Senior Front Desk Lead — Clinic Workflow & Training

GI Alliance; Round Rock (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

GI Alliance in Round Rock, TX is seeking a Patient Service Representative Lead to coordinate daily front desk workflows and uphold standards for appointment prep, insurance entry, patient documentation, and scanning. This working lead role participates in check-in/out while improving processes and tools.

The position partners with the Site Manager to onboard, train, and refresh PSRs, ensuring smooth clinic operations and consistent patient experiences.

Qualifications

• Minimum two years of experience as a PSR with solid performance and reliability.
• Understanding of Urology Austin front office protocols and EHR systems.
• Proficient in insurance verification, payment collection, and documentation practices.
• Excellent verbal and written communication skills.
• Strong organizational and problem-solving abilities.
• Proficient in Microsoft Outlook, Word, and Excel.

Responsibilities

• Provide peer leadership and real-time workflow support to front desk team during clinic hours.
• Coordinate daily task distribution (check-in, scanning, phones, prep) and adjust as needed.
• Ensure front desk SOPs and protocols are followed, especially for appointment prep and scanning.
• Maintain a shared daily checklist for team coverage and escalation items.
• Monitor next-day appointment readiness and ensure prep is completed by end-of-day.
• Serve as the first contact for front desk workflow questions and clarification.
• Identify gaps in workflow and partner with Site Manager for corrections.
• Perform quality spot checks on payment entry, scanning, and demographic accuracy.
• Participate in patient-facing tasks including check-in/check-out and phone coverage.
• Maintain and update training guides, cheat sheets, and coverage calendars.
• Assist with onboarding and peer training focusing on Urology Austin standards.
• Coordinate PTO coverage and transitions during staff absences.
• Escalate system/process concerns to the Site Manager with context and resolutions.
• Maintain batch reconciliations For Round Rock
• Additional duties as assigned.

Skills

PSR experience

Front desk protocols

EHR systems

Communication skills

Microsoft Outlook

Microsoft Word

Microsoft Excel

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

GI Alliance in Round Rock, TX is seeking a Patient Service Representative Lead to coordinate daily front desk workflows and uphold standards for appointment prep, insurance entry, patient documentation, and scanning. This working lead role participates in check-in/out while improving processes and tools.

The position partners with the Site Manager to onboard, train, and refresh PSRs, ensuring smooth clinic operations and consistent patient experiences.