Aging Life Care Association®

Manager

• Provide a holistic, client-centered approach to caring for clients
• Conduct assessments and continuous reassessments
• Manage comprehensive care involving medical and cognitive challenges of aging
• Develop and implement comprehensive care plans
• Track, assess, and document client condition, preference changes, problems/opportunities, medical orders, family requests, and other care-plan information
• Monitor, evaluate, and report on client status, actions/interventions, and outcomes
• Work with formal and informal social support systems and families to meet client needs
• Provide guidance, resources, and information to help families and clients make informed medical decisions
• Manage electronic health records for clients, including billing
• Coordinate resources for client care
• Interact with physicians, attorneys, fiduciaries, hospice personnel, and community personnel on clients’ behalf
• Create and maintain referral resources
• Identify, coordinate, manage, and advocate for client services
• Perform additional duties assigned by the supervisor
• Provide assessment and monitoring, planning and problem-solving, education and advocacy, and family caregiver coaching

Care Manager

Operations

• Enter and categorize business transactions in QuickBooks Online, tying each transaction to the correct client or account
• Reconcile bank and credit card statements and resolve discrepancies with supporting documentation
• Generate and deliver client invoices in MyJunna according to the monthly billing cycle
• Follow up on outstanding balances and monitor accounts receivable
• Maintain organized client billing status and payment history records
• Monitor bank accounts, credit cards, and care manager expense cards for unauthorized charges or unusual activity
• Coordinate monthly financial-record reviews with the bookkeeper and report outcomes to the owner
• Respond to client and family billing inquiries and redirect clinical questions appropriately
• Process payroll using QuickBooks Payroll, including direct deposit, on each scheduled pay date
• Maintain payroll records and support timely, compliant payroll tax filings
• Prepare regular financial reports for the owner, including profit and loss and account summaries
• Maintain accountant-ready records for tax preparation and annual filings
• Provide scheduling, correspondence, and other administrative support to the owner
• Complete required documentation, reports, and owner check-ins accurately and on time
• Assist with occasional local errands and light administrative tasks
• Support special projects, process documentation, and vendor or account correspondence
• Follow financial authority limits and escalate restricted decisions to the owner

Care Manager

Billing and Office Operations Coordinator