Lead Clinical Specialist

Indian Creek Foundation; Souderton (Montgomery County); On-site; USD 90,000 - 110,000; Full time

Job summary

Indian Creek Foundation in Souderton, PA seeks a Lead Clinical Specialist to balance leadership with hands-on care, carrying a small active caseload while supervising the Clinical Specialist team and supporting staff through challenging assignments. You will coordinate clinical operations and ensure high-quality care across residential and health services.

The role requires three years of direct care experience with adults with developmental disabilities, one year in leadership, and strong EHR

Qualifications

• Minimum of three (3) years hands-on care to adults with developmental disabilities or adults in long-term care/clinic setting.
• Minimum of one (1) year supervisory or leadership experience in a medical office/clinic/healthcare setting.
• Advanced proficiency with Electronic Health Record (EHR) systems (Credible preferred).
• Strong knowledge of medical terminology, medical insurance claims, and healthcare billing processes.

Responsibilities

• Supervise, mentor, and evaluate all Clinical Specialists to ensure performance metrics and clinical standards.
• Manage scheduling and timecards for the Clinical Specialist team and coordinate daily task allocations.
• Conduct orientation and ongoing training for staff on EHR usage, workflows, HRST rating, and safety precautions.
• Lead routine chart audits and clinical documentation reviews for regulatory compliance.
• Oversee all office operations for the Health & Wellness Center, including scheduling, records, and data workflows.

Skills

Team leadership

Clinical supervision

EHR proficiency

Healthcare terminology

Communication (English)

Education

Associate or Bachelor's in Healthcare Admin or Nursing

CNA/CMA/NADSP certification preferred

Tools

Credible EHR system

Microsoft Word

Excel

Scheduling systems

Job description

The Lead Clinical Specialist provides leadership, daily operational oversight, and administrative management for the clinical specialist team within the Health & Wellness Center. In this role, you will balance leadership and hands‑on care by carrying a small active caseload as a Clinical Specialist while supervising the Clinical Specialist team. You will serve as a vital resource for your staff, providing direct support to navigate difficult assignments, complex tasks, and challenging client needs.

Administratively, you will oversee complete office and departmental operations, including inventory procurement, regulatory compliance, and electronic health record (EHR) management. You will regularly fill in for absent team members to ensure uninterrupted clinic coverage, and you will strategically collaborate with the Residential Administrative Coordinator to identify departmental efficiencies and execute special operational projects. This position acts as a primary liaison between physicians, nurses, residential programs, and outside medical providers to ensure high-quality care coordination for participants.

Basic Qualifications

Education/Training

• High school diploma or GED required.
• Associate or Bachelor’s degree in Healthcare Administration, Nursing, or a related field preferred.
• Certified Nursing Assistant (CNA), Certified Medical Assistant (CMA), or National Alliance for Direct Support Professionals (NADSP) Certification preferred.

Experience

• Minimum of three (3) years of experience providing hands‑on care to adults with developmental disabilities or adults in a long‑term care/clinic setting required.
• Minimum of one (1) year of supervisory or leadership experience in a medical office, clinic, or healthcare setting required.
• Advanced proficiency with Electronic Health Record (EHR) systems (Credible preferred).
• Strong working knowledge of medical terminology, medical insurance claims, and healthcare billing processes.

Basic Skills

• Ability to read, write, and effectively communicate in English.
• Strong mathematics skills required for inventory, budgeting, and data auditing.
• Advanced interpersonal relations, team building, and conflict‑resolution skills.
• Auditory and visual skills.
• Valid driver’s license with a clear three‑year driving record.

Physical Requirements

• Ability to perform the physical duties required.
• Adequate mobility that requires frequent walking, standing, bending, stooping, kneeling, reaching, and utilizing torso and limbs to provide or demonstrate care.
• Must be able to regularly lift and/or move up to 40 pounds.
• Occasionally must lift and/or move up to 50 pounds, including the transferring of clients.
• Satisfactory completion of post‑offer pre‑employment physical exam and drug test as required.

Equipment/Machine Operations

Must maintain and oversee skills necessary to safely and efficiently operate:

• Computer systems (advanced proficiency in email, Microsoft Word, Excel, and Excel tracking data).
• Time clock and automated scheduling systems.
• Electronic Health Records (EHR) – Credible system management.
• Vehicles, mechanical lifts, adjustable beds, and wheelchairs.

• Supervise, mentor, and evaluate all departmental Clinical Specialists to ensure performance metrics and clinical standards are met.
• Manage scheduling and timecards for the Clinical Specialist team; coordinate daily task allocations to ensure appropriate program coverage.
• Conduct orientation and ongoing training for staff regarding EHR usage, clinic workflows, HRST rating, and universal safety precautions.
• Lead routine chart audits and clinical documentation reviews to verify accuracy, regulatory compliance, and timely updates by the staff.

Departmental Office Management

• Oversee all office operations for the Health & Wellness Center, including schedule optimization, record organization, and data workflows.
• Manage vendor relationships for specialized medical services, waste disposal providers, and pharmaceutical accounts.
• Supervise the inventory tracking system for clinical and office supplies; authorize and process reorders within budgetary constraints.
• Coordinate medical waste disposal and ensure monthly compliance tracking for pharmaceutical returns (such as medication blister cards).
• Oversee the insurance claims file for Residential/CBS clients; serve as the point of escalation for complex billing or insurance updates.

Clinical Operations Coordination

• Carry and manage a small caseload as an active Clinical Specialist to maintain direct engagement with Residential/CBS clients.
• Provide direct coverage and fill in for absent Clinical Specialists during high-volume periods, vacations, or unexpected staff shortages.
• Provide hands‑on support and guidance to Clinical Specialists to help them navigate difficult assignments, complex client behaviors, or challenging tasks.
• Facilitate and optimize specialty clinic schedules (podiatry, dental, vision) within the Health & Wellness Center alongside outside providers.
• Oversee the end‑to‑end processing of medical paperwork, tracking diagnostic/lab results, and ensuring distribution to program nurses.
• Act as an expert HRST Rater, maintaining advanced training requirements and reviewing staff ratings for accuracy.

Other Duties

• Perform tasks supportive in nature to the essential functions of the job, which may be altered depending upon individual circumstances.
• Meet ongoing supervisory and clinical training requirements.

Standard Requirements

• Completion and clearance of a criminal background check and child abuse clearance.
• Supports the Mission and values of Indian Creek Foundation and the program.
• Is knowledgeable of resident rights and ensures an atmosphere that allows for the privacy, dignity, and well‑being of all individuals served in a safe, secure environment.
• Supports, cooperates with, and implements specific procedures and programs for:
  • Safety, including universal precautions and safe work practices, established fire/safety plans, report and/or correct unsafe working conditions, equipment repair, and maintenance needs.
  • Confidentiality of all data, including individuals served, employees, and operational data.
  • Compliance with all regulatory requirements and agency policies as required by Human Resources, licensing, and funding agencies.
  • Demonstrate knowledge and compliance with HIPAA standards.
  • Professionally conducts oneself when representing Indian Creek Foundation.
• Functions as a member of the Team:
  • Cooperate and works together with all co-workers, plans and completes job duties with minimal direct supervision and appropriate judgment.
  • Uses tactful and appropriate communications in all situations.
  • Reports and follows up regarding reported complaints, problems, and concerns with appropriate personnel.
  • Promotes positive public relations with individuals served, family members, other team members, and the community.
  • Completes requirements for training, acceptable attendance, dress codes, including personal hygiene, and other work duties as assigned.
• Complete all documentation to ensure compliance with all regulations and agency policies.
• Exhibits behavior set forth by the Code of Conduct in performing their duties.
• Completes annual compliance HIPAA training and exhibits behavior as set forth by the Code of Compliance in performing duties.