify data integrity and correct discrepancies in coordination with program staff, keeping a record of case files reviewed.
Track due dates for case file reviews, logic model submission, and monthly client counts; follow up actions, notifying staff of upcoming agency deadlines.
Work closely with case managers to gather missing documentation and resolve file issues.
Train program staff in providing proper and required documentation of client records and activity logs, staying informed of funding sources, case file requirements, and timelines.
Train program staff on quality assurance activities and areas of improvement.
Maintain organized, up-to-date client case files (physical and electronic) in compliance with agency, funding, and legal requirements.
Follow all retention program policies according to funding program manuals and contracts.
Enter and update client information in the agency’s case management database(s) promptly and accurately.
Generate reports for funders, program evaluation, and internal use as requested.
Support internal and external file audits, preparing required documentation and addressing findings.
Protect confidentiality of any information or material obtained in service with the organization, including client names, services rendered, donor names, financial information, and investigation results.
Other duties as assigned by RSS Employment & Youth Mentoring Program Director.
Competencies
Teamwork
Communication
Integrity/Honesty
Technology
Results Oriented
Requirements
Education: Associate’s degree preferred but not required; or equivalent of 1-year experience in a social service environment that demonstrates sensitivity and appreciation for diverse cultural populations.
License and Credentials: Reliable transportation; valid driver license, valid vehicle insurance; clean driving record.
Minimum Knowledge and Skills:
Proficient file documentation and record keeping.
Data entry software proficiency (Excel, Adobe).
Knowledge of State and Federal Contracts and Grants.
Knowledge of Program Manuals and Operational Guidelines.
Skill in using personal computer, software, email, and internet.
Detail oriented, organized, self‑motivated, works well independently and on a team.
Strong written and verbal skills.
Problem‑solving and critical thinking skills.
Bilingual language skills are a plus but not required.
Disclaimer: This is not necessarily an exhaustive list of all responsibilities, skills, duties, requirements, efforts or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job description or to require that other or different tasks be performed when circumstances change (e.g., emergencies, changes in personnel, workload, etc.). This is a grant funded position and salary is dependent on funding availability. Position can be eliminated at any time because of lack of funding to support this position.
Catholic Charities is an Equal Opportunity Employer.
You must apply through our website and complete the application and upload your resume. No phone calls please. If you are chosen for an interview, you will be contacted.
For more information, visit
www.ccaosa.org .
#J-18808-Ljbffr