Clerical Lead

Urology Specialists•Charlotte, NC

3h•Onsite

About The Position

We are seeking a Clerical Lead who oversees daily front-office operations while supporting patient access and administrative workflows. This role serves as the primary resource for clerical staff, ensuring efficient operations, strong team performance, and an excellent patient experience.

Requirements

High school diploma or GED required
Prior medical office or healthcare experience preferred
Strong communication and interpersonal skills
Proficiency with EMR systems and general computer applications
Knowledge of medical terminology, insurance processes, and HIPAA
Ability to multitask, prioritize, and manage time effectively
Experience handling phone calls and triaging inquiries
Patient-focused, detail-oriented, and team-driven

Responsibilities

Act as the primary point of contact for clerical staff
Lead huddles to review priorities, workflows, and issues
Provide coaching, feedback, and staff training
Assign daily tasks and manage work queues (phones, referrals, scheduling, eFax, etc.)
Cross-train and provide coverage across clerical functions as needed
Coordinate staffing schedules with the Regional Clinical Manager/Associate Administrator
Communicate performance, training, and staffing needs; escalate concerns as appropriate
Reconcile daily deposits and prepare funds per policy
Manage provider schedule blocks/overrides with appropriate approval
Greet and assist patients and visitors professionally
Maintain accurate patient records, including insurance and billing information
Schedule appointments and verify insurance coverage
Answer and route calls, manage messages, and handle inquiries promptly
Collect co-pays and ensure front-office areas remain clean and organized
Deliver responsive, service-focused support to patients and internal teams
Collaborate to ensure smooth patient flow and efficient operations
Maintain HIPAA compliance and confidentiality
Promote a professional, positive team environment