Patient Access Lead

Patient Access Lead CLS Health

PLLC - 4.5

Houston, TX Job Details 17 hours ago Qualifications Electronic health records (EHR) management Medical insurance coverage verification High school diploma or

GED Full Job Description Description:

About CLS Health CLS Health is a growing healthcare system in Houston, Texas that is taking a different approach to healthcare. We are a physician-led healthcare group that focuses on providing patients with holistic, multispecialty care. We're a dynamic team on a mission to provide better healthcare options for Houstonians!

Job Description:

As a Patient Access Lead, you will support the daily operations of the patient access department by serving as a resource for team members and assisting with referrals, insurance authorizations, patient registration, scheduling, and front-office workflows. The Patient Access Lead acts as a liaison between staff, providers, and leadership to ensure efficient operations, high-quality patient service, and compliance with organizational policies and procedures.

Major Duties/Critical Tasks:

Coordinate referral processes and ensure required authorizations and documentation are completed. Monitor referral statuses and communicate with providers, insurance companies, and patients regarding referral updates. Process pre-authorizations and verify insurance eligibility and benefits. Maintain accurate authorization and referral records in the EHR. Assist with insurance denials and authorization follow-up activities. Support front desk operations, including patient registration, scheduling, check-in/check-out, and payment collection. Verify insurance coverage, demographic information, and patient accounts. Ensure accurate documentation and compliance with patient access procedures. Assist with daily cash reconciliation and financial closeout processes. Provide phone coverage and assist with patient communications as needed. Serve as a resource and mentor for Patient Access Representatives and front desk staff. Assist with onboarding and training of new employees. Provide guidance on workflows, policies, and best practices. Monitor work queues and help ensure timely completion of tasks. Escalate operational concerns to leadership as appropriate. Support quality improvement initiatives and process enhancements. Maintain knowledge of payer requirements, HIPAA regulations, and organizational policies. Promote accurate documentation and adherence to patient access standards. Participate in ongoing training and educational activities. Performs other related duties as assigned.

Requirements:

High School Diploma or GED required. Associate degree in Healthcare Administration, Business Administration, or related field preferred. 2-4 years of patient access, registration, scheduling, insurance verification, or healthcare administrative experience. Previous experience serving as a lead, trainer, mentor, or senior team member preferred. Experience with EHR systems and insurance verification processes required.