Practice Team Lead I

West-Florida-Medical-Center-Clinic-P; Pensacola (FL); On-site; USD 32,000 - 52,000; Full time

Job summary

West-Florida-Medical-Center-Clinic-P is seeking a Practice Team Lead I to facilitate medical practice operations and assist patients, physicians, and staff. The role provides operational leadership to staff under supervision and may perform PSR duties as needed.

The position requires strong customer service, organizational skills, and experience with a practice management system. Expect duties across scheduling, billing support, and coordination with the practice manager.

Qualifications

• Minimum high school diploma or equivalent.
• Six months of healthcare environment experience required.
• Six months supervisory experience preferred.

Responsibilities

• Greet patients courteously and direct requests.
• Schedule patient appointments within protocol.
• Verify referral and authorization information before appointments.
• Collect co-payments and other monies owed at service time.
• Prepare charge tickets for upcoming day appointments.
• Coordinate with staff to ensure efficient patient flow.

Skills

Customer service

Interpersonal skills

Office software

Typing

Education

High school diploma

Healthcare environment experience (6 months)

Supervisory experience (6 months preferred)

Tools

Practice management system

MS Office

Job description

Description

JOB SUMMARY

A Practice Team Lead I is a multi-skilled person trained to facilitate medical practice operations. A Practice Team Lead I assists patients, the practice manager, physicians and clinical staff to ensure operational efficiencies. A Practice Team Lead I provides operational leadership to other staff members under the direct supervision of a Practice Manager and/or Practice Coordinator. A Practice Team Lead I acts as financial counselor for the department and performs PSR duties when necessary.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Identify yourself to internal and external customers by wearing your identification badge at all times.
• Greet patients with courtesy and respect. Answer questions and direct requests appropriately and efficiently.
• Schedule patient appointments within the prescribed protocol.
• Prepare charge tickets for the next day appointments.
• Verify all necessary referral and authorization information is in place prior to the appointment.
• Check-in patients, obtain pertinent information, copy and scan insurance cards as applicable, provide new patient forms, etc.
• Verify and update demographics and insurance in the practice management system at each patient encounter.
• Act as a financial counselor for the department.
• Provide estimated patient financial responsibility, relative to specialty, to either the patient or patient representative (i.e. patient's attorney).
• Function as a PSR III when necessary to include all duties of PSR III description.
• Accountable for the completion of the Missing Service Report (MSR) and Credit Manager Report (CMR) for the department.
• Notify clinical staff patient has arrived and provide nurse with appropriate documentation and information for the visit.
• Collect all co-payments, deductibles and other monies owed at the time of service. Follow established protocol for receipt writing, cash collections, and nightly deposits.
• Complete deposit log at end of each day.
• Check out patient according to office protocols.
• Answer telephones promptly and in a professional manner according to MCC customer service standards.
• Operate computer within the guidelines of MCC.
• Review all charge tickets and resolve any incomplete items.
• Properly tag and route charge tickets for MedPro.
• Maintain a ‘check and balance’ system by comparing charges to daily physician schedules.
• Manage schedule to ensure maximum utilization of available time slots.
• Utilize EfileShare, processing each referral according to office protocol.
• Verify patient appointment via telephone minimum of 2 days prior to patient appointment.
• Comply with MCC policies as directed, carrier policies, and other protocols associated with the medical practice; including scheduling and ensuring completion of Annual and Specific Compliance Training, OSHA/Biohazard checklist and training, as well as, all other departmental checklists.
• Prepare all pertinent information for scheduled appointments, according to protocol.
• Retrieve moneybag each morning.
• Accurately key and release charges into the charge scrubbing system daily.
• Accurately load insurance information into the practice management system.
• Accurately maintain the departmental schedules utilizing the Scheduling Maintenance system.
• Completion of the monthly co-payment report.
• Monitor any special payments for attorney fees, depositions, ancillary products or studies.
• Educate the staff of any insurance changes that greatly affect the billing aspects of the department.
• Assist Practice Manager and/or Practice Coordinator with any and all aspects of departmental operations, as directed.
• Maintain an appropriate inventory of office and medical supplies mas dictated by departmental and physician needs.
• Seek to anticipate departmental needs and improve office efficiency assisting other staff, as necessary.
• Verify all employee time records for payroll processing.
• Communicate with physicians any important issues regarding and/or affecting the department.
• Set a positive example for other employees.
• Other duties as assigned.

CORPORATE CULTURE RESPONSIBILITIES

• Follow established corporate and department-specific policies and procedures.
• Attend all corporate and department-specific required training.
• Uphold MCC’s Purpose, Values, and Vision.
• Abide by MCC’s Corporate Culture Responsibilities.
• Perform other duties as may be assigned cheerfully and willingly.

Requirements

EDUCATION/EXPERIENCE REQUIREMENTS

• Minimum education requirement is a high school diploma or equivalent.
• Six (6) months of experience in a healthcare environment, preferably in a physician practice, required.
• Six (6) months of supervisory experience preferred.
• Must successfully pass Patient Services Representative (PSR) training and be capable of performing all responsibilities associated with PSR duties.

KNOWLEDGE, SKILLS AND ABILITIES

• Displays customer services skills, strong interpersonal skills, close attention to detail, and excellent verbal and written communication skills.
• Be a person of integrity and character, willing to embrace change and make a positive impact in the lives of patients and co-workers.
• Ability to work with staff members at all levels of the organization in a cooperative, team-oriented manner.
• Displays computer proficiency (i.e. PC windows and MS Office environment) and ability to quickly learn new applications. Preferred ability of typing 40 cwpm.
• Proficient in use of English language both in written and verbal communication.
• Must be able to communicate with individuals of varying socio-economic backgrounds.
• Displays ability of giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Professional demeanor and recognition of privacy considerations for patients and families.

PHYSICAL REQUIREMENTS OF THE ESSENTIAL JOB FUNCTIONS

• Strength (Lift/Carry/Push/Pull): Sedentary (exerting up to 10 pounds of force occasionally)
• Standing/Walking: Occasionally; activity exists up to 1/3 of the time
• Keyboarding/Dexterity: Frequently; activity exists from ¾ of the time
• Ability to look at a computer screen for extended periods.
• Ability to perform constant repetitive hands and finger motions.
• Ability to work in various positions (standing, sitting, bending, and walking) for extended periods of time.
• Talking (Must be able to effectively communicate verbally): Yes
• Seeing: Yes
• Hearing: Yes

EMOTIONAL REQUIREMENTS OF THE ESSENTIAL JOB FUNCTIONS

• Must exhibit stable work behaviors daily.
• Must possess adequate individual coping skills.
• Ability to remain calm and professional regardless of workload or time constraints.
• Must be able to work under stress and remain calm and professional.

WORK ENVIRONMENT

• Clinical office environment.
• Exposed to frequent and constant interruptions in daily functions/schedule.
• Must be available to customers and staff throughout the day.
• May be required to work extended hours to meet department needs.