Patient Services Team Lead

PathGroup•Upper Arlington, OH

About The Position

Patient Services Team Leaders work under the direction of the area supervisor to ensure daily work at Patient Service Centers (PSCs) and In-office Patient Services Technician (IOPST) locations is completed accurately and on time. The role maintains a safe, professional environment for patients, clients, and employees; provides administrative and training support to supervisors; and serves as backup to the area supervisor. The position also performs patient service and specimen collection and processing duties, along with scheduling, recordkeeping, and other operational support. Travel to client locations within a designated region on short notice is required, and overnight stays may be required.

Requirements

  • High school diploma or GED.
  • Phlebotomy certification.
  • Three to five years of prior job-related experience.
  • Reliable transportation and communication.
  • Proof of auto insurance.
  • Valid driver’s license and at least one year of driving experience.
  • Fewer than three minor moving violation convictions within the previous three years.

Nice To Haves

  • Medical training as a medical assistant or paramedic.

Responsibilities

  • Assist supervisors with implementing patient-services Standard Operating Procedures in accordance with PathGroup guidelines.
  • Serve as backup for the Patient Services Supervisor and carry out the supervisor’s duties during their absence.
  • Coordinate the work of Patient Service Center technicians and IOPSTs to maintain production and service levels, and disseminate information to employees.
  • Train and coach phlebotomists and provide input for their performance evaluations.
  • Assist with relocating and opening facilities as needed.
  • Conduct assigned site visits, document findings, and assist with quality assurance audits.
  • Greet and treat customers courteously, and provide a calm environment that helps reduce patient anxiety during specimen collection.
  • Ensure field phlebotomy and PSC specimens are collected accurately and on time; collect specimens according to established procedures and explain collection processes to patients.
  • Dispose of blood, biohazard materials, tissue, and contaminated sharps according to applicable laws, standards, and policies.
  • Complete requisitions and enter patient, specimen, insurance, and billing information accurately in Pathconnect or other PathGroup computer applications.
  • Communicate with clients to confirm handwritten orders, verify tests ordered, and obtain accurate billing information; research test and client information in the laboratory computer system.
  • Match requisitions to specimen tubes; label, centrifuge, split, freeze, package, and store specimens as required, following protocols and maintaining specimen integrity during transport.
  • Maintain required records, documentation, daily PSC/IOPST logs, and monthly statistics and data.
  • Prepare employee and floater schedules with minimal overtime for supervisor approval; assist with time and attendance entry.
  • Approve time in attendance software by noon on the Monday following the pay period and submit accurate expense and travel logs on Monday for the preceding week or as directed.
  • Perform basic clerical tasks, including filing, faxing, mail preparation, and electronic data entry.
  • Follow company grooming, dress, and lab coat policies; maintain a neat and clean appearance and use time appropriately while managing fluctuating patient flow.
  • Communicate professionally with clients, patients, and coworkers; answer telephone calls helpfully; work independently; and communicate relevant issues to supervisors, managers, or group leaders.
  • Help maintain a positive work climate and ensure facilities are neat, clean, and in good repair; report repair and maintenance needs.
  • Assist with inventory counts and report shortages or problems to the supervisor.
  • Use appropriate personal protective equipment and follow laboratory safety precautions and procedures.
  • Protect the confidentiality, integrity, and availability of protected health information and other sensitive company data, and comply with the Corporate Compliance Program and company policies, including Privacy and Security policies.
  • Work with other PathGroup departments and subsidiaries and perform other duties as assigned.
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